Semanteon Capital Management, LP Incresed Positions in Q3 2024

Semanteon Capital Management, LP

  • $147 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STRA
Strategic Education, Inc.

Consumer Defensive
10.6K
+ 581.0%
$91.35 - $120.83 $969K - $1.28M
12.4K $1.15B
CABO
Cable One, Inc.

Communication Services
2.43K
+ 275.03%
$314.59 - $418.85 $766K - $1.02M
3.32K $1.16B
RMD
Resmed Inc

Healthcare
2.85K
+ 139.7%
$186.94 - $252.92 $534K - $722K
4.9K $1.2B
WSO
Watsco Inc

Industrials
1.55K
+ 202.35%
$448.73 - $519.89 $695K - $805K
2.31K $1.14B
HEES
H&E Equipment Services, Inc.

Industrials
14.7K
+ 230.1%
$42.22 - $54.23 $621K - $798K
21.1K $1.03B
NVMI
Nova Ltd.

Technology
3.23K
+ 222.16%
$172.87 - $244.49 $558K - $789K
4.68K $975M
FAST
Fastenal CO

Industrials
6.63K
+ 65.86%
$62.09 - $71.83 $412K - $476K
16.7K $1.19B
WIX
Wix.Com Ltd.

Technology
3.25K
+ 255.54%
$147.93 - $171.74 $481K - $559K
4.53K $757M
ZUMZ
Zumiez Inc

Consumer Cyclical
23.4K
+ 104.43%
$18.66 - $29.11 $436K - $681K
45.8K $975M
LOGI
Logitech International S.A.

Technology
6.07K
+ 248.26%
$83.7 - $96.51 $508K - $586K
8.52K $764M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
26.1K
+ 66.89%
$15.0 - $17.11 $391K - $446K
65.1K $1.07B
PNTG
Pennant Group, Inc.

Healthcare
5.41K
+ 27.12%
$23.4 - $36.88 $127K - $199K
25.3K $904M
FCNCA
First Citizens Bancshares Inc

Financial Services
198
+ 47.6%
$1685.92 - $2128.51 $334K - $421K
614 $1.13B
PENN
Penn National Gaming Inc

Consumer Cyclical
21.2K
+ 70.83%
$16.97 - $20.77 $360K - $440K
51.1K $964M
CNC
Centene Corp

Healthcare
4.29K
+ 119.61%
$64.89 - $80.23 $278K - $344K
7.87K $593M
VLO
Valero Energy Corp

Energy
3.39K
+ 71.52%
$132.81 - $163.48 $450K - $555K
8.14K $1.1B
WNC
Wabash National Corp

Industrials
20.4K
+ 96.05%
$18.52 - $23.75 $378K - $484K
41.6K $799M
OSTK
Overstock.Com, Inc

Consumer Cyclical
49.3K
+ 76.25%
N/A
114K $1.15B
OSBC
Old Second Bancorp Inc

Financial Services
14.8K
+ 67.07%
$14.52 - $17.1 $215K - $253K
36.9K $575M
FIZZ
National Beverage Corp

Consumer Defensive
6.41K
+ 41.77%
$44.32 - $52.84 $284K - $338K
21.7K $1.02B
CGAU
Centerra Gold Inc.

Basic Materials
28.4K
+ 152.35%
$6.18 - $7.79 $175K - $221K
47K $336M
CLX
Clorox CO

Consumer Defensive
213
+ 3.5%
$131.73 - $166.97 $28.1K - $35.6K
6.3K $1.03B
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 23.51%
$161.02 - $200.0 $188K - $234K
6.14K $1.14B
HP
Helmerich & Payne, Inc.

Energy
9.38K
+ 33.93%
$29.65 - $41.17 $278K - $386K
37K $1.13B
TR
Tootsie Roll Industries Inc

Consumer Defensive
3.75K
+ 22.53%
$27.88 - $33.16 $105K - $124K
20.4K $632M
KRO
Kronos Worldwide Inc

Basic Materials
9.9K
+ 34.05%
$10.19 - $13.64 $101K - $135K
39K $485M
TROX
Tronox Holdings PLC

Basic Materials
12.5K
+ 16.9%
$11.69 - $17.31 $146K - $216K
86.5K $1.27B
CPRT
Copart Inc

Consumer Cyclical
1.99K
+ 26.43%
$49.19 - $55.54 $97.8K - $110K
9.51K $498M
HCSG
Healthcare Services Group Inc

Healthcare
6.58K
+ 40.46%
$10.38 - $11.87 $68.2K - $78K
22.8K $255M
PRAA
Pra Group Inc

Financial Services
1
+ 0.0%
$19.08 - $26.65 $19.1 - $26.7
25.2K $564M
MBWM
Mercantile Bank Corp

Financial Services
528
+ 10.11%
$38.28 - $50.44 $20.2K - $26.6K
5.75K $251M
WOLF
Wolfspeed, Inc.

Technology
70.7K
+ 136.63%
$7.6 - $24.99 $537K - $1.77M
122K $1.19B
Activity Summary
Buys All Purchases 158 New Holdings 125 Increased Positions 33 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Semanteon Capital Management, LP Portfolio

Follow Semanteon Capital Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Semanteon Capital Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Semanteon Capital Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email