POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OKE | 5K | $381.05K |
 | HOOD | 5K | $746.83K |
 | SMP | 5K | $212.18K |
 | KKR | 5K | $673.14K |
 | WMB | 5K | $327.33K |
 | VOYA | 5K | $385.00K |
 | SHW | 5K | $1.78M |
 | UBER | 5K | $498.96K |
 | GM | 5K | $308.75K |
 | ES | 5K | $359.83K |
 | CASH | 5K | $370.57K |
 | EXE | 5K | $531.41K |
 | CDW | 5K | $792.74K |
 | IOSP | 5K | $378.86K |
 | RJF | 5K | $844.36K |
 | PH | 5K | $3.71M |
 | ZTS | 5K | $706.58K |
 | GTLB | 5K | $216.88K |
 | ABNB | 5K | $581.97K |
 | INCY | 5K | $401.66K |
ONEOK, Inc.
OKE
Shares Held
5K
Value
$381.05K
Robinhood Markets, Inc.
HOOD
Shares Held
5K
Value
$746.83K
Standard Motor Products, Inc.
SMP
Shares Held
5K
Value
$212.18K
KKR & Co. Inc.
KKR
Shares Held
5K
Value
$673.14K
The Williams Companies, Inc.
WMB
Shares Held
5K
Value
$327.33K
Voya Financial, Inc.
VOYA
Shares Held
5K
Value
$385.00K
The Sherwin-Williams Company
SHW
Shares Held
5K
Value
$1.78M
Uber Technologies, Inc.
UBER
Shares Held
5K
Value
$498.96K
General Motors Company
GM
Shares Held
5K
Value
$308.75K
Eversource Energy
ES
Shares Held
5K
Value
$359.83K
Pathward Financial, Inc.
CASH
Shares Held
5K
Value
$370.57K
Expand Energy Corporation
EXE
Shares Held
5K
Value
$531.41K
CDW Corporation
CDW
Shares Held
5K
Value
$792.74K
Innospec Inc.
IOSP
Shares Held
5K
Value
$378.86K
Raymond James Financial, Inc.
RJF
Shares Held
5K
Value
$844.36K
Parker-Hannifin Corporation
PH
Shares Held
5K
Value
$3.71M
Zoetis Inc.
ZTS
Shares Held
5K
Value
$706.58K
GitLab Inc.
GTLB
Shares Held
5K
Value
$216.88K
Airbnb, Inc.
ABNB
Shares Held
5K
Value
$581.97K
Incyte Corporation
INCY
Shares Held
5K
Value
$401.66K