Armor Advisors, L.L.C. reported 16 holdings worth US$140M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Armor Advisors, L.L.C. reported 16 holdings worth US$140M as of Jun 30, 2026. Largest: Navios Maritime Partners Lp, Zimmer Biomet Holdings, Inc. and Zoetis Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$140M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Navios Maritime Partners Lp | 196K | US$13.7M | 9.8% |
| Zimmer Biomet Holdings, Inc. | 151K | US$13M | 9.3% |
| Zoetis Inc. | 167K | US$12M | 8.6% |
| Devon Energy Corporation | 216K | US$8.94M | 6.4% |
| Alamos Gold Inc. | 258K | US$7.84M | 5.6% |
| Becton, Dickinson And Company | 46,481 | US$7.03M | 5.0% |
| First Citizens Bancshares, Inc. | 2,510 | US$5.22M | 3.7% |
| Eog Resources, Inc. | 38,993 | US$5.06M | 3.6% |
| Skeena Resources Limited | 144K | US$3.83M | 2.7% |
| Ferguson Enterprises Inc. | 14,882 | US$3.53M | 2.5% |
| Osisko Gold Group Inc. | 522K | US$1.28M | 0.92% |
| Seabridge Gold Inc | 49,716 | US$1.28M | 0.91% |
| Endeavour Silver Corp. | 109K | US$902K | 0.64% |