Semanteon Capital Management, LP

Position in PLOW — Douglas Dynamics, Inc

CIK 1738809 NEWTON, MA

Position in PLOW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$250,381

New position

Shares Held

4,641

first reported quarter

Ownership

0.020%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#170

of 245 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Semanteon Capital Management, LP holds $1,046,242 across 5 Auto Parts names. PLOW ranks #1 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLOW	Douglas Dynamics, Inc This page	4,641	$250,381
2	AUR	Aurora Innovation, Inc.	36,567	$249,386
3	XPEL	XPEL, Inc.	4,936	$244,825
4	SMP	Standard Motor Products, Inc.	5,402	$210,515
5	QS	QuantumScape Corp	12,055	$91,135

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,381	4,641	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.