Filed: 2/10/2026ACC: 0001600698-26-000003
📋 What this filing means
ARMOR ADVISORS, L.L.C. filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $111.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$111.77M
Total AUM (reported)
1.92M
Total Shares
Allocation by class
ORD$28.45M25.5%
COM UNIT LPI$26.83M24.0%
SPONSORED ADS$10.24M9.2%
COM CL A$9.58M8.6%
ISHARES$9.51M8.5%
COM$8.00M7.2%
SHS$7.26M6.5%
Portfolio Concentration
Top 3$65.53M58.6%
4–10$41.54M37.2%
11–25$4.70M4.2%
Top 3 weight
58.6%
Top 10 weight
95.8%
Voting Authority Distribution
Total shares with voting rights: 1.92M
Sole
Full voting authority
1.92M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
CRH PLC
SOLEShares227.99K
TypeSH
Market value$28.45M
25.46%
Sole
227.99K
Shared
0.00
None
0.00
NAVIOS MARITIME PARTNERS L P
SOLEShares511.78K
TypeSH
Market value$26.83M
24.01%
Sole
511.78K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares131.08K
TypeSH
Market value$10.24M
9.16%
Sole
131.08K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares248.25K
TypeSH
Market value$9.58M
8.57%
Sole
248.25K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares147.59K
TypeSH
Market value$9.51M
8.51%
Sole
147.59K
Shared
0.00
None
0.00
ICON PLC
SOLEShares39.87K
TypeSH
Market value$7.26M
6.50%
Sole
39.87K
Shared
0.00
None
0.00
STAR BULK CARRIERS CORP
SOLEShares328.39K
TypeSH
Market value$6.31M
5.65%
Sole
328.39K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares14.80K
TypeSH
Market value$3.30M
2.95%
Sole
14.80K
Shared
0.00
None
0.00
FIRST CTZNS BANCSHARES INC N
SOLEShares1.48K
TypeSH
Market value$3.17M
2.84%
Sole
1.48K
Shared
0.00
None
0.00
ABRDN PLATINUM ETF TRUST
SOLEShares12.90K
TypeSH
Market value$2.41M
2.15%
Sole
12.90K
Shared
0.00
None
0.00
SKEENA RES LTD NEW
SOLEShares90.40K
TypeSH
Market value$2.15M
1.92%
Sole
90.40K
Shared
0.00
None
0.00
SEABRIDGE GOLD INC
SOLEShares51.13K
TypeSH
Market value$1.51M
1.35%
Sole
51.13K
Shared
0.00
None
0.00
ENDEAVOUR SILVER CORP
SOLEShares111K
TypeSH
Market value$1.04M
0.93%
Sole
111K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CRH PLCSOLE | ORD | 227.99K | SH | $28.45M 25.46% | 227.99K | 0.00 | 0.00 |
NAVIOS MARITIME PARTNERS L PSOLE | COM UNIT LPI | 511.78K | SH | $26.83M 24.01% | 511.78K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 131.08K | SH | $10.24M 9.16% | 131.08K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 248.25K | SH | $9.58M 8.57% | 248.25K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 147.59K | SH | $9.51M 8.51% | 147.59K | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 39.87K | SH | $7.26M 6.50% | 39.87K | 0.00 | 0.00 |
STAR BULK CARRIERS CORPSOLE | SHS PAR | 328.39K | SH | $6.31M 5.65% | 328.39K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COM | 14.80K | SH | $3.30M 2.95% | 14.80K | 0.00 | 0.00 |
FIRST CTZNS BANCSHARES INC NSOLE | CL A | 1.48K | SH | $3.17M 2.84% | 1.48K | 0.00 | 0.00 |
ABRDN PLATINUM ETF TRUSTSOLE | PHYSCL PLATM SHS | 12.90K | SH | $2.41M 2.15% | 12.90K | 0.00 | 0.00 |
SKEENA RES LTD NEWSOLE | COM | 90.40K | SH | $2.15M 1.92% | 90.40K | 0.00 | 0.00 |
SEABRIDGE GOLD INCSOLE | COM | 51.13K | SH | $1.51M 1.35% | 51.13K | 0.00 | 0.00 |
ENDEAVOUR SILVER CORPSOLE | COM | 111K | SH | $1.04M 0.93% | 111K | 0.00 | 0.00 |