
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | FFIC | 11K | $152.93K |
![]() | QTWO | 11K | $796.29K |
![]() | KMI | 11K | $311.18K |
![]() | FOUR | 11K | $842.42K |
![]() | HALO | 11K | $798.01K |
![]() | Z | 11K | $836.84K |
![]() | NJR | 11K | $521.22K |
![]() | ARES | 11K | $1.73M |
![]() | BYD | 11K | $928.13K |
![]() | INVX | 11K | $196.75K |
![]() | EOSE | 11K | $120.59K |
![]() | PDM | 11K | $95.09K |
![]() | PHM | 11K | $1.39M |
![]() | KEX | 10K | $875.72K |
![]() | MTRX | 10K | $136.79K |
![]() | GIC | 10K | $382.83K |
![]() | NRDS | 10K | $111.02K |
![]() | RDN | 10K | $370.39K |
![]() | TERN | 10K | $76.18K |
![]() | PVH | 10K | $840.30K |

Flushing Financial Corporation
FFIC
Shares Held
11K
Value
$152.93K

Q2 Holdings, Inc.
QTWO
Shares Held
11K
Value
$796.29K

Kinder Morgan, Inc.
KMI
Shares Held
11K
Value
$311.18K

Shift4 Payments, Inc.
FOUR
Shares Held
11K
Value
$842.42K

Halozyme Therapeutics, Inc.
HALO
Shares Held
11K
Value
$798.01K

Zillow Group, Inc. Class C
Z
Shares Held
11K
Value
$836.84K

New Jersey Resources Corporation
NJR
Shares Held
11K
Value
$521.22K

Ares Management Corporation
ARES
Shares Held
11K
Value
$1.73M

Boyd Gaming Corporation
BYD
Shares Held
11K
Value
$928.13K

Innovex International, Inc.
INVX
Shares Held
11K
Value
$196.75K

Eos Energy Enterprises, Inc.
EOSE
Shares Held
11K
Value
$120.59K

Piedmont Office Realty Trust, Inc.
PDM
Shares Held
11K
Value
$95.09K

PulteGroup, Inc.
PHM
Shares Held
11K
Value
$1.39M

Kirby Corporation
KEX
Shares Held
10K
Value
$875.72K

Matrix Service Company
MTRX
Shares Held
10K
Value
$136.79K

Global Industrial Company
GIC
Shares Held
10K
Value
$382.83K

NerdWallet, Inc.
NRDS
Shares Held
10K
Value
$111.02K

Radian Group Inc.
RDN
Shares Held
10K
Value
$370.39K

Terns Pharmaceuticals, Inc.
TERN
Shares Held
10K
Value
$76.18K

PVH Corp.
PVH
Shares Held
10K
Value
$840.30K
