ARMOR ADVISORS, L.L.C. 13F Portfolio
ARMOR ADVISORS, L.L.C. runs ARMOR ADVISORS, L.L.C. and currently holds 16 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $140.09M. Their top holdings are CRH, ZBH, ZTS, DVN, AGI. The top five represent 49.0% of reported portfolio weight. ARMOR ADVISORS, L.L.C. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ARMOR ADVISORS, L.L.C. initiated 1 new position. They added to 4 existing positions. They trimmed 6 positions. Their current best-performing preview position is FCNCA with returns of +10.41%.
Portfolio Value
$140.09M
Alpha Score
33.4
#0 of 1000
Holdings
16
ARMOR ADVISORS, L.L.C. Current 13F Holdings
Reported holdings from ARMOR ADVISORS, L.L.C.'s latest SEC 13F filing, ranked by portfolio weight.
16 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CRH CRH PLC | 19.14% | $75.80 | $81.55 | +7.59% | Trimmed -2.76% |
 ZBH ZIMMER BIOMET HOLDINGS INC | 9.30% | $87.44 | $89.13 | +1.93% | Added +221.43% |
 ZTS ZOETIS INC | 8.58% | $80.83 | $74.77 | -7.50% | Added +416.84% |
 DVN DEVON ENERGY CORP NEW | 6.38% | $42.53 | $48.29 | +13.54% | Added +646.07% |
 AGI ALAMOS GOLD INC NEW | 5.60% | $38.97 | $32.91 | -15.56% | Trimmed -2.77% |
 BDX BECTON DICKINSON & CO | 5.02% | $151.33 | $183.72 | +21.40% | New Buy |
 FCNCA FIRST CTZNS BANCSHARES INC N | 3.73% | $1,647.38 | $2,068.39 | +25.56% | Trimmed -2.75% |
 EOG EOG RES INC | 3.61% | $130.87 | $148.14 | +13.20% | Added +1199.77% |
 FERG FERGUSON ENTERPRISES INC | 2.52% | $179.20 | $220.10 | +22.82% | Trimmed -11.44% |
 SA SEABRIDGE GOLD INC | 0.91% | $15.24 | $28.09 | +84.32% | Trimmed -2.77% |
Showing 1-10 of 16