SEC Form 13F

ARMOR ADVISORS, L.L.C. 13F Holdings

Inspect ARMOR ADVISORS, L.L.C.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-11T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-11
Reported value
$140,087,859
Positions
16

Read this manager's filing book

Step 1 of 3

Disclosed positions

ARMOR ADVISORS, L.L.C.: source evidence dated 2026-08-11T03:59:59.999Z.

Issuer
CRH PLC
Ticker
CRH
Class
ORD
Reported value
$26,811,739
Reported amount
250,577
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001600698-26-000007
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
CRH PLCCRHORD$26,811,739250,577SHNone
SPDR GOLD TRGLDGOLD SHS$17,682,24048,000SHCall
NAVIOS MARITIME PARTNERS L PUnresolvedCOM UNIT LPI$13,747,103196,191SHNone
ZIMMER BIOMET HOLDINGS INCZBHCOM$13,022,318151,264SHNone
ZOETIS INCZTSCL A$12,014,776167,197SHNone
KASPI KZ JSCKSPISPONSORED ADS$11,884,495137,171SHNone
DEVON ENERGY CORP NEWDVNCOM$8,940,037216,361SHNone
ALAMOS GOLD INC NEWAGICOM CL A$7,839,340258,383SHNone
BECTON DICKINSON & COBDXCOM$7,033,97046,481SHNone
FIRST CTZNS BANCSHARES INC NFCNCACL A$5,222,7832,510SHNone
EOG RES INCEOGCOM$5,058,56238,993SHNone
SKEENA RES LTD NEWSKECOM$3,832,535143,756SHNone
FERGUSON ENTERPRISES INCFERGCOM$3,531,94514,882SHNone
OSISKO DEVELOPMENT CORPODVCOM NEW$1,284,543522,172SHNone
SEABRIDGE GOLD INCSEACOM$1,279,69049,716SHNone
ENDEAVOUR SILVER CORPEXKCOM$901,783108,911SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 1 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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