U-U-TO

U-U-TO

U-U-TO

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	May 8, 2024	Praetorian Capital Management	-2.3%	4.9%	AMRK, JOE, JOY.TO, TDW, U-U.TO, VAL	Crisis Hedge, energy, inflation, Precious Metals, uranium, value	Society will eventually settle on nuclear power as a compromise solution for baseload power generation at a time when there is a deficit of uranium production compared with growing demand. As aboveground stocks are consumed, uranium prices should appreciate towards the marginal cost of production. Sprott Physical Uranium Trust is sequestering available above-ground stockpile through ATM offerings.	JOY.TO AMRK JOE U.TO TDW VAL	View
2024 Q3	Oct 20, 2024	Praetorian Capital Management	-2.3%	4.9%	AMRK, JOE, SII, TDW, U-U.TO, VAL	Concentration, Crisis, energy, Fiscal Crisis, inflation, Precious Metals, uranium, value	Society will eventually settle on nuclear power as a compromise solution for baseload power generation at a time when there is a deficit of uranium production compared with growing demand. As aboveground stocks are consumed, uranium prices should appreciate. Sprott Physical Uranium Trust is purchasing uranium through an ATM offering, which should accelerate price realization by sequestering available above-ground stockpile.	SII JOE AMRK U.TO TDW VAL	View
2024 Q2	Jul 21, 2024	Praetorian Capital Management	-2.3%	4.9%	AMRK, JOE, NVDA, SII, TDW, U-U.TO, VAL	commodities, energy, Inflection, Oilfield Services, Precious Metals, small caps, uranium, value	Society will eventually settle on nuclear power as a compromise solution for baseload power generation at a time when there is a deficit of uranium production compared with growing demand. As aboveground stocks are consumed, uranium prices should appreciate. Sprott Physical Uranium Trust is purchasing uranium through an ATM offering, which should accelerate price realization by sequestering available above-ground stockpile.	SII AMRK JOE VAL TDW	View
2023 Q3	May 10, 2023	Praetorian Capital Management	-2.3%	4.9%	JOE, U-U.TO	Argentina, Energy Services, Geopolitical, inflation, real estate, uranium, value	Society will eventually settle on nuclear power as a compromise solution for baseload power generation at a time when there is a deficit of uranium production compared with growing demand. As aboveground stocks are consumed, uranium prices should appreciate towards the marginal cost of production. Sprott Physical Uranium Trust is purchasing uranium through an ATM offering, which should accelerate price realization by sequestering available above-ground stockpile when utilities need substantial purchases to re-stock.	JOE U-U.TO	View
2023 Q2	May 7, 2023	Praetorian Capital Management	-2.3%	4.9%	BNO, JOE, JOY.TO, TDW, U-U.TO, VAL, YPF	Crisis, energy, inflation, oil, uranium, value	Society will eventually settle on nuclear power as a compromise solution for baseload power generation at a time when there is a deficit of uranium production compared with growing demand. As aboveground stocks are consumed, uranium prices should appreciate towards the marginal cost of production. Sprott Physical Uranium Trust is purchasing uranium through an ATM offering, which should accelerate price realization by sequestering available above-ground stockpile when utilities need substantial purchases to re-stock.	JOY.TO JOE ATU.TO	View
2023 Q1	May 4, 2023	Praetorian Capital Management	-2.3%	4.9%	JOE, JOY.TO, U-U.TO	commodities, Crisis, energy, oil, uranium, volatility	Manager believes an imminent energy crisis will supersede interest rate impacts, driven by reversing headwinds including China reopening, depleted strategic reserves, and OPEC production cuts. Expects oil prices must rise to destroy 5-7% of global demand to balance markets.	JOE JOY.TO U-U.TO	View
2023 Q4	May 1, 2024	Praetorian Capital Management	-2.3%	4.9%	JOE, U-U.TO	aerospace, deep value, Inflection, Oil Services, uranium, value	Society will eventually settle on nuclear power as a compromise solution for baseload power generation at a time when there is a deficit of uranium production compared with growing demand. As aboveground stocks are consumed, uranium prices should appreciate towards the marginal cost of production. The deficit problem is so severe and immediate that utilities and fuel buyers are starting to see the writing on the wall.	JOE U-U.TO	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Praetorian Capital Management	Sprott Physical Uranium Trust	Financials	Asset Management & Custody Banks	Bull	Toronto Stock Exchange	Baseload Power, Canada, Commodity Trust, energy transition, Nuclear Power, Physical Commodity, supply deficit, uranium, utilities	View Pitch
Apr 28, 2026	Fund Letters	Praetorian Capital Management	Sprott Physical Uranium Trust	Financials	Commodity Funds	Bull	Toronto Stock Exchange	Baseload Power, Commodity Fund, energy, Nuclear Power, Physical Uranium, supply deficit, uranium	View Pitch
Apr 27, 2026	Fund Letters	Praetorian Capital Management	Sprott Physical Uranium Trust	Energy	Oil, Gas & Consumable Fuels	Bull	Toronto Stock Exchange	Commodity Trust, energy transition, geopolitical, Nuclear Power, Physical Commodity, Russia Sanctions, supply deficit, uranium, utilities	View Pitch

BSD Shareholders of U-U-TO

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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