SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACHR | 35K | $180.85K |
 | RIG | 30K | $199.97K |
 | KRNY | 26K | $194.78K |
 | NAT | 26K | $149.74K |
 | RXST | 19K | $119.88K |
 | CWH | 18K | $123.06K |
 | TG | 16K | $130.04K |
 | ACVA | 16K | $68.95K |
 | KD | 15K | $200.49K |
 | RUN | 15K | $205.79K |
 | SG | 14K | $74.48K |
 | NFBK | 14K | $193.74K |
 | SONO | 14K | $181.17K |
 | SHIP | 13K | $172.18K |
 | FIGS | 13K | $191.06K |
 | FRST | 13K | $171.01K |
 | LOCO | 12K | $169.83K |
 | LXU | 12K | $178.40K |
 | VFC | 12K | $198.61K |
FLUSHING FINL CORP | FFIC | 12K | $178.47K |
Archer Aviation Inc.
ACHR
Shares Held
35K
Value
$180.85K
Transocean Ltd.
RIG
Shares Held
30K
Value
$199.97K
Kearny Financial Corp.
KRNY
Shares Held
26K
Value
$194.78K
Nordic American Tankers Limited
NAT
Shares Held
26K
Value
$149.74K
RxSight, Inc.
RXST
Shares Held
19K
Value
$119.88K
Camping World Holdings, Inc.
CWH
Shares Held
18K
Value
$123.06K
Tredegar Corporation
TG
Shares Held
16K
Value
$130.04K
ACV Auctions Inc.
ACVA
Shares Held
16K
Value
$68.95K
Kyndryl Holdings, Inc.
KD
Shares Held
15K
Value
$200.49K
Sunrun Inc.
RUN
Shares Held
15K
Value
$205.79K
Sweetgreen, Inc.
SG
Shares Held
14K
Value
$74.48K
Northfield Bancorp, Inc.
NFBK
Shares Held
14K
Value
$193.74K
Sonos, Inc.
SONO
Shares Held
14K
Value
$181.17K
Seanergy Maritime Holdings Corp.
SHIP
Shares Held
13K
Value
$172.18K
FIGS, Inc.
FIGS
Shares Held
13K
Value
$191.06K
Primis Financial Corp
FRST
Shares Held
13K
Value
$171.01K
El Pollo Loco Holdings, Inc.
LOCO
Shares Held
12K
Value
$169.83K
LSB Industries, Inc.
LXU
Shares Held
12K
Value
$178.40K
V.F. Corporation
VFC
Shares Held
12K
Value
$198.61K
FLUSHING FINL CORP
FFIC
Shares Held
12K
Value
$178.47K