Stock Taper 
SEMANTEON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tootsie Roll Industries, Inc. | TR | 6.17K | $244.02K |
 Standard Motor Products, Inc. | SMP | 5.4K | $210.52K |
 SmartFinancial, Inc. | SMBK | 5.36K | $251.3K |
 Hewlett Packard Enterprise Company | HPE | 5.25K | $236.96K |
 XPEL, Inc. | XPEL | 4.94K | $244.83K |
 Douglas Dynamics, Inc. | PLOW | 4.64K | $250.38K |
 Bank OZK | OZK | 4.48K | $233.36K |
 TG Therapeutics, Inc. | TGTX | 4.28K | $234.87K |
 Suncor Energy Inc. | SU | 4.09K | $219.66K |
 Teck Resources Limited | TECK | 4.05K | $240.87K |
 Southern First Bancshares, Inc. | SFST | 3.88K | $237.25K |
 Nutrien Ltd. | NTR | 3.69K | $232.1K |
 The Descartes Systems Group Inc. | DSGX | 3.1K | $214.51K |
 Sysco Corporation | SYY | 3.02K | $252.75K |
 Thor Industries, Inc. | THO | 2.98K | $223.98K |
 Donaldson Company, Inc. | DCI | 2.71K | $242.92K |
 Stride, Inc. | LRN | 2.69K | $232.42K |
 Churchill Downs Incorporated | CHDN | 2.63K | $235.57K |
 Ingles Markets, Incorporated | IMKTA | 2.59K | $229.51K |
 SkyWest, Inc. | SKYW | 2.57K | $254.88K |