POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWL | 17K | $87.13K |
 | FHN | 17K | $374.63K |
 | BALL | 16K | $829.91K |
 | MYE | 16K | $278.19K |
 | ENTG | 16K | $1.52M |
 | COIN | 16K | $5.52M |
 | STLD | 16K | $2.28M |
 | DT | 16K | $785.42K |
 | WLK | 16K | $1.25M |
 | MMM | 16K | $2.50M |
 | NU | 16K | $255.97K |
 | IBKR | 16K | $1.09M |
 | CPNG | 16K | $509.15K |
 | LYTS | 16K | $372.12K |
 | SHO | 16K | $146.76K |
 | FSLY | 16K | $133.70K |
 | SMCI | 16K | $745.37K |
 | NRIM | 16K | $336.06K |
 | CMG | 16K | $607.84K |
 | TSCO | 15K | $878.75K |
Newell Brands Inc.
NWL
Shares Held
17K
Value
$87.13K
First Horizon Corporation
FHN
Shares Held
17K
Value
$374.63K
Ball Corporation
BALL
Shares Held
16K
Value
$829.91K
Myers Industries, Inc.
MYE
Shares Held
16K
Value
$278.19K
Entegris, Inc.
ENTG
Shares Held
16K
Value
$1.52M
Coinbase Global, Inc.
COIN
Shares Held
16K
Value
$5.52M
Steel Dynamics, Inc.
STLD
Shares Held
16K
Value
$2.28M
Dynatrace, Inc.
DT
Shares Held
16K
Value
$785.42K
Westlake Corporation
WLK
Shares Held
16K
Value
$1.25M
3M Company
MMM
Shares Held
16K
Value
$2.50M
Nu Holdings Ltd.
NU
Shares Held
16K
Value
$255.97K
Interactive Brokers Group, Inc.
IBKR
Shares Held
16K
Value
$1.09M
Coupang, Inc.
CPNG
Shares Held
16K
Value
$509.15K
LSI Industries Inc.
LYTS
Shares Held
16K
Value
$372.12K
Sunstone Hotel Investors, Inc.
SHO
Shares Held
16K
Value
$146.76K
Fastly, Inc.
FSLY
Shares Held
16K
Value
$133.70K
Super Micro Computer, Inc.
SMCI
Shares Held
16K
Value
$745.37K
Northrim BanCorp, Inc.
NRIM
Shares Held
16K
Value
$336.06K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
16K
Value
$607.84K
Tractor Supply Company
TSCO
Shares Held
15K
Value
$878.75K