Investor
ARMOR ADVISORS, L.L.C.
CIK 0001600698 · filed 2026-05-15 · SEC filing
13F book
$297.8M
Positions
14
5 new · 4 sold
Largest name
9.1%
Crh Plc
Est. mark
−$291.9K
Price effect on 9 names still held. Flow −$5.47M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Crh Plc | — | 257.7K | $27.1M | 9.1% | −$4.49M | Added−$1.36M |
| Navios Maritime Partners L.P. | NMM | 201.8K | $13.6M | 4.6% | $3.04M | Held |
| Alamos Gold Inc New | AGI | 265.7K | $11.8M | 4.0% | $1.45M | Added$2.23M |
| Kaspi Kz Jsc | — | 141.1K | $10.4M | 3.5% | −$532.2K | Added$208.5K |
| First Ctzns Bancshares Inc D | — | 2.58K | $4.86M | 1.6% | −$386.8K | Added$1.69M |
| Skeena Res Ltd New | — | 147.8K | $4.39M | 1.5% | $541.5K | Added$2.25M |
| Zimmer Biomet Holdings, Inc. | ZBH | 47.1K | $4.26M | 1.4% | — | New |
| Ferguson Enterprises Inc | — | 16.8K | $3.92M | 1.3% | $157.4K | Added$623.9K |
| Zoetis Inc. | ZTS | 32.4K | $3.82M | 1.3% | — | New |
| Devon Energy Corp New | — | 29K | $1.46M | 0.5% | — | New |
| Seabridge Gold Inc | SA | 51.1K | $1.45M | 0.5% | −$63.9K | Held |
| Osisko Development Corp | — | 353K | $1.15M | 0.4% | — | New |
| Endeavour Silver Corp | EXK | 112K | $1.04M | 0.4% | −$9.99K | Added−$680 |
| Eog Res Inc | — | 3K | $433.7K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.