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ARMOR ADVISORS, L.L.C. 13F holdings

Filed 2026-08-10 · ARMOR ADVISORS, L.L.C. · 16 positions · $140.1M

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TickerCompanySharesValue% of portfolio
CRHCRH PLC250.6K$26.8M19.1%
GLDSPDR GOLD TR48.0K$17.7M12.6%
—NAVIOS MARITIME PARTNERS L P196.2K$13.7M9.8%
ZBHZIMMER BIOMET HOLDINGS INC151.3K$13.0M9.3%
ZTSZOETIS INC167.2K$12.0M8.6%
KSPIKASPI KZ JSC137.2K$11.9M8.5%
DVNDEVON ENERGY CORP NEW216.4K$8.9M6.4%
AGIALAMOS GOLD INC NEW258.4K$7.8M5.6%
BDXBECTON DICKINSON & CO46.5K$7.0M5.0%
FCNCAFIRST CTZNS BANCSHARES INC N2.5K$5.2M3.7%
EOGEOG RES INC39.0K$5.1M3.6%
SKESKEENA RES LTD NEW143.8K$3.8M2.7%
FERGFERGUSON ENTERPRISES INC14.9K$3.5M2.5%
NPDEUROSISKO DEVELOPMENT CORP522.2K$1.3M0.9%
—SEABRIDGE GOLD INC49.7K$1.3M0.9%
EXKENDEAVOUR SILVER CORP108.9K$901,7830.6%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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