Armor Advisors, L.l.c. 13F holdings
Armor Advisors, L.l.c. reported 15 positions with a total reported value of $122.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-10. Top holdings by reported value: CRH PLC (21.9%), NMM NAVIOS MARITIME PARTNERS L P (11.2%), ZBH ZIMMER BIOMET HOLDINGS INC (10.6%), ZTS ZOETIS INC (9.8%), KASPI KZ JSC (9.7%). Against 2026-03-31 it opened 1 new position and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
15 largest of 15 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CRH PLC | 250,577 | $26.8M | 21.9% |
| NMM NAVIOS MARITIME PARTNERS L P | 196,191 | $13.7M | 11.2% |
| ZBH ZIMMER BIOMET HOLDINGS INC | 151,264 | $13.0M | 10.6% |
| ZTS ZOETIS INC | 167,197 | $12.0M | 9.8% |
| KASPI KZ JSC | 137,171 | $11.9M | 9.7% |
| DVN DEVON ENERGY CORP NEW | 216,361 | $8.9M | 7.3% |
| AGI ALAMOS GOLD INC NEW | 258,383 | $7.8M | 6.4% |
| BDX BECTON DICKINSON & CO | 46,481 | $7.0M | 5.7% |
| FCNCA FIRST CTZNS BANCSHARES INC N | 2,510 | $5.2M | 4.3% |
| EOG EOG RES INC | 38,993 | $5.1M | 4.1% |
| SKE SKEENA RES LTD NEW | 143,756 | $3.8M | 3.1% |
| FERG FERGUSON ENTERPRISES INC | 14,882 | $3.5M | 2.9% |
| OSISKO DEVELOPMENT CORP | 522,172 | $1.3M | 1.0% |
| SA SEABRIDGE GOLD INC | 49,716 | $1.3M | 1.0% |
| EXK ENDEAVOUR SILVER CORP | 108,911 | $901.8K | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BDX BECTON DICKINSON & CO | 46,481 | $7.0M | 5.7% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ZTS ZOETIS INC | 32,350 | 167,197 | +416.8% | $12.0M |
| ZBH ZIMMER BIOMET HOLDINGS INC | 47,060 | 151,264 | +221.4% | $13.0M |
| DVN DEVON ENERGY CORP NEW | 29,000 | 216,361 | +646.1% | $8.9M |
| EOG EOG RES INC | 3,000 | 38,993 | +1,199.8% | $5.1M |
| OSISKO DEVELOPMENT CORP | 353,000 | 522,172 | +47.9% | $1.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CRH PLC | 257,689 | 250,577 | -2.8% | $26.8M |
| FERG FERGUSON ENTERPRISES INC | 16,804 | 14,882 | -11.4% | $3.5M |
| NMM NAVIOS MARITIME PARTNERS L P | 201,776 | 196,191 | -2.8% | $13.7M |
| KASPI KZ JSC | 141,080 | 137,171 | -2.8% | $11.9M |
| AGI ALAMOS GOLD INC NEW | 265,745 | 258,383 | -2.8% | $7.8M |
| FCNCA FIRST CTZNS BANCSHARES INC N | 2,581 | 2,510 | -2.8% | $5.2M |
| SKE SKEENA RES LTD NEW | 147,847 | 143,756 | -2.8% | $3.8M |
| SA SEABRIDGE GOLD INC | 51,132 | 49,716 | -2.8% | $1.3M |
| EXK ENDEAVOUR SILVER CORP | 112,000 | 108,911 | -2.8% | $901.8K |
CIK 1600698 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
