ARMOR ADVISORS L L C
Q4 2023 Form 13-F
NEW YORK, NEW YORK
CIK 0001600698
· CRD 157238
· SEC-registered investment adviser
$103.6M 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
$103.6M
Quarter over quarter
+5.3%
Holdings
12
Top-10 concentration
95.4%
Key People
Form ADV owners & control persons
Dov Plitman
MANAGER
Boris Victorovich Zhilin
OWNER
Julia Valeryevna Flyagina
MEMBER OF REGISTRANT
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13F Metrics
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 13, 2024 |
| Form | 13F-HR |
| Reported value | $103.6M |
| Positions | 12 |
| Change in reported value | -54.3% |
| New positions | 0 |
| Exited positions | 1 |
| Position turnover | 7.7% |
| Top-10 concentration | 95.4% |
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 12 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CRH CRH PLC | $21.9M | 21.1% |
| 2 | FNV FRANCO NEV CORP | $14.4M | 13.86% |
| 3 | RGLD ROYAL GOLD INC | $13.3M | 12.81% |
| 4 | FCNCA FIRST CTZNS BANCSHARES INC N | $10.7M | 10.3% |
| 5 | CNQ CANADIAN NAT RES LTD | $9.6M | 9.31% |
| 6 | EOG EOG RES INC | $7.3M | 7.02% |
| 7 | FROXXXX FRONTLINE LTD | $6.8M | 6.57% |
| 8 | SA SEABRIDGE GOLD INC | $5.8M | 5.56% |
| 9 | WPM WHEATON PRECIOUS METALS CORP | $5.0M | 4.83% |
| 10 | FERG FERGUSON PLC NEW | $4.2M | 4.09% |
| 11 | SBLK STAR BULK CARRIERS CORP | $2.8M | 2.74% |
| 12 | GNK GENCO SHIPPING & TRADING LTD | $1.9M | 1.82% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.