POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JBHT | 8K | $1.07M |
 | FI | 8K | $1.02M |
 | CVS | 8K | $594.90K |
 | AEP | 8K | $883.80K |
 | GPN | 8K | $650.18K |
 | WHR | 8K | $608.28K |
 | BAH | 7K | $747.23K |
 | TW | 7K | $827.69K |
 | BMY | 7K | $334.46K |
 | ROST | 7K | $1.13M |
 | TGT | 7K | $660.10K |
 | SPFI | 7K | $284.31K |
 | CMS | 7K | $538.53K |
 | JOE | 7K | $363.53K |
 | BSX | 7K | $717.09K |
 | FTNT | 7K | $613.53K |
 | CL | 7K | $581.00K |
 | SNV | 7K | $355.14K |
 | EIX | 7K | $399.67K |
 | TTMI | 7K | $415.07K |
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
8K
Value
$1.07M
Fiserv, Inc.
FI
Shares Held
8K
Value
$1.02M
CVS Health Corporation
CVS
Shares Held
8K
Value
$594.90K
American Electric Power Company, Inc.
AEP
Shares Held
8K
Value
$883.80K
Global Payments Inc.
GPN
Shares Held
8K
Value
$650.18K
Whirlpool Corporation
WHR
Shares Held
8K
Value
$608.28K
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
7K
Value
$747.23K
Tradeweb Markets Inc.
TW
Shares Held
7K
Value
$827.69K
Bristol-Myers Squibb Company
BMY
Shares Held
7K
Value
$334.46K
Ross Stores, Inc.
ROST
Shares Held
7K
Value
$1.13M
Target Corporation
TGT
Shares Held
7K
Value
$660.10K
South Plains Financial, Inc.
SPFI
Shares Held
7K
Value
$284.31K
CMS Energy Corporation
CMS
Shares Held
7K
Value
$538.53K
The St. Joe Company
JOE
Shares Held
7K
Value
$363.53K
Boston Scientific Corporation
BSX
Shares Held
7K
Value
$717.09K
Fortinet, Inc.
FTNT
Shares Held
7K
Value
$613.53K
Colgate-Palmolive Company
CL
Shares Held
7K
Value
$581.00K
Synovus Financial Corp.
SNV
Shares Held
7K
Value
$355.14K
Edison International
EIX
Shares Held
7K
Value
$399.67K
TTM Technologies, Inc.
TTMI
Shares Held
7K
Value
$415.07K