POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNP | 7K | $1.57M |
 | ALGN | 7K | $829.58K |
 | GLPI | 7K | $307.35K |
 | CMI | 7K | $2.78M |
 | PNFP | 7K | $616.39K |
 | ECL | 7K | $1.80M |
 | BILL | 7K | $346.48K |
 | CSX | 7K | $232.24K |
 | CHWY | 7K | $263.90K |
 | CROX | 6K | $536.06K |
 | UNTY | 6K | $312.87K |
 | MRK | 6K | $536.31K |
 | STT | 6K | $740.96K |
 | MTZ | 6K | $1.36M |
 | DELL | 6K | $903.93K |
 | LRN | 6K | $948.45K |
 | FDP | 6K | $220.92K |
 | REVG | 6K | $359.34K |
 | BWMN | 6K | $265.43K |
 | NWE | 6K | $360.86K |
Union Pacific Corporation
UNP
Shares Held
7K
Value
$1.57M
Align Technology, Inc.
ALGN
Shares Held
7K
Value
$829.58K
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
7K
Value
$307.35K
Cummins Inc.
CMI
Shares Held
7K
Value
$2.78M
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
7K
Value
$616.39K
Ecolab Inc.
ECL
Shares Held
7K
Value
$1.80M
Bill.com Holdings, Inc.
BILL
Shares Held
7K
Value
$346.48K
CSX Corporation
CSX
Shares Held
7K
Value
$232.24K
Chewy, Inc.
CHWY
Shares Held
7K
Value
$263.90K
Crocs, Inc.
CROX
Shares Held
6K
Value
$536.06K
Unity Bancorp, Inc.
UNTY
Shares Held
6K
Value
$312.87K
Merck & Co., Inc.
MRK
Shares Held
6K
Value
$536.31K
State Street Corporation
STT
Shares Held
6K
Value
$740.96K
MasTec, Inc.
MTZ
Shares Held
6K
Value
$1.36M
Dell Technologies Inc.
DELL
Shares Held
6K
Value
$903.93K
Stride, Inc.
LRN
Shares Held
6K
Value
$948.45K
Fresh Del Monte Produce Inc.
FDP
Shares Held
6K
Value
$220.92K
REV Group, Inc.
REVG
Shares Held
6K
Value
$359.34K
Bowman Consulting Group Ltd.
BWMN
Shares Held
6K
Value
$265.43K
Northwestern Energy Group Inc
NWE
Shares Held
6K
Value
$360.86K