ARMOR ADVISORS L L C
Q3 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001600698
· CRD 157238
· SEC-registered investment adviser
$657.5M Reported Value Total
ARMOR ADVISORS, L.L.C. reports 4 total accounts under management (AUM). There are 4 discretionary accounts valued at $518,839,227, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
3 funds
· $394.1M gross asset value
Hedge Fund: $394.1M
Source: Form ADV filed 2026-03-26
Reported value
$657.5M
Quarter over quarter
-3.5%
Holdings
9
Top-10 concentration
100.0%
Key People
Form ADV owners & control persons
Dov Plitman
MANAGER
Boris Victorovich Zhilin
OWNER
Julia Valeryevna Flyagina
MEMBER OF REGISTRANT
Filing Navigation
13F Metrics
Loading 13F Metrics
Q3 2022 13F record
Q3 2022 13F filing summary
| Period of report | September 30, 2022 |
|---|---|
| Filed | November 14, 2022 |
| Form | 13F-HR |
| Reported value | $657.5M |
| Positions | 9 |
| Change in reported value | +259.7% |
| New positions | 3 |
| Exited positions | 3 |
| Position turnover | 50.0% |
| Top-10 concentration | 100.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 10, 2026
|
15 | $140.1M |
|
Q1 2026 13F
Filed May 15, 2026
|
14 | $297.8M |
|
Q4 2025 13F
Filed Feb 10, 2026
|
13 | $111.8M |
|
Q3 2025 13F
Filed Nov 10, 2025
|
13 | $179.5M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
14 | $190.9M |
|
Q1 2025 13F
Filed May 9, 2025
|
14 | $125.5M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
11 | $96.0M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
11 | $155.6M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
11 | $135.9M |
|
Q1 2024 13F
Filed May 15, 2024
|
12 | $164.0M |
|
Q4 2023 13F
Filed Feb 13, 2024
|
12 | $103.6M |
|
Q3 2023 13F
Filed Nov 13, 2023
|
13 | $226.7M |
|
Q2 2023 13F
Filed Aug 10, 2023
|
13 | $192.8M |
|
Q1 2023 13F
Filed May 15, 2023
|
11 | $187.2M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
8 | $275.2M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
9 | $657.5M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
9 | $182.8M |
|
Q1 2022 13F
Filed May 16, 2022
|
12 | $864.2M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
9 | $509.0M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
11 | $588.3M |
7 earlier quarters on file — choose one from the quarter menu above.
Top 11 holdings · Q3 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPY P SPDR S&P 500 ETF TR | $560.8M | 85.29% |
| 2 | FERG FERGUSON PLC NEW | $20.7M | 3.15% |
| 3 | FANG DIAMONDBACK ENERGY INC | $15.3M | 2.33% |
| 4 | RGLD ROYAL GOLD INC | $15.1M | 2.3% |
| 5 | FNV FRANCO NEV CORP | $11.5M | 1.74% |
| 6 | EOG EOG RES INC | $9.8M | 1.5% |
| 7 | CNQ CANADIAN NAT RES LTD | $9.3M | 1.42% |
| 8 | CMBT EURONAV NV | $8.0M | 1.22% |
| 9 | SA SEABRIDGE GOLD INC | $4.7M | 0.72% |
| 10 | AMZN P AMAZON COM INC | $2.3M | 0.34% |
| 11 | SWVLW SWVL HOLDINGS CORP | $34.0K | < 0.01% |
Values as reported on the Q3 2022 Form 13F. Every position is in the holdings table below.