Semanteon Capital Management as of Dec. 31, 2025
Portfolio Holdings for Semanteon Capital Management
Semanteon Capital Management holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sweetgreen Com Cl A (SG) | 13.6 | $102k | 15k | 6.76 | |
| Wendy's/arby's Group (WEN) | 13.5 | $101k | 12k | 8.33 | |
| Western Union Company (WU) | 13.4 | $100k | 11k | 9.31 | |
| Pangaea Logistics Solution L SHS (PANL) | 13.3 | $99k | 14k | 6.88 | |
| MiMedx (MDXG) | 13.2 | $99k | 15k | 6.77 | |
| Payoneer Global (PAYO) | 13.2 | $98k | 18k | 5.62 | |
| Amcor Ord | 11.9 | $88k | 11k | 8.34 | |
| Powerfleet (AIOT) | 7.9 | $59k | 11k | 5.32 |
