POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FNF | 6K | $347.03K |
 | XPO | 6K | $732.70K |
 | JBL | 6K | $1.22M |
 | ESNT | 6K | $357.59K |
 | MKTX | 6K | $977.02K |
 | FAF | 6K | $359.81K |
 | ALLE | 6K | $993.16K |
 | DRS | 6K | $252.06K |
 | FTDR | 6K | $371.10K |
 | SRCE | 5K | $337.60K |
 | DIS | 5K | $623.00K |
 | MTB | 5K | $1.06M |
 | RMBS | 5K | $559.97K |
 | HIG | 5K | $712.30K |
 | BHF | 5K | $283.02K |
 | FLS | 5K | $281.69K |
 | SMBC | 5K | $277.15K |
 | AOS | 5K | $386.50K |
 | TEAM | 5K | $839.38K |
 | FOXA | 5K | $330.50K |
Fidelity National Financial, Inc.
FNF
Shares Held
6K
Value
$347.03K
XPO Logistics, Inc.
XPO
Shares Held
6K
Value
$732.70K
Jabil Inc.
JBL
Shares Held
6K
Value
$1.22M
Essent Group Ltd.
ESNT
Shares Held
6K
Value
$357.59K
MarketAxess Holdings Inc.
MKTX
Shares Held
6K
Value
$977.02K
First American Financial Corporation
FAF
Shares Held
6K
Value
$359.81K
Allegion plc
ALLE
Shares Held
6K
Value
$993.16K
Leonardo DRS, Inc.
DRS
Shares Held
6K
Value
$252.06K
Frontdoor, Inc.
FTDR
Shares Held
6K
Value
$371.10K
1st Source Corporation
SRCE
Shares Held
5K
Value
$337.60K
The Walt Disney Company
DIS
Shares Held
5K
Value
$623.00K
M&T Bank Corporation
MTB
Shares Held
5K
Value
$1.06M
Rambus Inc.
RMBS
Shares Held
5K
Value
$559.97K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
5K
Value
$712.30K
Brighthouse Financial, Inc.
BHF
Shares Held
5K
Value
$283.02K
Flowserve Corporation
FLS
Shares Held
5K
Value
$281.69K
Southern Missouri Bancorp, Inc.
SMBC
Shares Held
5K
Value
$277.15K
A. O. Smith Corporation
AOS
Shares Held
5K
Value
$386.50K
Atlassian Corporation
TEAM
Shares Held
5K
Value
$839.38K
Fox Corporation
FOXA
Shares Held
5K
Value
$330.50K