POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVR | 359 | $2.88M |
 | KLAC | 349 | $376.43K |
 | MTD | 226 | $277.44K |
 | TDG | 200 | $263.60K |
 | FCNCA | 199 | $356.04K |
 | FICO | 174 | $260.40K |
 | AZO | 173 | $742.21K |
 | BKNG | 151 | $815.29K |
 | CEG | 79 | $26.00K |
NVR, Inc.
NVR
Shares Held
359
Value
$2.88M
KLA Corporation
KLAC
Shares Held
349
Value
$376.43K
Mettler-Toledo International Inc.
MTD
Shares Held
226
Value
$277.44K
TransDigm Group Incorporated
TDG
Shares Held
200
Value
$263.60K
First Citizens BancShares, Inc.
FCNCA
Shares Held
199
Value
$356.04K
Fair Isaac Corporation
FICO
Shares Held
174
Value
$260.40K
AutoZone, Inc.
AZO
Shares Held
173
Value
$742.21K
Booking Holdings Inc.
BKNG
Shares Held
151
Value
$815.29K
Constellation Energy Corporation
CEG
Shares Held
79
Value
$26.00K
...