SEC 13F Intelligence

Armor Advisors, L.L.C. / FNV

Armor Advisors, L.L.C.’s Franco Nev Corp Position

Does Armor Advisors, L.L.C. own Franco Nev Corp (FNV)? Not currently — the last reported position was 63.8K shares worth $14M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$14M
Q3 2025
Shares
63.8K
% of Portfolio
+7.93%
Quarters Held
24
position exited

Position History FNV

Reported value by quarter
Q4 ’19: $44MQ4 ’19Q1 ’20: $30MQ2 ’20: $38MQ3 ’20: $29MQ3 ’20Q4 ’20: $29MQ1 ’21: $28MQ2 ’21: $33MQ2 ’21Q3 ’21: $28MQ4 ’21: $31MQ1 ’22: $34MQ1 ’22Q2 ’22: $11MQ3 ’22: $11MQ4 ’22: $18MQ4 ’22Q1 ’23: $19MQ2 ’23: $17MQ3 ’23: $15MQ3 ’23Q4 ’23: $14MQ1 ’24: $15MQ2 ’24: $15MQ2 ’24Q3 ’24: $14MQ4 ’24: $11MQ1 ’25: $12MQ1 ’25Q2 ’25: $14MQ3 ’25: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202563.8K$14M+7.93%
Q2 202584.3K$14M+7.24%
Q1 202578.8K$12M+9.89%
Q4 202497.2K$11M+11.91%
Q3 2024115.9K$14M+9.26%
Q2 2024127.9K$15M+11.15%
Q1 2024129.5K$15M+9.41%
Q4 2023129.5K$14M+13.86%
Q3 2023113.4K$15M+6.68%
Q2 2023121.1K$17M+8.96%
Q1 2023132.2K$19M+10.30%
Q4 2022132.2K$18M+6.56%
Q3 202296.0K$11M+1.74%
Q2 202281.7K$11M+5.88%
Q1 2022214.1K$34M+3.95%
Q4 2021225.3K$31M+6.07%
Q3 2021213.1K$28M+4.71%
Q2 2021226.5K$33M+9.07%
Q1 2021226.9K$28M+10.84%
Q4 2020231.4K$29M+11.72%
Q3 2020208.7K$29M+9.17%
Q2 2020275.2K$38M+18.54%
Q1 2020301.0K$30M+9.92%
Q4 2019424.0K$44M+24.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Armor Advisors, L.L.C.’s full portfolio or all institutional holders of FNV.