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Praetorian PR LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1949877) · Explore on the interactive board

Praetorian PR LLC disclosed 14 US equity positions worth $313.8m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is SII at 19.7% of the reported book, followed by UTI, JOE. The top ten holdings are 97.2% of the book, and the portfolio behaves like about 8 equal-weight positions. Versus the prior filing it opened 3 new positions, added to 7, reduced 0 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$313.8mreported US equity book
14positions
19.7%largest position
97.2%top 10 weight
7.87effective positions (1/HHI)
2quarters on file since Q1 2026

What does Praetorian PR LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 3 new, 7 added, 0 reduced, 1 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 SII SPROTT INC Financial Services 19.7%$61.8m550,000 0% held
2 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 18.4%$57.7m1,350,000 35% added
3 JOE ST JOE CO Real Estate 13.5%$42.3m675,000 0% held
4 MPC MARATHON PETE CORP Energy 11.0%$34.5m135,000 42% added
5 MRX MAREX GROUP PLC Financial Services 9.7%$30.5m500,000 0% held
6 XP XP INC Financial Services 7.9%$24.8m1,525,000 52% added
7 VLO VALERO ENERGY CORP Energy 6.2%$19.5m75,000 25% added
8 LRN STRIDE INC Consumer Defensive 5.5%$17.2m200,000 0% held
9 FUTU FUTU HLDGS LTD Financial Services 3.0%$9.4m100,000 122% added
10 LINC LINCOLN EDL SVCS CORP Consumer Defensive 2.3%$7.1m142,500 1% added
11 SANUWAVE HEALTH INC 1.3%$4.0m395,000 13% added
12 EQX EQUINOX GOLD CORP Basic Materials 0.6%$1.9m200,000 new
13 CRESY CRESUD S A C I F Y A 0.6%$1.7m154,169 new
14 IRS IRSA INVERSIONES Y REP S A 0.4%$1.3m85,000 new

What did Praetorian PR LLC sell? Positions exited since the previous filing

StockPrior weightPrior value
RKT ROCKET COS INC100.0%$2.9m

Sector mix

SectorWeight
Financial Services40.3%
Consumer Defensive26.2%
Energy17.2%
Real Estate13.5%
Basic Materials0.6%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202614$313.8m
Q1 202612$274.9m

How concentrated is Praetorian PR LLC's portfolio?

Across every quarter Praetorian PR LLC has filed, its median largest position is 24.1% of the book and its median top-ten weight is 97.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 14.0 positions are still open and their final length is unknown.