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%CRH alone is 22%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CRH
Crh PLC
21.9%Trimmed
NMM
Navios Maritime Partners L P
11.2%Trimmed
ZBH
Zimmer Biomet Holdings INC
10.6%Added
ZTS
Zoetis INC
9.8%Added
KSPI
Kaspi Kz Jsc
9.7%Trimmed
DVN
Devon Energy Corp New
7.3%Added
AGI
Alamos Gold INC New
6.4%Trimmed
BDX
Becton Dickinson & CO
5.7%New
FCNCA
First Ctzns Bancshares INC N
4.3%Trimmed
EOG
Eog Res INC
4.1%Added
5 others
8.8%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed