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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 : 6     View All Holdings Currently Viewing:  Decreased Positions     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
   (RGLD)1 Year Chart         RGLD Royal Gold Inc 3 - $123.41 $13,267,000 109,683 12.81% -54,000 -15,599 0.167    Gold
   (CNQ)1 Year Chart         CNQ Canadian Natural Resource (... 5 - $77.10 $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 - $129.83 $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 - $14.97 $5,760,000 474,883 5.56% -329,000 -102,233 0.708    Gold
   (FERG)1 Year Chart         FERG Ferguson plc 10 - $219.53 $4,233,000 21,925 4.09% -149,000 -4,719 0.01    N/A

      6 Records Found
  1    
Page 1 of 1
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