13F HOLDINGS REPORT
ARMOR ADVISORS, L.L.C.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001600698-25-000002
Total Value
$96.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CRH PLC | CRH | 302,886 | $28.0M | 29.18% |
| 2 | NAVIOS MARITIME PARTNERS L P | NMM | 310,000 | $13.4M | 13.97% |
| 3 | FRANCO NEV CORP | FNV | 97,242 | $11.4M | 11.91% |
| 4 | FERGUSON ENTERPRISES INC | FERG | 59,600 | $10.3M | 10.77% |
| 5 | NAVIOS MARITIME PARTNERS L P | NMM | 183,573 | $7.9M | 8.27% |
| 6 | STAR BULK CARRIERS CORP | SBLK | 365,763 | $5.5M | 5.69% |
| 7 | ICON PLC | ICLR | 24,100 | $5.1M | 5.26% |
| 8 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 2,284 | $4.8M | 5.03% |
| 9 | ROYAL GOLD INC | RGLD | 33,358 | $4.4M | 4.58% |
| 10 | FRONTLINE PLC | FRO | 190,332 | $2.7M | 2.81% |
| 11 | ISHARES SILVER TR | SLV | 43,777 | $1.2M | 1.20% |
| 12 | SEABRIDGE GOLD INC | SA | 58,184 | $663,879 | 0.69% |
| 13 | TESLA INC | TSLA | 1,500 | $605,760 | 0.63% |