account_balance
Investment manager · 13F filer · SEC CIK 1600698
Armor Advisors, L.l.c.
Reported value$122Mas of Jun 30, 2026
Positions15 1 new, 0 sold out
Top 10 weight91.2%CRH alone is 22%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CRHCRH PLC
21.9%Trimmed −3%
NMMNavios Maritime Partners L P
11.2%Trimmed −3%
ZBHZimmer Biomet Holdings Inc
10.6%Added +221%
ZTSZoetis Inc
9.8%Added +417%
KSPIKaspi Kz JSC
9.7%Trimmed −3%
DVNDevon Energy Corp New
7.3%Added +646%
AGIAlamos Gold Inc New
6.4%Trimmed −3%
BDXBecton Dickinson & Co
5.7%New
FCNCAFirst Ctzns Bancshares Inc N
4.3%Trimmed −3%
EOGEog Res Inc
4.1%Added +1200%
SKESkeena Res Ltd New
3.1%Trimmed −3%
FERGFerguson Enterprises Inc
2.9%Trimmed −11%
CRHCRH PLC
21.9%Trimmed −3%
NMM11.2%ZBH10.6%ZTS9.8%KSPIKaspi Kz JSC
9.7%Trimmed −3%
DVN7.3%AGI6.4%BDX5.7%FCNCA4.3%EOG4.1%SKE3.1%FERG2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CRH CRH PLC 21.9% Trimmed −3%NMM Navios Maritime Partners L P 11.2% Trimmed −3%ZBH Zimmer Biomet Holdings Inc 10.6% Added +221%ZTS Zoetis Inc 9.8% Added +417%KSPI Kaspi Kz JSC 9.7% Trimmed −3%DVN Devon Energy Corp New 7.3% Added +646%AGI Alamos Gold Inc New 6.4% Trimmed −3%BDX Becton Dickinson & Co 5.7% NewFCNCA First Ctzns Bancshares Inc N 4.3% Trimmed −3%EOG Eog Res Inc 4.1% Added +1200%SKE Skeena Res Ltd New 3.1% Trimmed −3%FERG Ferguson Enterprises Inc 2.9% Trimmed −11%
What changed