ARMOR ADVISORS, L.L.C.: 13F holdings
CIK 16006982026Q2
| Positions | 16 |
|---|
| Reported value | $140.1m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 16 (-2 vs prior quarter) |
|---|
| Reported value | $140.1m (-53.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CRH PLC | 250,577 | $26.8m | 19.1% |
| NAVIOS MARITIME PARTNERS L P | 196,191 | $13.7m | 9.8% |
| ZBH ZIMMER BIOMET HOLDINGS INC | 151,264 | $13.0m | 9.3% |
| ZTS ZOETIS INC | 167,197 | $12.0m | 8.6% |
| KSPI KASPI KZ JSC | 137,171 | $11.9m | 8.5% |
| DVN DEVON ENERGY CORP NEW | 216,361 | $8.9m | 6.4% |
| AGI ALAMOS GOLD INC NEW | 258,383 | $7.8m | 5.6% |
| BDX BECTON DICKINSON & CO | 46,481 | $7.0m | 5.0% |
| FCNCA FIRST CTZNS BANCSHARES INC N | 2,510 | $5.2m | 3.7% |
| EOG EOG RES INC | 38,993 | $5.1m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1600698")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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