Armor Advisors as of Dec. 31, 2023
Portfolio Holdings for Armor Advisors
Armor Advisors holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CRH Ord (CRH) | 21.1 | $22M | 316k | 69.16 | |
| Franco-Nevada Corporation (FNV) | 13.9 | $14M | 130k | 110.81 | |
| Royal Gold (RGLD) | 12.8 | $13M | 110k | 120.96 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 10.3 | $11M | 7.5k | 1418.97 | |
| Canadian Natural Resources (CNQ) | 9.3 | $9.6M | 147k | 65.52 | |
| EOG Resources (EOG) | 7.0 | $7.3M | 60k | 120.95 | |
| Frontline Shs New | 6.6 | $6.8M | 339k | 20.05 | |
| Seabridge Gold (SA) | 5.6 | $5.8M | 475k | 12.13 | |
| Wheaton Precious Metals Corp (WPM) | 4.8 | $5.0M | 101k | 49.34 | |
| Ferguson SHS | 4.1 | $4.2M | 22k | 193.07 | |
| Star Bulk Carriers Corp Shs Par (SBLK) | 2.7 | $2.8M | 134k | 21.26 | |
| Genco Shipping & Trading SHS (GNK) | 1.8 | $1.9M | 114k | 16.59 |
