POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VTR | 10K | $702.07K |
 | TPR | 10K | $1.13M |
 | INDV | 10K | $237.77K |
 | EW | 10K | $753.90K |
 | UVSP | 10K | $289.96K |
 | APPN | 10K | $293.96K |
 | CENTA | 10K | $281.15K |
 | DLTR | 10K | $898.40K |
 | CENX | 9K | $272.96K |
 | CMA | 9K | $635.52K |
 | IBEX | 9K | $371.97K |
 | FTAI | 9K | $1.51M |
 | SBAC | 9K | $1.75M |
 | AWK | 9K | $1.25M |
 | COO | 9K | $616.77K |
 | GRC | 9K | $414.53K |
 | AEM | 9K | $1.48M |
 | EVER | 9K | $200.18K |
 | ANDE | 9K | $347.82K |
 | U | 9K | $348.71K |
Ventas, Inc.
VTR
Shares Held
10K
Value
$702.07K
Tapestry, Inc.
TPR
Shares Held
10K
Value
$1.13M
Indivior PLC
INDV
Shares Held
10K
Value
$237.77K
Edwards Lifesciences Corporation
EW
Shares Held
10K
Value
$753.90K
Univest Financial Corporation
UVSP
Shares Held
10K
Value
$289.96K
Appian Corporation
APPN
Shares Held
10K
Value
$293.96K
Central Garden & Pet Company
CENTA
Shares Held
10K
Value
$281.15K
Dollar Tree, Inc.
DLTR
Shares Held
10K
Value
$898.40K
Century Aluminum Company
CENX
Shares Held
9K
Value
$272.96K
Comerica Incorporated
CMA
Shares Held
9K
Value
$635.52K
IBEX Limited
IBEX
Shares Held
9K
Value
$371.97K
FTAI Aviation Ltd.
FTAI
Shares Held
9K
Value
$1.51M
SBA Communications Corporation
SBAC
Shares Held
9K
Value
$1.75M
American Water Works Company, Inc.
AWK
Shares Held
9K
Value
$1.25M
The Cooper Companies, Inc.
COO
Shares Held
9K
Value
$616.77K
The Gorman-Rupp Company
GRC
Shares Held
9K
Value
$414.53K
Agnico Eagle Mines Limited
AEM
Shares Held
9K
Value
$1.48M
EverQuote, Inc.
EVER
Shares Held
9K
Value
$200.18K
The Andersons, Inc.
ANDE
Shares Held
9K
Value
$347.82K
Unity Software Inc.
U
Shares Held
9K
Value
$348.71K