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  Name: ARMOR ADVISORS L.L.C.
  City: NEW YORK
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $101,639,000
  Total Value Change : $19,625,000
  Securities Held Change : 3
   
All Securities Held : 14
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 5
  Unchanged Positions : 1
  Decreased Positions : 5

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Holdings Found : 14     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (CRHCF)1 Year Chart         CRHCF CRH Plc 1 - $94.94 $24,336,000 276,641 23.94% -3,687,000 -26,245 0    N/A
   (FNV)1 Year Chart         FNV Franco-Nevada Corp 2 - $165.09 $12,411,000 78,770 12.21% 976,000 -18,472 0.041    Gold
   (FERG)1 Year Chart         FERG Ferguson plc 3 - $223.32 $10,917,000 68,136 10.74% 572,000 8,536 0.034    N/A
   (RGLD)1 Year Chart         RGLD Royal Gold Inc 4 - $179.82 $10,089,000 61,705 9.93% 5,691,000 28,347 0.094    Gold
   (NMM)1 Year Chart         NMM Navios Maritime Partners L.P 5 - $38.63 $6,907,000 176,105 6.8% -1,040,000 -7,468 1.552    Gold
   (KSPI)1 Year Chart         KSPI Kaspikz JSC ADR 6 New $84.64 $6,411,000 69,050 6.31% 6,411,000 69,050 0.036    N/A
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 7 - $150.10 $6,010,000 34,342 5.91% 956,000 10,242 0.043    Research Services
   (FCNCA)1 Year Chart         FCNCA First Citizens Bancshares I... 8 - $2,088.73 $5,900,000 3,182 5.8% 1,074,000 898 0.021    Domestic Regional Banks
   (SBLK)1 Year Chart         SBLK Star Bulk Carriers Corp 9 - $18.04 $5,198,000 334,069 5.11% -270,000 -31,694 0.348    Water Transportation
   (BIDU)1 Year Chart         BIDU Baidu Inc 10 New $86.35 $3,681,000 40,000 3.62% 3,681,000 40,000 0.015    Internet Service Prov...
   (HAFN)1 Year Chart         HAFN Hafnia Ltd 11 New $5.20 $3,535,000 849,659 3.48% 3,535,000 849,659 0.167    N/A
   (FRO)1 Year Chart         FRO Frontline Ltd (USA) 12 - $12.14 $2,826,000 190,332 2.78% 125,000 0 0.085    Water Transportation
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 13 - $33.51 $2,798,000 90,277 2.75% 1,645,000 46,500 0.015    Closed - End Fund - E...
   (SA)1 Year Chart         SA Seabridge Gold Inc (USA) 14 - $15.22 $620,000 53,142 0.61% -44,000 -5,042 0.079    Gold
      14 Records Found
  1    
Page 1 of 1
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