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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 : 2023-12-31
  Total Value : $103,575,000
  Total Value Change : $2,937,000
  Securities Held Change : -1
   
All Securities Held : 12
  New Positions : 0
  Closed Positions : 1
  Increased Positions : 6
  Unchanged Positions : 0
  Decreased Positions : 6

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Holdings Found : 13     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 - $78.55 $21,854,000 315,995 21.1% 12,003,000 135,995 0    N/A
   (FNV)1 Year Chart         FNV Franco-Nevada Corp 2 - $122.93 $14,353,000 129,531 13.86% -786,000 16,124 0.068    Gold
   (RGLD)1 Year Chart         RGLD Royal Gold Inc 3 - $124.58 $13,267,000 109,683 12.81% -54,000 -15,599 0.167    Gold
   (FCNCA)1 Year Chart         FCNCA First Citizens Bancshares I... 4 - $1,754.50 $10,664,000 7,515 10.3% 3,073,000 2,015 0.05    Domestic Regional Banks
   (CNQ)1 Year Chart         CNQ Canadian Natural Resource (... 5 - $77.97 $9,638,000 147,106 9.31% -4,122,000 -65,661 0.012    Independent Oil & Gas
   (EOG)1 Year Chart         EOG EOG Resources Inc 6 - $135.70 $7,272,000 60,121 7.02% -3,814,000 -27,339 0.01    Independent Oil & Gas
   (FRO)1 Year Chart         FRO Frontline Ltd (USA) 7 - $12.14 $6,805,000 339,398 6.57% -4,227,000 -248,046 0.152    Water Transportation
   (SA)1 Year Chart         SA Seabridge Gold Inc (USA) 8 - $15.89 $5,760,000 474,883 5.56% -329,000 -102,233 0.708    Gold
   (WPM)1 Year Chart         WPM Wheaton Precious Metals Corp 9 - $54.00 $5,001,000 101,364 4.83% 2,034,000 28,185 0.023    Silver
   (FERG)1 Year Chart         FERG Ferguson plc 10 - $213.33 $4,233,000 21,925 4.09% -149,000 -4,719 0.01    N/A
   (SBLK)1 Year Chart         SBLK Star Bulk Carriers Corp 11 - $24.71 $2,840,000 133,576 2.74% 1,190,000 48,000 0.139    Water Transportation
   (GNK)1 Year Chart         GNK Genco Shipping & Trading Ltd 12 - $21.55 $1,888,000 113,785 1.82% 520,000 16,000 0.272    Water Transportation
   (PSLV)1 Year Chart         PSLV Sprott Physical Silver Trus... 13 Closed $9.24 $0 0 0% -2,402,000 -316,850 0    Closed - End Fund - E...
      13 Records Found
  1    
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