POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MTN | 6K | $918.36K |
 | PCTY | 6K | $976.80K |
 | EAT | 6K | $775.28K |
 | PARR | 6K | $216.10K |
 | MDT | 6K | $575.63K |
 | CPT | 6K | $643.35K |
 | PRIM | 6K | $827.14K |
 | ALE | 6K | $398.87K |
 | AMRC | 6K | $201.58K |
 | JKHY | 6K | $883.30K |
 | SCHW | 6K | $564.32K |
 | ALL | 6K | $1.27M |
 | TT | 6K | $2.49M |
 | UNM | 6K | $457.42K |
 | MASI | 6K | $867.00K |
 | KMB | 6K | $729.25K |
 | DTM | 6K | $659.25K |
 | CARR | 6K | $347.63K |
 | BKH | 6K | $355.68K |
 | HBCP | 6K | $312.04K |
Vail Resorts, Inc.
MTN
Shares Held
6K
Value
$918.36K
Paylocity Holding Corporation
PCTY
Shares Held
6K
Value
$976.80K
Brinker International, Inc.
EAT
Shares Held
6K
Value
$775.28K
Par Pacific Holdings, Inc.
PARR
Shares Held
6K
Value
$216.10K
Medtronic plc
MDT
Shares Held
6K
Value
$575.63K
Camden Property Trust
CPT
Shares Held
6K
Value
$643.35K
Primoris Services Corporation
PRIM
Shares Held
6K
Value
$827.14K
ALLETE, Inc.
ALE
Shares Held
6K
Value
$398.87K
Ameresco, Inc.
AMRC
Shares Held
6K
Value
$201.58K
Jack Henry & Associates, Inc.
JKHY
Shares Held
6K
Value
$883.30K
The Charles Schwab Corporation
SCHW
Shares Held
6K
Value
$564.32K
The Allstate Corporation
ALL
Shares Held
6K
Value
$1.27M
Trane Technologies plc
TT
Shares Held
6K
Value
$2.49M
Unum Group
UNM
Shares Held
6K
Value
$457.42K
Masimo Corporation
MASI
Shares Held
6K
Value
$867.00K
Kimberly-Clark Corporation
KMB
Shares Held
6K
Value
$729.25K
DT Midstream, Inc.
DTM
Shares Held
6K
Value
$659.25K
Carrier Global Corporation
CARR
Shares Held
6K
Value
$347.63K
Black Hills Corporation
BKH
Shares Held
6K
Value
$355.68K
Home Bancorp, Inc.
HBCP
Shares Held
6K
Value
$312.04K