Semanteon Capital Management, LP Incresed Positions in Q1 2025

Semanteon Capital Management, LP

  • $184 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAH
Booz Allen Hamilton Holding Corp

Industrials
11.1K
+ 424.48%
$102.72 - $143.06 $1.14M - $1.59M
13.8K $1.44B
APA
Apa Corp

Energy
48.5K
+ 248.99%
$18.54 - $25.45 $899K - $1.23M
68K $1.43B
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
14.6K
+ 243.63%
$69.67 - $86.15 $1.02M - $1.26M
20.6K $1.47B
COMM
Comm Scope Holding Company, Inc.

Technology
156K
+ 740.38%
$4.63 - $6.35 $721K - $989K
177K $939M
ATEC
Alphatec Holdings, Inc.

Healthcare
69.5K
+ 211.35%
$9.06 - $12.53 $629K - $870K
102K $1.04B
LRN
Stride, Inc.

Consumer Defensive
4.25K
+ 57.05%
$106.34 - $142.28 $452K - $605K
11.7K $1.48B
PBF
Pbf Energy Inc.

Energy
36.4K
+ 92.45%
$18.97 - $31.31 $690K - $1.14M
75.8K $1.45B
TTEK
Tetra Tech Inc

Industrials
21.7K
+ 79.09%
$28.26 - $42.58 $612K - $923K
49.1K $1.44B
TT
Trane Technologies PLC

Industrials
1.29K
+ 43.12%
$332.0 - $400.86 $429K - $518K
4.29K $1.44B
GLDD
Great Lakes Dredge & Dock Corp

Industrials
36.5K
+ 316.22%
$7.67 - $12.44 $280K - $454K
48K $418M
NHC
National Healthcare Corp

Healthcare
2.93K
+ 55.95%
$90.37 - $106.8 $265K - $313K
8.17K $758M
FIZZ
National Beverage Corp

Consumer Defensive
5.12K
+ 24.96%
$38.95 - $43.68 $200K - $224K
25.6K $1.07B
MEOH
Methanex Corp

Basic Materials
15.4K
+ 64.73%
$35.09 - $53.61 $542K - $828K
39.3K $1.38B
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
2.84K
+ 29.39%
$63.83 - $75.78 $181K - $215K
12.5K $858M
SCS
Steelcase Inc

Industrials
17.7K
+ 50.82%
$10.57 - $12.53 $187K - $222K
52.5K $576M
TWLO
Twilio Inc

Communication Services
2.03K
+ 40.45%
$94.9 - $148.35 $192K - $301K
7.04K $689M
CTBI
Community Trust Bancorp Inc

Financial Services
3.18K
+ 62.89%
$49.72 - $56.88 $158K - $181K
8.24K $415M
PRAA
Pra Group Inc

Financial Services
7.08K
+ 22.55%
$18.82 - $23.95 $133K - $170K
38.5K $793M
NEU
Newmarket Corp

Basic Materials
19
+ 0.7%
$482.93 - $570.11 $9.18K - $10.8K
2.75K $1.56B
MBIN
Merchants Bancorp

Financial Services
1.99K
+ 13.89%
$34.75 - $43.49 $69.2K - $86.6K
16.3K $604M
UHAL
Amerco

Industrials
1.72K
+ 18.48%
$62.22 - $74.71 $107K - $129K
11K $722M
CE
Celanese Corp

Basic Materials
5.83K
+ 28.04%
$47.02 - $74.12 $274K - $432K
26.6K $1.51B
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
3.81K
+ 35.33%
$96.88 - $148.78 $369K - $567K
14.6K $1.46B
APH
Amphenol Corp

Technology
1.95K
+ 9.3%
$61.62 - $78.55 $120K - $153K
22.8K $1.5B
KFRC
Kforce Inc

Industrials
2.33K
+ 18.94%
$48.42 - $56.93 $113K - $132K
14.6K $714M
AMBA
Ambarella Inc

Technology
2.67K
+ 50.27%
$48.94 - $82.94 $131K - $221K
7.98K $402M
TR
Tootsie Roll Industries Inc

Consumer Defensive
610
+ 2.99%
$30.44 - $32.85 $18.6K - $20K
21K $661M
SCVL
Shoe Carnival Inc

Consumer Cyclical
17K
+ 41.83%
$21.24 - $32.31 $360K - $548K
57.5K $1.26B
EME
Emcor Group, Inc.

Industrials
474
+ 15.06%
$361.16 - $535.99 $171K - $254K
3.62K $1.34B
TEX
Terex Corp

Industrials
4.24K
+ 13.74%
$37.65 - $48.97 $160K - $208K
35.1K $1.33B
Activity Summary
Buys All Purchases 181 New Holdings 150 Increased Positions 31 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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