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Armor Advisors, L.L.C.

CIK:0001600698
Investment Adviser
$191M AUM
18 holdings
New York, NY, United States
Founded:2014
8 employees
Latest filing:Jun 30, 2025

ARMOR ADVISORS, L.L.C. is a registered investment adviser headquartered in New York, NY. As of 2025, the firm serves individual and high net worth clients, as well as charitable organizations, managing assets primarily for United States persons. Their assets under management are approximately $191 million. The company operates as an independent advisory firm and is regulated by the SEC. The employee count is not explicitly reported, but similar firms in this range often have under 10 employees.

Investment Strategy

ARMOR ADVISORS, L.L.C. primarily provides discretionary investment advisory services, constructing and managing diversified portfolios of public equities and fixed income securities. Investment decisions are tailored to meet the risk tolerance and objectives of each client, with a focus on long-term capital appreciation balanced with risk management. Their approach includes analysis of macroeconomic factors and individual security selection, catering to both individuals and charitable organizations.

Top Buys
K
KKS.FKASPI KZ JSC
+$2.7M
F
FNVFRANCO NEV CORP
+$1.4M
R
RGLDROYAL GOLD INC
+$1.2M
F
FCNCAFIRST CTZNS BANCSHARES INC N
-$1.0M
N
NMMNAVIOS MARITIME PARTNERS L P
+$482.4K
Top Sells
C
CRHCRH PLC
-$3.1M
F
FERGFERGUSON ENTERPRISES INC
-$2.6M
I
ICLRICON PLC
-$1.0M
F
FCNCAFIRST CTZNS BANCSHARES INC N
-$1.0M
N
NMMNAVIOS MARITIME PARTNERS L P
+$482.4K

Top Holdings

C
CRHCRH PLC
+11.1%$21.2M
F
FNVFRANCO NEV CORP
+7.2%$13.8M
R
RGLDROYAL GOLD INC
+5.9%$11.3M
K
KKS.FKASPI KZ JSC
+4.8%$9.1M
F
FERGFERGUSON ENTERPRISES INC
+4.4%$8.3M

Equity Positions (13)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
C
CRH
CRH PLC11.10%$21.2M230,849$68.36$91.80-$3.1M
F
FNV
FRANCO NEV CORP7.24%$13.8M84,312$119.01$163.92+$1.4M
R
RGLD
ROYAL GOLD INC5.93%$11.3M63,605$134.87$177.84+$1.2M
K
KKS.F
KASPI KZ JSC4.76%$9.1M107,009$80.57$71.60+$2.7M
F
FERG
FERGUSON ENTERPRISES INC4.35%$8.3M38,136$171.90$217.75-$2.6M

Options Positions (4)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
G
GLD
SPDR GOLD TRNew
Call
$42.7M1,400$304.83$304.83+1,400+$42.7M
S
SPY
SPDR S&P 500 ETF TRBought
Put
$27.8M450$617.85$613.30+415+$25.8M
N
NMM
NAVIOS MARITIME PARTNERS L P
Call
$11.7M3,100$37.68$62.630-$477.4K
H
HYG
ISHARES TRNew
Put
$8.1M1,000$80.65$80.65+1,000+$8.1M

Industry Allocation

COMMODITY CONTRACTS BROKERS & DEALERS
+23.6%
DEEP SEA FOREIGN TRANSPORTATION OF FREIGHT
+14.6%
CEMENT, HYDRAULIC
+11.1%
WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
+8.7%
GOLD AND SILVER ORES
+7.6%