0001013594-23-000198.txt : 20230214 0001013594-23-000198.hdr.sgml : 20230214 20230214094228 ACCESSION NUMBER: 0001013594-23-000198 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ARMOR ADVISORS, L.L.C. CENTRAL INDEX KEY: 0001600698 IRS NUMBER: 134013586 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20061 FILM NUMBER: 23623562 BUSINESS ADDRESS: STREET 1: 410 PARK AVENUE STREET 2: SUITE 530 CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: (646) 873-8501 MAIL ADDRESS: STREET 1: 410 PARK AVENUE STREET 2: SUITE 530 CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001600698 XXXXXXXX 12-31-2022 12-31-2022 false ARMOR ADVISORS, L.L.C.

410 PARK AVENUE SUITE 530 NEW YORK NY 10022

13F HOLDINGS REPORT 028-20061 000157238 801-73922 N Eden Nanazia (646) 873-8501 /s/ Eden Nanazia New York NY 02-14-2023 0 10 275225855 INFORMATION TABLE 2 informationtable.xml CANADIAN NAT RES LTD COM 136385101 12966255 233500 SH SOLE 233500 0 0 EOG RES INC COM 26875P101 11721560 90500 SH SOLE 90500 0 0 FERGUSON PLC NEW SHS G3421J106 24713949 194644 SH SOLE 194644 0 0 FRANCO NEV CORP COM 351858105 18042656 132200 SH SOLE 132200 0 0 FRONTLINE LTD SHS NEW G3682E192 9190830 757070 SH SOLE 757070 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 3090000 375000 SH SOLE 375000 0 0 ROYAL GOLD INC COM 780287108 21034905 186612 SH SOLE 186612 0 0 SEABRIDGE GOLD INC COM 811916105 7422200 590000 SH SOLE 590000 0 0 APPLE INC COM 037833100 2598600 20000 SH Put SOLE 20000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 164444900 430000 SH Put SOLE 430000 0 0