POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HUM | 3K | $826.30K |
 | MPC | 3K | $610.60K |
 | CTAS | 3K | $648.62K |
 | AMP | 3K | $1.55M |
 | BPOP | 3K | $395.38K |
 | CHRW | 3K | $408.72K |
 | SHAK | 3K | $285.23K |
 | NTNX | 3K | $226.15K |
 | DXPE | 3K | $361.38K |
 | TFX | 3K | $371.24K |
 | COKE | 3K | $353.12K |
 | SPGI | 3K | $1.47M |
 | AMBA | 3K | $248.38K |
 | COP | 3K | $284.53K |
 | SUI | 3K | $379.65K |
 | CHD | 3K | $256.23K |
 | TRV | 3K | $812.25K |
 | HON | 3K | $602.87K |
 | MET | 3K | $235.41K |
 | LHX | 3K | $871.64K |
Humana Inc.
HUM
Shares Held
3K
Value
$826.30K
Marathon Petroleum Corporation
MPC
Shares Held
3K
Value
$610.60K
Cintas Corporation
CTAS
Shares Held
3K
Value
$648.62K
Ameriprise Financial, Inc.
AMP
Shares Held
3K
Value
$1.55M
Popular, Inc.
BPOP
Shares Held
3K
Value
$395.38K
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
3K
Value
$408.72K
Shake Shack Inc.
SHAK
Shares Held
3K
Value
$285.23K
Nutanix, Inc.
NTNX
Shares Held
3K
Value
$226.15K
DXP Enterprises, Inc.
DXPE
Shares Held
3K
Value
$361.38K
Teleflex Incorporated
TFX
Shares Held
3K
Value
$371.24K
Coca-Cola Consolidated, Inc.
COKE
Shares Held
3K
Value
$353.12K
S&P Global Inc.
SPGI
Shares Held
3K
Value
$1.47M
Ambarella, Inc.
AMBA
Shares Held
3K
Value
$248.38K
ConocoPhillips
COP
Shares Held
3K
Value
$284.53K
Sun Communities, Inc.
SUI
Shares Held
3K
Value
$379.65K
Church & Dwight Co., Inc.
CHD
Shares Held
3K
Value
$256.23K
The Travelers Companies, Inc.
TRV
Shares Held
3K
Value
$812.25K
Honeywell International Inc.
HON
Shares Held
3K
Value
$602.87K
MetLife, Inc.
MET
Shares Held
3K
Value
$235.41K
L3Harris Technologies, Inc.
LHX
Shares Held
3K
Value
$871.64K