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Praetorian PR LLC

Q2 2025 · Filed 2025-08-14
Market Value
$105M
-51.4%
Holdings
17
-6
New Purchases
1
Added To
0
Closed
10
Reduced
4
Top 10 Concentration
100.0%
Turnover
64.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SII 36.34% 11.46% +24.88% $38M
JOE 30.11% 18.20% +11.90% $31M
XP 19.32% 7.66% +11.66% $20M
GOLD 11.67% 6.48% +5.19% $12M
RTACU 0.49% 0.00% +0.49% $511K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VAL 1.31% 25.07% -23.76% $1M
TDW 0.00% 8.93% -8.93% $0
DKNG 0.00% 7.63% -7.63% $0
NE 0.00% 5.50% -5.50% $0
INMB 0.00% 3.14% -3.14% $0
COUR 0.00% 2.06% -2.06% $0
NAK 0.00% 0.91% -0.91% $0
TNK 0.00% 0.84% -0.84% $0
PAX 0.00% 0.81% -0.81% $0
TMQ 0.00% 0.30% -0.30% $0
LEE 0.77% 0.97% -0.21% $802K
IE 0.00% 0.03% -0.03% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $0 0.0%
Mid Cap 7 $91M 87.1%
Small Cap 7 $13M 12.2%
Micro Cap 2 $802K 0.8%

Portfolio Analytics

Avg Market Cap
$3.4B
Median Market Cap
$1.9B
Avg P/E
38.3
Median P/E
24.3
Avg Dividend Yield
0.01%
Avg Beta
0.91
# Stocks
17
# ETFs / Funds
0

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SII 36.34% 550,000 $38M $69.09 $13M
2 JOE 30.11% 660,000 $31M $47.70 -$8M -175,000 -21.0%
3 XP 19.32% 1,000,000 $20M $20.20 $4M -200,000 -16.7%
4 GOLD 11.67% 550,000 $12M $22.18 -$2M
5 VAL 1.31% 32,500 $1M $42.11 -$53M -1,342,500 -97.6%
6 LEE 0.77% 125,258 $802K $6.40 -$1M -76,742 -38.0%
7 RTACU 0.49% 43,316 $511K $11.80 +43,316 NEW
8 TNK —% -$2M -47,514 -100.0% SOLD
9 DKNG —% -$16M -495,000 -100.0% SOLD
10 TMQ —% -$651K -420,000 -100.0% SOLD
11 IE —% -$58K -10,000 -100.0% SOLD
12 COUR —% -$4M -665,000 -100.0% SOLD
13 TDW —% -$19M -455,000 -100.0% SOLD
14 NAK —% -$2M -1,700,000 -100.0% SOLD
15 NE —% -$12M -500,000 -100.0% SOLD
16 PAX —% -$2M -155,000 -100.0% SOLD
17 INMB —% -$7M -865,000 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
SMH $0 SOLD

New Positions

SymbolValue% Port
RTACU $511K 0.49%

Sold Out Positions

SymbolValue% Port
COUR —%
TNK —%
TDW —%
NE —%
INMB —%
DKNG —%
TMQ —%
PAX —%
NAK —%
IE —%
View SEC EDGAR Filings for Praetorian PR LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms