SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Praetorian PR LLC

CIK 0001949877 · CARR 429, KM 4.1, BO BARRERO, RINCON, PR, 00677 · 786-396-1281

Reported Value
$166M
Q3 2025
Positions
15
Filings on Record
15
2019–present window
Filed
Nov 14, 2025
original filing

Summary

Praetorian Pr LLC reported $166M in U.S.-listed holdings across 15 positions for Q3 2025.

The portfolio is heavily concentrated: SII alone accounts for 27.5% of reported value.

Compared with Q2 2025, the fund opened 10 new positions and exited 5.

Portfolio Metrics

Turnover
+13.1%
vs prior filed quarter
Top-10 Concentration
+98.0%
share of reported value
Largest Position
+27.5%
Sprott
New / Exited
10 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $137MQ1 ’23Q2 ’23: $163MQ3 ’23: $195MQ3 ’23Q4 ’23: $202MQ1 ’24: $317MQ1 ’24Q2 ’24: $272MQ3 ’24: $257MQ3 ’24Q4 ’24: $250MQ1 ’25: $231MQ1 ’25Q2 ’25: $108MQ3 ’25: $166MQ3 ’25Q4 ’25: $206MQ1 ’26: $275MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 92.3%Other: 7.7%
  • Common Stock · 92.3% · $154M
  • Other · 7.7% · $13M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MPCMARATHON PETE CORPNEW+70.0K70.0K+$13M$13M
MRXMAREX GROUP PLCNEW+400.0K400.0K+$13M$13M
VLOVALERO ENERGY CORPNEW+65.0K65.0K+$11M$11M
PBFPBF ENERGY INCNEW+250.0K250.0K+$8M$8M
DOLEDOLE PLCNEW+500.0K500.0K+$7M$7M
OPCHOPTION CARE HEALTH INCNEW+125.0K125.0K+$3M$3M
SPDR S&P 500 ETF TRNEW+4.3K4.3K+$1M$1M
SNWVSANUWAVE HEALTH INCNEW+17.3K17.3K+$646,530$646,530

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

12 positions
#IssuerClass% PortfolioValueShares
1SIISPROTT INChistory →COM NEW27.50%$46M550.0K
2JOEST JOE COhistory →COM19.63%$33M660.0K
3XPXP INChistory →CL A11.29%$19M1.00M
4MPCMARATHON PETE CORPhistory →COM8.11%$13M70.0K
5MRXMAREX GROUP PLChistory →ORD8.08%$13M400.0K
6VLOVALERO ENERGY CORPhistory →COM6.65%$11M65.0K
7RENATUS TACTICAL ACQUISSHS CL A6.03%$10M920.0K
8PBFPBF ENERGY INChistory →CL A4.53%$8M250.0K
9DOLEDOLE PLChistory →ORD SHS4.04%$7M500.0K
10OPCHOPTION CARE HEALTH INChistory →COM NEW2.09%$3M125.0K
11VALARIS LTD*W EXP 04/29/2020.80%$1M477.6K
12SNWVSANUWAVE HEALTH INCCOM0.39%$646,53017.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$275M13May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$206M16Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$166M15Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$108M10Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$231M25May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$250M24Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$257M14Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$272M17Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$317M23May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$202M13Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$195M27Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$163M28Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$137M21May 8, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.