13F Insight
DOSSIER · 13F-HR · Q4 2025

Praetorian PR LLC

Praetorian PR's pension fund based in San Francisco, CA — $206M in tracked AUM across 16 positions as of Q4 2025.

PP
Praetorian PR·San Francisco, CA·Pension Fund
CIK 0001949877 · last filed Dec 31, 2025
Total AUM
$206M
▼ 2.0%
vs prior
Holdings
16
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
Top sector
Financials
10% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Based on the SEC 13F filing data provided for Praetorian PR LLC as of September 30, 2025, here is a comprehensive analysis of the portfolio's composition, activity, and strategic orientation.

1. Portfolio Overview

Praetorian PR LLC manages a concentrated portfolio totaling approximately $87.61 million across 11 holdings. The firm demonstrates a high-conviction investment strategy characterized by low turnover in terms of the number of positions but significant rotational activity between qu...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SII
SPROTT INC
$54M550K26.1%
02
JOE
ST JOE CO
$39M660K19.0%
03
G5S37H101
MAREX GROUP PLC
$19M500K9.3%
04
G98239109
XP INC
$16M1.0M7.9%
05
MPC
MARATHON PETE CORP
$14M85K6.7%
06
N4732M103
JBS N.V.
$11M750K5.2%
07
VLO
VALERO ENERGY CORP
$11M65K5.1%
08
G7490F101
RENATUS TACTICAL ACQUIS
$11M985K5.1%
09
LRN
STRIDE INC
$8M130K4.1%
10
SNWV
SANUWAVE HEALTH INC
$8M265K3.8%

Filing history

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