POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GEV | 7K | $4.43M |
 | CFG | 7K | $381.90K |
 | K | 7K | $588.08K |
 | HSII | 7K | $354.06K |
 | TTD | 7K | $347.04K |
 | PAHC | 7K | $286.13K |
 | IIIN | 7K | $270.91K |
 | RPM | 7K | $829.29K |
 | ORLY | 7K | $757.69K |
 | ILMN | 7K | $666.78K |
 | GDS | 7K | $270.90K |
 | AIG | 7K | $547.89K |
 | NMIH | 7K | $266.73K |
 | MTSI | 7K | $861.84K |
 | CTS | 7K | $275.99K |
 | WMT | 7K | $705.03K |
 | UPS | 7K | $561.49K |
 | IPI | 7K | $203.85K |
 | PLNT | 7K | $691.62K |
 | A | 7K | $854.43K |
GE Vernova Inc.
GEV
Shares Held
7K
Value
$4.43M
Citizens Financial Group, Inc.
CFG
Shares Held
7K
Value
$381.90K
Kellanova
K
Shares Held
7K
Value
$588.08K
Heidrick & Struggles International, Inc.
HSII
Shares Held
7K
Value
$354.06K
The Trade Desk, Inc.
TTD
Shares Held
7K
Value
$347.04K
Phibro Animal Health Corporation
PAHC
Shares Held
7K
Value
$286.13K
Insteel Industries, Inc.
IIIN
Shares Held
7K
Value
$270.91K
RPM International Inc.
RPM
Shares Held
7K
Value
$829.29K
O'Reilly Automotive, Inc.
ORLY
Shares Held
7K
Value
$757.69K
Illumina, Inc.
ILMN
Shares Held
7K
Value
$666.78K
GDS Holdings Limited
GDS
Shares Held
7K
Value
$270.90K
American International Group, Inc.
AIG
Shares Held
7K
Value
$547.89K
NMI Holdings, Inc.
NMIH
Shares Held
7K
Value
$266.73K
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
7K
Value
$861.84K
CTS Corporation
CTS
Shares Held
7K
Value
$275.99K
Walmart Inc.
WMT
Shares Held
7K
Value
$705.03K
United Parcel Service, Inc.
UPS
Shares Held
7K
Value
$561.49K
Intrepid Potash, Inc.
IPI
Shares Held
7K
Value
$203.85K
Planet Fitness, Inc.
PLNT
Shares Held
7K
Value
$691.62K
Agilent Technologies, Inc.
A
Shares Held
7K
Value
$854.43K