Holders — by stockHoldings — by fund
ARMOR ADVISORS, L.L.C.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1600698
$140.1M
disclosed book value
16
positions
19.1%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CRH PLC | 250,577 | $26.8M | 19.1% |
| 2 | GLDSPDR GOLD TRCALL | 48,000 | $17.7M | 12.6% |
| 3 | NAVIOS MARITIME PARTNERS L P | 196,191 | $13.7M | 9.8% |
| 4 | ZBHZIMMER BIOMET HOLDINGS INC | 151,264 | $13.0M | 9.3% |
| 5 | ZTSZOETIS INC | 167,197 | $12.0M | 8.6% |
| 6 | KSPIKASPI KZ JSC | 137,171 | $11.9M | 8.5% |
| 7 | DVNDEVON ENERGY CORP NEW | 216,361 | $8.9M | 6.4% |
| 8 | AGIALAMOS GOLD INC NEW | 258,383 | $7.8M | 5.6% |
| 9 | BDXBECTON DICKINSON & CO | 46,481 | $7.0M | 5% |
| 10 | FCNCAFIRST CTZNS BANCSHARES INC N | 2,510 | $5.2M | 3.7% |
| 11 | EOGEOG RES INC | 38,993 | $5.1M | 3.6% |
| 12 | SKESKEENA RES LTD NEW | 143,756 | $3.8M | 2.7% |
| 13 | FERGFERGUSON ENTERPRISES INC | 14,882 | $3.5M | 2.5% |
| 14 | NPDEUROSISKO DEVELOPMENT CORP | 522,172 | $1.3M | 0.9% |
| 15 | SEA1EURSEABRIDGE GOLD INC | 49,716 | $1.3M | 0.9% |
| 16 | EXKENDEAVOUR SILVER CORP | 108,911 | $901,783 | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.