Armor Advisors, L.L.C. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Armor Advisors, L.L.C. disclosed 14 US equity positions worth $89.8m in its Q1 2026 13F filing. The largest position was CRH at 30.2% of the reported book, followed by NMM and AGI.
What did Armor Advisors, L.L.C. own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CRH CRH PLC | Basic Materials | 30.2% | $27.1m | 257,689 | – | |
| 2 | NMM NAVIOS MARITIME PARTNERS L P | 15.2% | $13.6m | 201,776 | – | ||
| 3 | AGI ALAMOS GOLD INC NEW | Basic Materials | 13.2% | $11.8m | 265,745 | – | |
| 4 | KSPI KASPI KZ JSC | Technology | 11.6% | $10.4m | 141,080 | – | |
| 5 | FCNCA FIRST CTZNS BANCSHARES INC N | Financial Services | 5.4% | $4.9m | 2,581 | – | |
| 6 | SKE SKEENA RES LTD NEW | Basic Materials | 4.9% | $4.4m | 147,847 | – | |
| 7 | ZBH ZIMMER BIOMET HOLDINGS INC | Healthcare | 4.7% | $4.3m | 47,060 | – | |
| 8 | FERG FERGUSON ENTERPRISES INC | Industrials | 4.4% | $3.9m | 16,804 | – | |
| 9 | ZTS ZOETIS INC | Healthcare | 4.3% | $3.8m | 32,350 | – | |
| 10 | DVN DEVON ENERGY CORP NEW | Energy | 1.6% | $1.5m | 29,000 | – | |
| 11 | SA SEABRIDGE GOLD INC | 1.6% | $1.4m | 51,132 | – | ||
| 12 | NPDEUR OSISKO DEVELOPMENT CORP | 1.3% | $1.1m | 353,000 | – | ||
| 13 | EXK ENDEAVOUR SILVER CORP | Basic Materials | 1.2% | $1.0m | 112,000 | – | |
| 14 | EOG EOG RES INC | Energy | 0.5% | $433.7k | 3,000 | – |
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.