Semanteon Capital Management, LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| WENDYS CO | 0 | 12,112 | +12,112 | 0 | 100,893 | +100,893 |
| WESTERN UN CO | 0 | 10,736 | +10,736 | 0 | 99,952 | +99,952 |
| PANGAEA LOGISTICS SOLUTION L | 0 | 14,440 | +14,440 | 0 | 99,347 | +99,347 |
| MIMEDX GROUP INC | 0 | 14,581 | +14,581 | 0 | 98,713 | +98,713 |
| PAYONEER GLOBAL INC | 0 | 17,475 | +17,475 | 0 | 98,210 | +98,210 |
| AMCOR PLC | 0 | 10,604 | +10,604 | 0 | 88,437 | +88,437 |
| POWERFLEET INC | 31,096 | 11,114 | -19,982 | 162,943 | 59,126 | -103,817 |
| SWEETGREEN INC | 70,057 | 15,027 | -55,030 | 559,055 | 101,583 | -457,472 |