13F Filings for ARMOR ADVISORS, L.L.C. (CIK: 1600698)
View the most recent portfolio holdings disclosed by ARMOR ADVISORS, L.L.C. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| GLD - SPDR GOLD TR(Class: GOLD SHS) | 140K* | $42.68M* | 22.36% | New | 140K ($42.68M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 45K* | $27.80M* | 14.57% | Increased | 41.50K (1185.0%, $25.85M) |
| CRH - CRH PLC(Class: ORD) | 230.85K | $21.19M | 11.10% | Decreased | 45.79K (16.0%, $3.14M) |
| NMM - NAVIOS MARITIME PARTNERS L P(Class: COM UNIT LPI) | 506.11K* | $19.07M* | 9.99% | Increased | 20K (4.0%, $5K) |
| FNV - FRANCO NEV CORP(Class: COM) | 84.31K | $13.82M | 7.24% | Increased | 5.54K (7.0%, $1.41M) |
| RGLD - ROYAL GOLD INC(Class: COM) | 63.60K | $11.31M | 5.93% | Increased | 1.90K (3.0%, $1.22M) |
| KSPI - KASPI KZ JSC(Class: SPONSORED ADS) | 107.01K | $9.08M | 4.76% | Increased | 37.96K (54.0%, $2.67M) |
| FERG - FERGUSON ENTERPRISES INC(Class: COM) | 38.14K | $8.30M | 4.35% | Decreased | 30K (44.0%, $2.61M) |
| HYG - ISHARES TR(Class: IBOXX HI YD ETF) | 100K* | $8.06M* | 4.23% | New | 100K ($8.06M) |
| SBLK - STAR BULK CARRIERS CORP(Class: SHS PAR) | 328.39K | $5.66M | 2.97% | Decreased | 5.68K (1.0%, $466.61K) |
| ICLR - ICON PLC(Class: SHS) | 34.34K | $5M | 2.62% | Unchanged | |
| FCNCA - FIRST CTZNS BANCSHARES INC N(Class: CL A) | 2.50K | $4.90M | 2.57% | Decreased | 679 (21.0%, $1M) |
| HAFN - HAFNIA LTD(Class: ORD SHS) | 825.38K | $4.12M | 2.16% | Decreased | 24.28K (2.0%, $584.04K) |
| BIDU - BAIDU INC(Class: SPON ADR REP A) | 42K | $3.60M | 1.89% | Decreased | 18K (30.0%, $1.92M) |
| FRO - FRONTLINE PLC(Class: COM) | 190.33K | $3.12M | 1.64% | Unchanged | |
| SLV - ISHARES SILVER TR(Class: ISHARES) | 72.78K | $2.39M | 1.25% | Decreased | 17.50K (19.0%, $409.87K) |
| SA - SEABRIDGE GOLD INC(Class: COM) | 53.14K | $771.62K | 0.40% | Unchanged | |
| XLF - SELECT SECTOR SPDR TR(Class: FINANCIAL) | 0* | $0* | - | Exited | 60K ($2.99M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 0* | $0* | - | Exited | 45K ($4.88M) |