The Analysis of ARMOR ADVISORS, L.L.C.'s Holdings

Currently, ARMOR ADVISORS, L.L.C. holds 13 types of securities in its portfolio with a total value $95.5M. In the most recent quarter, they have increased their positions in AGI (+248.2K shares, valued at $9.6M), PPLT (+12.9K shares, valued at $2.4M), N/A (+90.4K shares, valued at $2.1M); decreased their positions in N/A (-582 shares, valued at $129.6K), N/A (-58 shares, valued at $124.5K), SA (-2.0K shares, valued at $59.5K); initiated new positions in AGI (+248.2K shares, valued at $9.6M), PPLT (+12.9K shares, valued at $2.4M), N/A (+90.4K shares, valued at $2.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CRH PLC CRH PLC228.0K shares6.86%2025-12-312026-02-10

NMM NAVIOS MARITIME PARTNERS L P201.8K shares0.00%2025-12-312026-02-10

KSPI KASPI KZ JSC131.1K shares13.12%2025-12-312026-02-10

AGI ALAMOS GOLD INC NEW248.2K sharesnew addition2025-12-312026-02-10

SLV ISHARES SILVER TR147.6K shares19.73%2025-12-312026-02-10

ICLR ICON PLC39.9K shares2.40%2025-12-312026-02-10

SBLK STAR BULK CARRIERS CORP328.4K shares0.00%2025-12-312026-02-10

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC14.8K shares-3.78%2025-12-312026-02-10

Sponsored

FIRST CTZNS BANCSHARES INC N FIRST CTZNS BANCSHARES INC N1.5K shares-3.77%2025-12-312026-02-10

PPLT ABRDN PLATINUM ETF TRUST12.9K sharesnew addition2025-12-312026-02-10

SKEENA RES LTD NEW SKEENA RES LTD NEW90.4K sharesnew addition2025-12-312026-02-10

SA SEABRIDGE GOLD INC51.1K shares-3.78%2025-12-312026-02-10

EXK ENDEAVOUR SILVER CORP111.0K sharesnew addition2025-12-312026-02-10

Call Option Holdings

NMM Call CallNAVIOS MARITIME PARTNERS L P310.0K shares0.00%2025-12-312026-02-10

Put Option Holdings

No put option holdings data available