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13F-HR filed by ARMOR ADVISORS, L.L.C.

ARMOR ADVISORS, L.L.C. filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-13, with 12 holding rows worth $103,575,520.

Accession
0001600698-24-000003
Filed
2024-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 12 entries on the cover page, a total value of $103,575,520 stated on the cover page (in dollars after the unit check, H1), rows summing to $103,575,520 with VALUE read as dollars as filed, 13F file number 028-20061. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CRH PLC ORDG25508105Stock315,995$21,854,214dollars as filed
FRANCO NEV CORP COM351858105Stock129,531$14,353,330dollars as filed
ROYAL GOLD INC780287108COM109,683$13,267,256dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock7,515$10,663,560dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock147,106$9,638,385dollars as filed
EOG RES INC COM26875P101Stock60,121$7,271,635dollars as filed
FRONTLINE PLC FG3682E192ORD SHS339,398$6,804,930dollars as filed
SEABRIDGE GOLD INC811916105COM *D*474,883$5,760,331dollars as filed
WHEATON PRECIOUS METALS CORP COM962879102Stock101,364$5,001,300dollars as filed
FERGUSON PLC NEWG3421J106SHS21,925$4,233,060dollars as filed
STAR BULK CARRIERS CORP.Y8162K204SHS PAR133,576$2,839,826dollars as filed
GENCO SHIPPING TRADING LTDY2685T131COMMON STOCK113,785$1,887,693dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001600698-24-000003this filing2024-02-13acceptance time not in the bulk data set