POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIG | 1.03M | $3.20M |
 | CNP | 325K | $12.61M |
 | NI | 273K | $11.80M |
 | PPL | 270K | $10.03M |
 | XEL | 190K | $15.32M |
 | RAL | 166K | $7.27M |
 | AEE | 140K | $14.61M |
 | GETY | 137K | $270.86K |
 | ETR | 135K | $12.58M |
 | FIGS | 133K | $890.98K |
 | BLMN | 128K | $917.93K |
 | FORM | 122K | $4.44M |
 | FCX | 120K | $4.73M |
 | LITE | 120K | $19.56M |
 | GT | 117K | $872.66K |
 | POR | 116K | $5.09M |
 | EXC | 115K | $5.18M |
 | WDC | 112K | $13.42M |
 | HL | 106K | $1.29M |
 | NVDA | 101K | $18.77M |
Transocean Ltd.
RIG
Shares Held
1.03M
Value
$3.20M
CenterPoint Energy, Inc.
CNP
Shares Held
325K
Value
$12.61M
NiSource Inc.
NI
Shares Held
273K
Value
$11.80M
PPL Corporation
PPL
Shares Held
270K
Value
$10.03M
Xcel Energy Inc.
XEL
Shares Held
190K
Value
$15.32M
Ralliant Corp.
RAL
Shares Held
166K
Value
$7.27M
Ameren Corporation
AEE
Shares Held
140K
Value
$14.61M
Getty Images Holdings, Inc.
GETY
Shares Held
137K
Value
$270.86K
Entergy Corporation
ETR
Shares Held
135K
Value
$12.58M
FIGS, Inc.
FIGS
Shares Held
133K
Value
$890.98K
Bloomin' Brands, Inc.
BLMN
Shares Held
128K
Value
$917.93K
FormFactor, Inc.
FORM
Shares Held
122K
Value
$4.44M
Freeport-McMoRan Inc.
FCX
Shares Held
120K
Value
$4.73M
Lumentum Holdings Inc.
LITE
Shares Held
120K
Value
$19.56M
The Goodyear Tire & Rubber Company
GT
Shares Held
117K
Value
$872.66K
Portland General Electric Company
POR
Shares Held
116K
Value
$5.09M
Exelon Corporation
EXC
Shares Held
115K
Value
$5.18M
Western Digital Corporation
WDC
Shares Held
112K
Value
$13.42M
Hecla Mining Company
HL
Shares Held
106K
Value
$1.29M
NVIDIA Corporation
NVDA
Shares Held
101K
Value
$18.77M