Armor Advisors, L.L.C. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Armor Advisors, L.L.C. disclosed 11 US equity positions worth $120.4m in its Q3 2024 13F filing. The largest position was CRH at 18.3% of the reported book, followed by NMM and XP.
What did Armor Advisors, L.L.C. own in Q3 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CRH CRH PLC | Basic Materials | 18.3% | $22.1m | 237,886 | – | |
| 2 | NMM NAVIOS MARITIME PARTNERS L P | 12.6% | $15.2m | 242,933 | – | ||
| 3 | XP XP INC | Financial Services | 12.2% | $14.6m | 815,760 | – | |
| 4 | FNV FRANCO NEV CORP | Basic Materials | 12.0% | $14.4m | 115,881 | – | |
| 5 | RGLD ROYAL GOLD INC | Basic Materials | 11.6% | $13.9m | 99,358 | – | |
| 6 | SBLK STAR BULK CARRIERS CORP | Industrials | 9.3% | $11.2m | 474,343 | – | |
| 7 | FCNCA FIRST CTZNS BANCSHARES INC N | Financial Services | 8.9% | $10.7m | 5,799 | – | |
| 8 | FRO FRONTLINE LTD | Energy | 5.5% | $6.7m | 291,544 | – | |
| 9 | SA SEABRIDGE GOLD INC | 4.3% | $5.2m | 309,540 | – | ||
| 10 | WPM WHEATON PRECIOUS METALS CORP | Basic Materials | 3.5% | $4.3m | 69,838 | – | |
| 11 | SLV ISHARES SILVER TR | 1.7% | $2.1m | 73,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.