POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMX | 14K | $631.59K |
 | MDXG | 14K | $98.17K |
 | WCN | 14K | $2.47M |
 | MMC | 14K | $2.82M |
 | CPRT | 14K | $627.06K |
 | ETN | 14K | $5.21M |
 | CUZ | 14K | $401.95K |
 | TFC | 14K | $634.00K |
 | CRDO | 14K | $2.02M |
 | SANA | 14K | $49.01K |
 | LVS | 14K | $736.38K |
 | DOV | 14K | $2.28M |
 | CAVA | 13K | $808.77K |
 | MTDR | 13K | $599.32K |
 | MRNA | 13K | $343.82K |
 | AES | 13K | $174.51K |
 | UPST | 13K | $666.90K |
 | TREX | 13K | $670.11K |
 | DHT | 13K | $154.06K |
 | EQT | 13K | $698.72K |
CarMax, Inc.
KMX
Shares Held
14K
Value
$631.59K
MiMedx Group, Inc.
MDXG
Shares Held
14K
Value
$98.17K
Waste Connections, Inc.
WCN
Shares Held
14K
Value
$2.47M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
14K
Value
$2.82M
Copart, Inc.
CPRT
Shares Held
14K
Value
$627.06K
Eaton Corporation plc
ETN
Shares Held
14K
Value
$5.21M
Cousins Properties Incorporated
CUZ
Shares Held
14K
Value
$401.95K
Truist Financial Corporation
TFC
Shares Held
14K
Value
$634.00K
Credo Technology Group Holding Ltd
CRDO
Shares Held
14K
Value
$2.02M
Sana Biotechnology, Inc.
SANA
Shares Held
14K
Value
$49.01K
Las Vegas Sands Corp.
LVS
Shares Held
14K
Value
$736.38K
Dover Corporation
DOV
Shares Held
14K
Value
$2.28M
CAVA Group, Inc.
CAVA
Shares Held
13K
Value
$808.77K
Matador Resources Company
MTDR
Shares Held
13K
Value
$599.32K
Moderna, Inc.
MRNA
Shares Held
13K
Value
$343.82K
The AES Corporation
AES
Shares Held
13K
Value
$174.51K
Upstart Holdings, Inc.
UPST
Shares Held
13K
Value
$666.90K
Trex Company, Inc.
TREX
Shares Held
13K
Value
$670.11K
DHT Holdings, Inc.
DHT
Shares Held
13K
Value
$154.06K
EQT Corporation
EQT
Shares Held
13K
Value
$698.72K