Stock Taper 
SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bank OZK | OZK | 4.48K | $233.36K |
 Douglas Dynamics, Inc. | PLOW | 4.64K | $250.38K |
 XPEL, Inc. | XPEL | 4.94K | $244.83K |
 Hewlett Packard Enterprise Company | HPE | 5.25K | $236.96K |
 SmartFinancial, Inc. | SMBK | 5.36K | $251.3K |
 Standard Motor Products, Inc. | SMP | 5.4K | $210.52K |
 Tootsie Roll Industries, Inc. | TR | 6.17K | $244.02K |
 Dorian LPG Ltd. | LPG | 6.5K | $226.21K |
 First Financial Bankshares, Inc. | FFIN | 6.73K | $232.82K |
 Constellium SE | CSTM | 7.3K | $232.62K |
 ChoiceOne Financial Services, Inc. | COFS | 7.33K | $249.25K |
 Chipotle Mexican Grill, Inc. | CMG | 7.34K | $249.66K |
 Carter Bankshares, Inc. | CARE | 7.56K | $257.12K |
 Copart, Inc. | CPRT | 7.61K | $214.61K |
 ATN International, Inc. | ATNI | 7.69K | $203.74K |
 News Corporation | NWS | 8.1K | $227.37K |
 Dropbox, Inc. | DBX | 8.22K | $225.72K |
 Planet Labs PBC | PL | 8.24K | $272.96K |
 Farmers & Merchants Bancorp, Inc. | FMAO | 8.25K | $252.35K |
 Gen Digital Inc. | GEN | 8.93K | $222.24K |