POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IFF | 13K | $789.56K |
 | MTG | 13K | $363.53K |
 | QNST | 13K | $197.41K |
 | ELAN | 13K | $256.95K |
 | USNA | 13K | $350.77K |
 | CARE | 13K | $247.01K |
 | SOC | 13K | $221.29K |
 | ALB | 13K | $1.02M |
 | WMK | 13K | $907.14K |
 | EMR | 13K | $1.65M |
 | CTVA | 13K | $847.74K |
 | KRT | 13K | $315.20K |
 | EOG | 12K | $1.40M |
 | COF | 12K | $2.65M |
 | MAX | 12K | $141.21K |
 | EGP | 12K | $2.08M |
 | ELME | 12K | $206.38K |
 | AL | 12K | $778.63K |
 | IRDM | 12K | $213.48K |
 | KNX | 12K | $482.06K |
International Flavors & Fragrances Inc.
IFF
Shares Held
13K
Value
$789.56K
MGIC Investment Corporation
MTG
Shares Held
13K
Value
$363.53K
QuinStreet, Inc.
QNST
Shares Held
13K
Value
$197.41K
Elanco Animal Health Incorporated
ELAN
Shares Held
13K
Value
$256.95K
USANA Health Sciences, Inc.
USNA
Shares Held
13K
Value
$350.77K
Carter Bankshares, Inc.
CARE
Shares Held
13K
Value
$247.01K
Sable Offshore Corp.
SOC
Shares Held
13K
Value
$221.29K
Albemarle Corporation
ALB
Shares Held
13K
Value
$1.02M
Weis Markets, Inc.
WMK
Shares Held
13K
Value
$907.14K
Emerson Electric Co.
EMR
Shares Held
13K
Value
$1.65M
Corteva, Inc.
CTVA
Shares Held
13K
Value
$847.74K
Karat Packaging Inc.
KRT
Shares Held
13K
Value
$315.20K
EOG Resources, Inc.
EOG
Shares Held
12K
Value
$1.40M
Capital One Financial Corporation
COF
Shares Held
12K
Value
$2.65M
MediaAlpha, Inc.
MAX
Shares Held
12K
Value
$141.21K
EastGroup Properties, Inc.
EGP
Shares Held
12K
Value
$2.08M
Elme Communities
ELME
Shares Held
12K
Value
$206.38K
Air Lease Corporation
AL
Shares Held
12K
Value
$778.63K
Iridium Communications Inc.
IRDM
Shares Held
12K
Value
$213.48K
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
12K
Value
$482.06K