13F HOLDINGS REPORT
ARMOR ADVISORS, L.L.C.
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001600698-26-000003
Total Value
$111.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CRH PLC | CRH | 227,989 | $28.5M | 25.46% |
| 2 | NAVIOS MARITIME PARTNERS L P | NMM | 310,000 | $16.3M | 14.54% |
| 3 | NAVIOS MARITIME PARTNERS L P | NMM | 201,776 | $10.6M | 9.47% |
| 4 | KASPI KZ JSC | 48581R205 | 131,080 | $10.2M | 9.16% |
| 5 | ALAMOS GOLD INC NEW | AGI | 248,245 | $9.6M | 8.57% |
| 6 | ISHARES SILVER TR | SLV | 147,595 | $9.5M | 8.51% |
| 7 | ICON PLC | ICLR | 39,868 | $7.3M | 6.50% |
| 8 | STAR BULK CARRIERS CORP | SBLK | 328,390 | $6.3M | 5.65% |
| 9 | FERGUSON ENTERPRISES INC | FERG | 14,804 | $3.3M | 2.95% |
| 10 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 1,479 | $3.2M | 2.84% |
| 11 | ABRDN PLATINUM ETF TRUST | PPLT | 12,903 | $2.4M | 2.15% |
| 12 | SKEENA RES LTD NEW | 83056P715 | 90,400 | $2.1M | 1.92% |
| 13 | SEABRIDGE GOLD INC | SA | 51,132 | $1.5M | 1.35% |
| 14 | ENDEAVOUR SILVER CORP | EXK | 111,000 | $1.0M | 0.93% |