Praetorian PR LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Praetorian PR LLC disclosed 16 US equity positions worth $206.4m in its Q4 2025 13F filing. The largest position was SII at 26.1% of the reported book, followed by JOE and MRX. Against the Q3 2025 filing, it opened 5 new positions, added to 4 and reduced 2 among the top 16 holdings.
What did Praetorian PR LLC own in Q4 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SII SPROTT INC | Financial Services | 26.1% | $53.9m | 550,000 | 0% | held |
| 2 | JOE ST JOE CO | Real Estate | 19.0% | $39.2m | 660,000 | 0% | held |
| 3 | MRX MAREX GROUP PLC | Financial Services | 9.3% | $19.2m | 500,000 | 25% | added |
| 4 | XP XP INC | Financial Services | 7.9% | $16.4m | 1,000,000 | 0% | held |
| 5 | MPC MARATHON PETE CORP | Energy | 6.7% | $13.8m | 85,000 | 21% | added |
| 6 | JBS JBS N.V. | Consumer Defensive | 5.2% | $10.8m | 750,000 | – | new |
| 7 | VLO VALERO ENERGY CORP | Energy | 5.1% | $10.6m | 65,000 | 0% | held |
| 8 | RENATUS TACTICAL ACQUIS | 5.1% | $10.5m | 985,000 | 7% | added | |
| 9 | LRN STRIDE INC | Consumer Defensive | 4.1% | $8.4m | 130,000 | – | new |
| 10 | SANUWAVE HEALTH INC | 3.8% | $7.9m | 265,000 | 1436% | added | |
| 11 | PBF PBF ENERGY INC | Energy | 3.3% | $6.8m | 250,000 | 0% | held |
| 12 | NEW AMER ACQUISITION I CORP | 1.8% | $3.7m | 360,000 | – | new | |
| 13 | DOLE DOLE PLC | Consumer Defensive | 1.3% | $2.6m | 173,500 | -65% | reduced |
| 14 | TEXAS VENTURES ACQUISITION I | 1.0% | $2.1m | 195,000 | – | new | |
| 15 | HSAI HESAI GROUP | 0.1% | $257.4k | 11,490 | – | new | |
| 16 | VALARIS LTD | 0.1% | $237.6k | 135,000 | -72% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.