13F HOLDINGS REPORT
Semanteon Capital Management, LP
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0002085853-26-000232
Total Value
$746,261
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SWEETGREEN INC | SG | 15,027 | $101,583 | 13.61% |
| 2 | WENDYS CO | 95058W100 | 12,112 | $100,893 | 13.52% |
| 3 | WESTERN UN CO | WU | 10,736 | $99,952 | 13.39% |
| 4 | PANGAEA LOGISTICS SOLUTION L | G6891L105 | 14,440 | $99,347 | 13.31% |
| 5 | MIMEDX GROUP INC | MDXG | 14,581 | $98,713 | 13.23% |
| 6 | PAYONEER GLOBAL INC | PAYO | 17,475 | $98,210 | 13.16% |
| 7 | AMCOR PLC | AMCCF | 10,604 | $88,437 | 11.85% |
| 8 | POWERFLEET INC | AIOT | 11,114 | $59,126 | 7.92% |