Semanteon Capital Management, LP Purchases in Q3 2025

Semanteon Capital Management, LP

  • $79.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IOSP
Innospec Inc.

Basic Materials
7.32K
New
$77.06 - $89.32 $564K - $654K
7.32K $565M
CPRT
Copart Inc

Consumer Cyclical
12.6K
New
$44.6 - $49.97 $560K - $628K
12.6K $565M
Mcewen Inc.
33K
New
N/A
33K $565M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
7.65K
New
N/A
7.65K $565M
UNF
Unifirst Corp

Industrials
3.38K
New
$165.27 - $190.41 $558K - $643K
3.38K $565M
IEX
Idex Corp

Industrials
3.47K
New
$157.53 - $185.69 $546K - $644K
3.47K $565M
TGLS
Tecnoglass Inc.

Basic Materials
8.44K
New
$65.7 - $83.06 $554K - $701K
8.44K $564M
OKE
Oneok Inc

Energy
7.73K
New
$71.36 - $83.47 $552K - $646K
7.73K $564M
EVTC
Evertec, Inc.

Technology
16.7K
New
$32.77 - $37.66 $547K - $629K
16.7K $564M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
13.1K
New
$42.56 - $49.08 $559K - $645K
13.1K $564M
CAL
Caleres Inc

Consumer Cyclical
43.2K
New
$13.04 - $15.75 $564K - $681K
43.2K $564M
Barrick Mng Corp
17.2K
New
N/A
17.2K $564M
BELFB
Bel Fuse Inc.

Technology
4K
New
$95.52 - $150.97 $382K - $603K
4K $564M
HRB
H&R Block Inc

Consumer Cyclical
11.1K
New
$49.28 - $56.76 $549K - $632K
11.1K $563M
SMPL
Simply Good Foods CO

Consumer Defensive
22.7K
New
$24.59 - $34.05 $557K - $772K
22.7K $563M
RDWR
Radware LTD

Technology
21.2K
New
$24.24 - $30.8 $515K - $654K
21.2K $562M
FIZZ
National Beverage Corp

Consumer Defensive
15.2K
New
$36.54 - $47.69 $556K - $726K
15.2K $562M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.23K
New
$311.12 - $482.13 $383K - $594K
1.23K $562M
OMC
Omnicom Group Inc.

Communication Services
6.89K
New
$70.41 - $81.53 $485K - $561K
6.89K $561M
IT
Gartner Inc

Technology
2.14K
New
$225.98 - $406.7 $482K - $868K
2.14K $561M
DVA
Davita Inc.

Healthcare
4.22K
New
$127.69 - $151.32 $539K - $639K
4.22K $561M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
7.65K
New
$48.39 - $77.69 $370K - $595K
7.65K $561M
RMD
Resmed Inc

Healthcare
2.05K
New
$252.01 - $293.73 $516K - $602K
2.05K $561M
PM
Philip Morris International Inc.

Consumer Defensive
3.45K
New
$157.77 - $183.27 $545K - $633K
3.45K $560M
EXTR
Extreme Networks Inc

Technology
27.1K
New
$16.78 - $22.85 $455K - $619K
27.1K $559M
SG
Sweetgreen, Inc.

Consumer Cyclical
70.1K
New
$7.98 - $16.26 $559K - $1.14M
70.1K $559M
TTD
Trade Desk, Inc.

Technology
11.4K
New
$43.93 - $89.76 $499K - $1.02M
11.4K $557M
ANIP
Ani Pharmaceuticals Inc

Healthcare
6.07K
New
$63.35 - $98.81 $384K - $599K
6.07K $556M
CVGW
Calavo Growers Inc

Consumer Defensive
21.6K
New
$25.74 - $27.84 $555K - $600K
21.6K $555M
SLM
Slm Corp

Financial Services
19.6K
New
$27.68 - $34.4 $542K - $673K
19.6K $542M
TPC
Tutor Perini Corp

Industrials
8.09K
New
$45.65 - $66.81 $369K - $540K
8.09K $530M
HSIC
Henry Schein Inc

Healthcare
7.83K
New
$64.83 - $74.67 $508K - $585K
7.83K $520M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
5.06K
New
$92.99 - $105.19 $470K - $532K
5.06K $516M
MBIN
Merchants Bancorp

Financial Services
16.1K
New
$29.18 - $36.0 $471K - $581K
16.1K $513M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
7.65K
New
$66.56 - $84.85 $509K - $649K
7.65K $509M
BLZE
Backblaze, Inc.

Technology
54K
New
$4.89 - $10.75 $264K - $581K
54K $501M
ATKR
Atkore Inc.

Industrials
7.62K
New
$53.85 - $79.64 $410K - $607K
7.62K $478M
VAL
Valaris LTD

Energy
9.51K
New
$43.9 - $52.99 $417K - $504K
9.51K $464M
BWMN
Bowman Consulting Group Ltd.

Industrials
10.9K
New
$28.85 - $43.89 $313K - $476K
10.9K $460M
RBLX
Roblox Corp

Communication Services
3.25K
New
$100.65 - $141.56 $327K - $460K
3.25K $450M
MBWM
Mercantile Bank Corp

Financial Services
9.86K
New
$44.05 - $49.92 $434K - $492K
9.86K $444M
ATEC
Alphatec Holdings, Inc.

Healthcare
27.9K
+ 262.29%
$10.31 - $16.55 $287K - $461K
38.5K $560M
UNTY
Unity Bancorp Inc

Financial Services
8.61K
New
$46.48 - $53.99 $400K - $465K
8.61K $421M
MEOH
Methanex Corp

Basic Materials
10.5K
New
$32.46 - $39.93 $342K - $421K
10.5K $419M
SIBN
Si Bone, Inc.

Healthcare
27.7K
New
$14.05 - $18.78 $389K - $520K
27.7K $408M
FRME
First Merchants Corp

Financial Services
10.8K
New
$37.07 - $41.88 $401K - $453K
10.8K $407M
IPAR
Inter Parfums Inc

Consumer Defensive
4.13K
New
$98.38 - $138.55 $406K - $572K
4.13K $406M
FIX
Comfort Systems Usa Inc

Industrials
492
New
$521.66 - $825.18 $257K - $406K
492 $406M
MAX
Media Alpha, Inc.

Communication Services
34.6K
+ 344.72%
$9.56 - $13.41 $330K - $463K
44.6K $507M
Activity Summary
Buys All Purchases 158 New Holdings 146 Increased Positions 12 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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