Armor Advisors, L.L.C. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Armor Advisors, L.L.C. disclosed 13 US equity positions worth $105.5m in its Q3 2025 13F filing. The largest position was CRH at 24.2% of the reported book, followed by FNV and RGLD. Against the Q2 2025 filing, it opened 0 new positions, added to 5 and reduced 5 among the top 13 holdings.
What did Armor Advisors, L.L.C. own in Q3 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CRH CRH PLC | Basic Materials | 24.2% | $25.6m | 213,349 | -8% | reduced |
| 2 | FNV FRANCO NEV CORP | Basic Materials | 13.5% | $14.2m | 63,812 | -24% | reduced |
| 3 | RGLD ROYAL GOLD INC | Basic Materials | 11.2% | $11.8m | 58,805 | -8% | reduced |
| 4 | KSPI KASPI KZ JSC | 9.0% | $9.5m | 115,880 | 8% | added | |
| 5 | NMM NAVIOS MARITIME PARTNERS L P | 8.6% | $9.1m | 201,776 | 3% | added | |
| 6 | ICLR ICON PLC | Healthcare | 6.5% | $6.8m | 38,934 | 13% | added |
| 7 | SBLK STAR BULK CARRIERS CORP | Industrials | 5.8% | $6.1m | 328,390 | 0% | held |
| 8 | SLV ISHARES SILVER TR | 4.9% | $5.2m | 123,277 | 69% | added | |
| 9 | HAFNIA LTD | 4.7% | $4.9m | 825,376 | 0% | held | |
| 10 | FRO FRONTLINE PLC | Energy | 4.5% | $4.8m | 210,332 | 11% | added |
| 11 | FERG FERGUSON ENTERPRISES INC | Industrials | 3.3% | $3.5m | 15,386 | -60% | reduced |
| 12 | FCNCA FIRST CTZNS BANCSHARES INC N | Financial Services | 2.6% | $2.7m | 1,537 | -39% | reduced |
| 13 | SA SEABRIDGE GOLD INC | 1.2% | $1.3m | 53,142 | 0% | held |
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.