Armor Advisors, L.L.C.
- SEC CIK
- 0001600698
- Latest filing
- Aug 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 14
- 0 vs. Q1 2025
- Portfolio value
- $100.7M
- −$978.2K (−1.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRHCRH Public Ltd Co | ORD | 230,849 | $21.2M | 21.1% | −45,792−16.6% | Reduced | History |
| FNVFranco Nevada Corp | Stock | 84,312 | $13.8M | 13.7% | +5,542+7.0% | Added | History |
| RGLDRoyal Gold Inc | Stock | 63,605 | $11.3M | 11.2% | +1,900+3.1% | Added | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 107,009 | $9.08M | 9.0% | +37,959+55.0% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 38,136 | $8.30M | 8.2% | −30,000−44.0% | Reduced | History |
| NMMNavios Maritime Partners L.P. | COM UNIT LPI | 196,105 | $7.39M | 7.3% | +20,000+11.4% | Added | History |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 328,390 | $5.66M | 5.6% | −5,679−1.7% | Reduced | History |
| ICLRIcon PLC | COM | 34,342 | $5.00M | 5.0% | 00.0% | Unchanged | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 2,503 | $4.90M | 4.9% | −679−21.3% | Reduced | History |
| HAFNHafnia Ltd | ORD SHS | 825,376 | $4.12M | 4.1% | −24,283−2.9% | Reduced | History |
| BIDUBaidu, Inc. | ADR | 42,000 | $3.60M | 3.6% | +2,000+5.0% | Added | History |
| FROFrontline plc | COM | 190,332 | $3.12M | 3.1% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 72,777 | $2.39M | 2.4% | −17,500−19.4% | Reduced | History |
| SASeabridge Gold Inc | COM | 53,142 | $771.6K | 0.8% | 00.0% | Unchanged | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.