Armor Advisors, L.L.C.
16 holdingsFiling period: 2026-06-30Current AUM: $150.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Crh PLC | 250.6K | $26.8M | $26.8M | 17.84% | -7,112 | 2026-06-30 |
| 2 | GLD | Spdr Gold TR | 48.0K | $17.7M | $17.9M | 11.90% | -- | 2026-06-30 |
| 3 | — | Navios Maritime Partners L P | 196.2K | $13.7M | $13.7M | 9.15% | -5,585 | 2026-06-30 |
| 4 | ZBH | Zimmer Biomet Holdings Inc | 151.3K | $13.0M | $16.0M | 10.63% | +104.2K | 2026-06-30 |
| 5 | ZTS | Zoetis Inc | 167.2K | $12.0M | $13.3M | 8.83% | +134.8K | 2026-06-30 |
| 6 | KSPI | Kaspi KZ Jsc | 137.2K | $11.9M | $12.6M | 8.37% | -3,909 | 2026-06-30 |
| 7 | DVN | Devon Energy Corp New | 216.4K | $8.9M | $9.1M | 6.08% | +187.4K | 2026-06-30 |
| 8 | AGI | Alamos Gold Inc New | 258.4K | $7.8M | $8.2M | 5.47% | -7,362 | 2026-06-30 |
| 9 | BDX | Becton Dickinson & Co | 46.5K | $7.0M | $9.8M | 6.55% | -- | 2026-06-30 |
| 10 | FCNCA | First Ctzns Bancshares Inc N | 2.5K | $5.2M | $5.7M | 3.80% | -71 | 2026-06-30 |
| 11 | EOG | Eog Res Inc | 39.0K | $5.1M | $5.7M | 3.82% | +36.0K | 2026-06-30 |
| 12 | SKE | Skeena Res Ltd New | 143.8K | $3.8M | $4.4M | 2.96% | -4,091 | 2026-06-30 |
| 13 | FERG | Ferguson Enterprises Inc | 14.9K | $3.5M | $3.5M | 2.31% | -1,922 | 2026-06-30 |
| 14 | ODV | Osisko Development Corp | 522.2K | $1.3M | $1.3M | 0.85% | +169.2K | 2026-06-30 |
| 15 | SA | Seabridge Gold Inc | 49.7K | $1.3M | $1.3M | 0.87% | -1,416 | 2026-06-30 |
| 16 | EXK | Endeavour Silver Corp | 108.9K | $901K | $853K | 0.57% | -3,089 | 2026-06-30 |
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