POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AN | 5K | $1.02M |
 | HWM | 5K | $911.49K |
 | HQY | 5K | $434.43K |
 | WSM | 5K | $887.54K |
 | CAT | 5K | $2.15M |
 | CRL | 4K | $703.29K |
 | KBH | 4K | $285.36K |
 | USFD | 4K | $341.65K |
 | TBBK | 4K | $332.59K |
 | AXP | 4K | $1.47M |
 | TXT | 4K | $366.52K |
 | AMD | 4K | $700.23K |
 | AIR | 4K | $384.86K |
 | LIF | 4K | $451.35K |
 | TTWO | 4K | $1.09M |
 | SATS | 4K | $322.39K |
 | LNG | 4K | $984.57K |
 | TCBI | 4K | $351.98K |
 | EXPD | 4K | $507.40K |
 | ANET | 4K | $594.35K |
AutoNation, Inc.
AN
Shares Held
5K
Value
$1.02M
Howmet Aerospace Inc.
HWM
Shares Held
5K
Value
$911.49K
HealthEquity, Inc.
HQY
Shares Held
5K
Value
$434.43K
Williams-Sonoma, Inc.
WSM
Shares Held
5K
Value
$887.54K
Caterpillar Inc.
CAT
Shares Held
5K
Value
$2.15M
Charles River Laboratories International, Inc.
CRL
Shares Held
4K
Value
$703.29K
KB Home
KBH
Shares Held
4K
Value
$285.36K
US Foods Holding Corp.
USFD
Shares Held
4K
Value
$341.65K
The Bancorp, Inc.
TBBK
Shares Held
4K
Value
$332.59K
American Express Company
AXP
Shares Held
4K
Value
$1.47M
Textron Inc.
TXT
Shares Held
4K
Value
$366.52K
Advanced Micro Devices, Inc.
AMD
Shares Held
4K
Value
$700.23K
AAR Corp.
AIR
Shares Held
4K
Value
$384.86K
Life360, Inc.
LIF
Shares Held
4K
Value
$451.35K
Take-Two Interactive Software, Inc.
TTWO
Shares Held
4K
Value
$1.09M
EchoStar Corporation
SATS
Shares Held
4K
Value
$322.39K
Cheniere Energy, Inc.
LNG
Shares Held
4K
Value
$984.57K
Texas Capital Bancshares, Inc.
TCBI
Shares Held
4K
Value
$351.98K
Expeditors International of Washington, Inc.
EXPD
Shares Held
4K
Value
$507.40K
Arista Networks, Inc.
ANET
Shares Held
4K
Value
$594.35K