Armor Advisors, L.L.C.
- SEC CIK
- 0001600698
- Latest filing
- Aug 10, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 9, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 14
- +3 vs. Q4 2024
- Portfolio value
- $101.6M
- +$19.6M (+23.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRHCRH Public Ltd Co | ORD | 276,641 | $24.3M | 23.9% | −26,245−8.7% | Reduced | History |
| FNVFranco Nevada Corp | Stock | 78,770 | $12.4M | 12.2% | −18,472−19.0% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 68,136 | $10.9M | 10.7% | +8,536+14.3% | Added | History |
| RGLDRoyal Gold Inc | Stock | 61,705 | $10.1M | 9.9% | +28,347+85.0% | Added | History |
| NMMNavios Maritime Partners L.P. | COM UNIT LPI | 176,105 | $6.91M | 6.8% | −7,468−4.1% | Reduced | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 69,050 | $6.41M | 6.3% | +69,050 | New | History |
| ICLRIcon PLC | COM | 34,342 | $6.01M | 5.9% | +10,242+42.5% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 3,182 | $5.90M | 5.8% | +898+39.3% | Added | History |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 334,069 | $5.20M | 5.1% | −31,694−8.7% | Reduced | History |
| BIDUBaidu, Inc. | ADR | 40,000 | $3.68M | 3.6% | +40,000 | New | History |
| HAFNHafnia Ltd | ORD SHS | 849,659 | $3.53M | 3.5% | +849,659 | New | History |
| FROFrontline plc | COM | 190,332 | $2.83M | 2.8% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 90,277 | $2.80M | 2.8% | +46,500+106.2% | Added | History |
| SASeabridge Gold Inc | COM | 53,142 | $620.2K | 0.6% | −5,042−8.7% | Reduced | History |
Options (5)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.