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
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.81K
New
$167.19 - $219.52 $303K - $397K
1.81K $397M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.78K
New
$138.59 - $171.12 $386K - $476K
2.78K $392M
MYE
Myers Industries Inc

Consumer Cyclical
23.1K
New
$14.5 - $16.94 $334K - $391K
23.1K $391M
MHO
M/I Homes, Inc.

Consumer Cyclical
2.69K
New
$111.91 - $157.22 $301K - $423K
2.69K $388M
WMK
Weis Markets Inc

Consumer Defensive
5.3K
New
$69.34 - $78.32 $368K - $415K
5.3K $381M
PTC
Ptc Inc.

Technology
1.83K
New
$173.07 - $216.53 $317K - $397K
1.83K $372M
UVSP
Univest Financial Corp

Financial Services
11.9K
New
$28.12 - $32.7 $335K - $390K
11.9K $358M
CFLT
Confluent, Inc.

Technology
20.2K
+ 231.1%
$15.91 - $27.35 $321K - $553K
29K $573M
CPA
Copa Holdings, S.A.

Industrials
2.97K
New
$107.44 - $122.34 $319K - $363K
2.97K $352M
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
6.7K
New
$51.85 - $58.13 $348K - $390K
6.7K $352M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
43.5K
New
$7.55 - $9.06 $329K - $395K
43.5K $330M
EPAC
Enerpac Tool Group Corp

Industrials
7.99K
+ 134.81%
$36.95 - $43.71 $295K - $349K
13.9K $571M
CFFN
Capitol Federal Financial, Inc.

Financial Services
51.8K
New
$5.73 - $6.56 $297K - $340K
51.8K $329M
IBCP
Independent Bank Corp

Financial Services
10.6K
New
$30.09 - $34.6 $318K - $365K
10.6K $327M
AMD
Advanced Micro Devices Inc

Technology
1.99K
New
$134.8 - $184.42 $268K - $367K
1.99K $322M
KRNT
Kornit Digital Ltd.

Industrials
23.5K
New
$13.5 - $21.89 $318K - $515K
23.5K $318M
THFF
First Financial Corp

Financial Services
5.58K
New
$52.44 - $59.93 $293K - $335K
5.58K $315M
EBF
Ennis, Inc.

Industrials
17.2K
New
$17.57 - $18.77 $302K - $322K
17.2K $314M
CAC
Camden National Corp

Financial Services
8.07K
New
$36.6 - $43.51 $295K - $351K
8.07K $311M
WLDN
Willdan Group, Inc.

Industrials
2.03K
+ 61.22%
$63.73 - $120.35 $130K - $245K
5.35K $518M
W
Wayfair Inc.

Consumer Cyclical
3.29K
New
$51.99 - $90.17 $171K - $296K
3.29K $294M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
5.1K
+ 81.72%
$46.25 - $56.87 $236K - $290K
11.3K $567M
MTN
Vail Resorts Inc

Consumer Cyclical
1.92K
New
$143.33 - $169.63 $275K - $325K
1.92K $287M
ADPT
Adaptive Biotechnologies Corp

Healthcare
19.1K
New
$10.24 - $14.96 $195K - $285K
19.1K $285M
HBCP
Home Bancorp, Inc.

Financial Services
5.16K
New
$50.06 - $56.97 $258K - $294K
5.16K $280M
IDT
Idt Corp

Communication Services
5.35K
New
$52.31 - $69.88 $280K - $374K
5.35K $280M
DT
Dynatrace, Inc.

Technology
5.76K
New
$46.04 - $56.64 $265K - $326K
5.76K $279M
KELYA
Kelly Services Inc

Industrials
21K
New
$12.07 - $14.64 $254K - $308K
21K $276M
BHA
Biglari Hldgs Inc Cl A
177
New
N/A
177 $273M
ASIX
Advan Six Inc.

Basic Materials
14K
New
$18.03 - $25.29 $253K - $355K
14K $272M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
32.9K
New
$4.68 - $8.3 $154K - $273K
32.9K $268M
NFBK
Northfield Bancorp, Inc.

Financial Services
22.2K
New
$10.4 - $12.22 $231K - $271K
22.2K $262M
NRIM
Northrim Bancorp Inc

Financial Services
11.7K
New
$21.72 - $99.49 $254K - $1.16M
11.7K $253M
ALGM
Allegro Microsystems, Inc.

Technology
8.5K
New
$29.16 - $37.51 $248K - $319K
8.5K $248M
KRNY
Kearny Financial Corp.

Financial Services
37.5K
New
$5.85 - $6.95 $220K - $261K
37.5K $247M
REAL
The Real Real, Inc.

Consumer Cyclical
23K
New
$4.94 - $10.89 $114K - $250K
23K $244M
SHBI
Shore Bancshares Inc

Financial Services
14.8K
New
$15.18 - $17.45 $225K - $259K
14.8K $244M
ACN
Accenture PLC

Technology
983
New
$232.56 - $304.78 $229K - $300K
983 $242M
BRBR
Bellring Brands, Inc.

Consumer Defensive
6.38K
New
$35.51 - $58.78 $227K - $375K
6.38K $232M
HAFC
Hanmi Financial Corp

Financial Services
9.2K
New
$22.37 - $26.52 $206K - $244K
9.2K $227M
APO
Apollo Global Management, Inc.

Financial Services
1.84K
+ 74.7%
$131.55 - $156.05 $242K - $287K
4.3K $573M
AMTB
Amerant Bancorp Inc.

Financial Services
11.1K
New
$18.56 - $21.65 $207K - $241K
11.1K $214M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
30.9K
New
$6.54 - $7.97 $202K - $246K
30.9K $209M
FSLY
Fastly, Inc.

Technology
24.4K
New
$6.36 - $8.95 $155K - $218K
24.4K $209M
IBEX
Ibex LTD

Technology
5.11K
New
$27.75 - $42.0 $142K - $215K
5.11K $207M
PFIS
Peoples Financial Services Corp.

Financial Services
4.12K
New
$46.9 - $53.69 $193K - $221K
4.12K $200M
SPT
Sprout Social, Inc.

Technology
15K
New
$12.92 - $21.2 $194K - $318K
15K $194M
HBM
Hudbay Minerals Inc.

Basic Materials
10.9K
New
$9.06 - $15.21 $98.8K - $166K
10.9K $165M
ASLE
Aer Sale Corp

Industrials
19.9K
New
$5.69 - $9.0 $114K - $180K
19.9K $163M
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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