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Praetorian PR LLC

Q4 2025 · Filed 2026-02-17
Market Value
$168M
+12.5%
Holdings
13
+1
New Purchases
4
Added To
2
Closed
1
Reduced
1
Top 10 Concentration
98.6%
Turnover
38.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LRN 5.02% 0.00% +5.02% $8M
NWAX-UN 2.23% 0.00% +2.23% $4M
JOE 23.29% 21.84% +1.45% $39M
SII 32.01% 30.60% +1.41% $54M
TVA 1.23% 0.00% +1.23% $2M
HSAI 0.15% 0.00% +0.15% $257K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DOLE 1.55% 4.49% -2.95% $3M
XP 9.73% 12.57% -2.84% $16M
OPCH 0.00% 2.32% -2.32% $0
VLO 6.29% 7.40% -1.11% $11M
PBF 4.03% 5.04% -1.01% $7M
MPC 8.22% 9.02% -0.81% $14M
RTACU 6.25% 6.71% -0.47% $11M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $24M 14.5%
Mid Cap 7 $125M 74.2%
Small Cap 4 $19M 11.3%

Portfolio Analytics

Avg Market Cap
$13.9B
Median Market Cap
$3.3B
Avg P/E
23.9
Median P/E
17.5
Avg Dividend Yield
0.01%
Avg Beta
0.67
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SII 32.01% 550,000 $54M $97.92 $8M
2 JOE 23.29% 660,000 $39M $59.37 $7M
3 XP 9.73% 1,000,000 $16M $16.37 -$2M
4 MPC 8.22% 85,000 $14M $162.63 $332K +15,000 +21.4%
5 VLO 6.29% 65,000 $11M $162.79 -$486K
6 RTACU 6.25% 985,000 $11M $10.67 $473K +65,000 +7.1%
7 LRN 5.02% 130,000 $8M $64.93 +130,000 NEW
8 PBF 4.03% 250,000 $7M $27.12 -$762K
9 NWAX-UN 2.23% 360,000 $4M $10.41 +360,000 NEW
10 DOLE 1.55% 173,500 $3M $14.99 -$4M -326,500 -65.3%
11 TVA 1.23% 195,000 $2M $10.65 +195,000 NEW
12 HSAI 0.15% 11,490 $257K $22.40 +11,490 NEW
13 OPCH —% -$3M -125,000 -100.0% SOLD

New Positions

SymbolValue% Port
LRN $8M 5.02%
NWAX-UN $4M 2.23%
TVA $2M 1.23%
HSAI $257K 0.15%

Sold Out Positions

SymbolValue% Port
OPCH —%
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