POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRBG | 26K | $840.86K |
 | ASLE | 26K | $212.91K |
 | BRKR | 25K | $822.65K |
 | ALK | 25K | $1.26M |
 | VVV | 25K | $903.82K |
 | MOS | 25K | $855.59K |
 | MCS | 24K | $378.74K |
 | CSTM | 24K | $363.31K |
 | HUT | 24K | $847.97K |
 | GDOT | 24K | $326.35K |
 | MGM | 24K | $841.20K |
 | CRI | 24K | $680.64K |
 | ERII | 24K | $370.97K |
 | CMCO | 24K | $342.11K |
 | HCSG | 24K | $396.65K |
 | BK | 23K | $2.55M |
 | ALIT | 23K | $76.11K |
 | BA | 23K | $4.99M |
 | LEN | 23K | $2.89M |
 | NNN | 23K | $968.64K |
Corebridge Financial, Inc.
CRBG
Shares Held
26K
Value
$840.86K
AerSale Corporation
ASLE
Shares Held
26K
Value
$212.91K
Bruker Corporation
BRKR
Shares Held
25K
Value
$822.65K
Alaska Air Group, Inc.
ALK
Shares Held
25K
Value
$1.26M
Valvoline Inc.
VVV
Shares Held
25K
Value
$903.82K
The Mosaic Company
MOS
Shares Held
25K
Value
$855.59K
The Marcus Corporation
MCS
Shares Held
24K
Value
$378.74K
Constellium SE
CSTM
Shares Held
24K
Value
$363.31K
Hut 8 Corp.
HUT
Shares Held
24K
Value
$847.97K
Green Dot Corporation
GDOT
Shares Held
24K
Value
$326.35K
MGM Resorts International
MGM
Shares Held
24K
Value
$841.20K
Carter's, Inc.
CRI
Shares Held
24K
Value
$680.64K
Energy Recovery, Inc.
ERII
Shares Held
24K
Value
$370.97K
Columbus McKinnon Corporation
CMCO
Shares Held
24K
Value
$342.11K
Healthcare Services Group, Inc.
HCSG
Shares Held
24K
Value
$396.65K
The Bank of New York Mellon Corporation
BK
Shares Held
23K
Value
$2.55M
Alight, Inc.
ALIT
Shares Held
23K
Value
$76.11K
The Boeing Company
BA
Shares Held
23K
Value
$4.99M
Lennar Corporation
LEN
Shares Held
23K
Value
$2.89M
NNN REIT, Inc.
NNN
Shares Held
23K
Value
$968.64K