POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DTE | 60K | $8.51M |
 | JHX | 60K | $1.15M |
 | F | 58K | $699.09K |
 | PATH | 58K | $779.49K |
 | PGRE | 58K | $379.79K |
 | FSLR | 58K | $12.72M |
 | KRNY | 55K | $362.84K |
 | MP | 55K | $3.68M |
 | AR | 54K | $1.83M |
 | MAT | 54K | $909.04K |
 | EMN | 54K | $3.39M |
 | LC | 54K | $814.47K |
 | AXTA | 53K | $1.51M |
 | VRT | 52K | $7.88M |
 | AEO | 51K | $868.40K |
 | OEC | 50K | $382.47K |
 | LYB | 49K | $2.39M |
 | TSEM | 49K | $3.51M |
 | SOFI | 49K | $1.28M |
 | KVUE | 47K | $770.68K |
DTE Energy Company
DTE
Shares Held
60K
Value
$8.51M
James Hardie Industries plc
JHX
Shares Held
60K
Value
$1.15M
Ford Motor Company
F
Shares Held
58K
Value
$699.09K
UiPath Inc.
PATH
Shares Held
58K
Value
$779.49K
Paramount Group, Inc.
PGRE
Shares Held
58K
Value
$379.79K
First Solar, Inc.
FSLR
Shares Held
58K
Value
$12.72M
Kearny Financial Corp.
KRNY
Shares Held
55K
Value
$362.84K
MP Materials Corp.
MP
Shares Held
55K
Value
$3.68M
Antero Resources Corporation
AR
Shares Held
54K
Value
$1.83M
Mattel, Inc.
MAT
Shares Held
54K
Value
$909.04K
Eastman Chemical Company
EMN
Shares Held
54K
Value
$3.39M
LendingClub Corporation
LC
Shares Held
54K
Value
$814.47K
Axalta Coating Systems Ltd.
AXTA
Shares Held
53K
Value
$1.51M
Vertiv Holdings Co
VRT
Shares Held
52K
Value
$7.88M
American Eagle Outfitters, Inc.
AEO
Shares Held
51K
Value
$868.40K
Orion Engineered Carbons S.A.
OEC
Shares Held
50K
Value
$382.47K
LyondellBasell Industries N.V.
LYB
Shares Held
49K
Value
$2.39M
Tower Semiconductor Ltd.
TSEM
Shares Held
49K
Value
$3.51M
SoFi Technologies, Inc.
SOFI
Shares Held
49K
Value
$1.28M
Kenvue Inc.
KVUE
Shares Held
47K
Value
$770.68K