Every quarter Lumida Wealth presents a visual summary of the 45+ hedge funds we track every quarter that shape the future investing trends.
Enjoy the visual summary below or Check out the full data along with Ram’s insights in spreadsheet format here.
Please note:
– AUM indicates assets under management in managed 13F securities only, the overall AUM due to other positions (Debt, options etc) may be higher.
– Color intensity indicates relative weight.
– Individual stock Rectangles optimized for mobile readability and are not to scale
– Percentages are rounded to nearest decimal and indicate current portfolio weights
– We have prioritized top 5 stock positions wherever available.
– Each manager has a summary, sector analysis and legend for stock information.
Compliance Disclaimer: The information is for general informational purposes only and does not constitute investment advice. Past performance is not indicative of future results, and investments in hedge funds carry risks, including the potential loss of principal. We recommend that you seek independent financial advice before making any investment decisions.
Data Sources: Hedgefollow, Whalewisdom, Lumida analysis
Summary Overview
Praetorian PR LLC, managed by Harris Kupperman, focuses on a diverse range of sectors, with significant positions in energy and precious metals. The fund’s top holdings include major investments in these areas, while recent activity shows new investments in technology and industrials, alongside reductions in energy.
3 sector-specific insights
- The top holdings reflect a strong focus on energy and precious metals, with significant investments in companies like Valaris and A-Mark Precious Metals.
- New investments in technology and industrials suggest a strategic diversification into these sectors.
- Reductions in energy holdings indicate a rebalancing or profit-taking strategy.
Top 5 holdings, additions, and reduced positions
- SII (Sprott Inc.): Financial sector, provides investment management services focused on precious metals and real assets.
- TDW (Tidewater Inc.): Energy sector, provides offshore marine support and transportation services to the global offshore energy industry.
- AMRK (A-Mark Precious Metals, Inc.): Materials sector, operates as a precious metals trading company.
- JOE (The St. Joe Company): Real estate sector, focuses on real estate development and management in Northwest Florida.
- VAL (Valaris Limited): Energy sector, provides offshore drilling services across all water depths and geographies.
New Holdings
- HDSN (Hudson Technologies, Inc.): Industrials sector, provides refrigerant products and services to the refrigeration and air conditioning industries.
- TITN (Titan Machinery Inc.): Industrials sector, operates a network of full-service agricultural and construction equipment stores.
- KWEB (KraneShares CSI China Internet ETF): Financial sector, provides exposure to Chinese internet companies.
- RELY (Remitly Global, Inc.): Technology sector, operates a digital financial services platform for remittances.
- SII (Sprott Inc.): Financial sector, provides investment management services focused on precious metals and real assets.
Reduced Holdings
- USAP (Universal Stainless & Alloy Products, Inc.): Materials sector, manufactures and markets semi-finished and finished specialty steel products.
- TDW (Tidewater Inc.): Energy sector, provides offshore marine support and transportation services to the global offshore energy industry.
