Armor Advisors, L.L.C. Top Holdings and 13F Report (2025) About Armor Advisors, L.L.C.Investment ActivityArmor Advisors, L.L.C. has $96.04 million in total holdings as of December 31, 2024.Armor Advisors, L.L.C. owns shares of 12 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 25.74% of the portfolio was purchased this quarter.About 70.28% of the portfolio was sold this quarter.This quarter, Armor Advisors, L.L.C. has purchased 12 new stocks and bought additional shares in 1 stock.Armor Advisors, L.L.C. sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings CRH PLC $28,023,013Navios Maritime Partners $21,366,775Franco-Nevada $11,434,687FERGUSON ENTERPRISES INC $10,344,772Star Bulk Carriers $5,468,157 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $10,344,772 HoldingICON Public $5,054,011 HoldingFrontline $2,700,811 HoldingTesla $605,760 Holding Largest Purchases this Quarter FERGUSON ENTERPRISES INC 59,600 shares (about $10.34M)CRH PLC 65,000 shares (about $6.01M)ICON Public 24,100 shares (about $5.05M)Frontline 190,332 shares (about $2.70M)Tesla 1,500 shares (about $605.76K) Largest Sales this Quarter Royal Gold 66,000 shares (about $8.70M)First Citizens BancShares 3,515 shares (about $7.43M)Seabridge Gold 251,356 shares (about $2.87M)Navios Maritime Partners 59,360 shares (about $2.57M)Franco-Nevada 18,639 shares (about $2.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArmor Advisors, L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCRH PLC$28,023,013$6,013,800 ▲27.3%302,88629.2%ORDNMMNavios Maritime Partners$21,366,775$2,569,694 ▼-10.7%493,57322.2%TransportationFNVFranco-Nevada$11,434,687$2,191,760 ▼-16.1%97,24211.9%Basic MaterialsFERGUSON ENTERPRISES INC$10,344,772$10,344,772 ▲New Holding59,60010.8%COMSBLKStar Bulk Carriers$5,468,157$1,623,271 ▼-22.9%365,7635.7%TransportationICLRICON Public$5,054,011$5,054,011 ▲New Holding24,1005.3%MedicalFCNCAFirst Citizens BancShares$4,826,138$7,427,266 ▼-60.6%2,2845.0%FinanceRGLDRoyal Gold$4,398,252$8,702,099 ▼-66.4%33,3584.6%Basic MaterialsFROFrontline$2,700,811$2,700,811 ▲New Holding190,3322.8%TransportationSLViShares Silver Trust$1,152,648$769,441 ▼-40.0%43,7771.2%ETFSASeabridge Gold$663,879$2,867,970 ▼-81.2%58,1840.7%Basic MaterialsTSLATesla$605,760$605,760 ▲New Holding1,5000.6%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$0$15,782,400 ▼-100.0%00.0%FinanceXPXP$0$14,634,734 ▼-100.0%00.0%FinanceFRONTLINE LTD$0$6,661,780 ▼-100.0%00.0%SHS NEWWPMWheaton Precious Metals$0$4,265,705 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
