POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FLY | 23K | $659.70K |
 | BRBR | 22K | $813.99K |
 | BLZE | 22K | $207.44K |
 | CTO | 22K | $363.25K |
 | OVV | 22K | $892.08K |
 | DKNG | 22K | $825.19K |
 | PFE | 22K | $560.20K |
 | T | 22K | $617.10K |
 | BMRN | 22K | $1.18M |
 | RLAY | 22K | $113.24K |
 | PYPL | 22K | $1.45M |
 | OXM | 22K | $872.83K |
 | HBNC | 22K | $344.54K |
 | CHCT | 21K | $327.57K |
 | ACI | 21K | $374.26K |
 | BGC | 21K | $201.63K |
 | NUS | 21K | $258.05K |
 | HST | 21K | $355.97K |
 | VICI | 21K | $678.22K |
 | PRME | 21K | $115.18K |
Firefly Aerospace Inc.
FLY
Shares Held
23K
Value
$659.70K
BellRing Brands, Inc.
BRBR
Shares Held
22K
Value
$813.99K
Backblaze, Inc.
BLZE
Shares Held
22K
Value
$207.44K
CTO Realty Growth, Inc.
CTO
Shares Held
22K
Value
$363.25K
Ovintiv Inc.
OVV
Shares Held
22K
Value
$892.08K
DraftKings Inc.
DKNG
Shares Held
22K
Value
$825.19K
Pfizer Inc.
PFE
Shares Held
22K
Value
$560.20K
AT&T Inc.
T
Shares Held
22K
Value
$617.10K
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
22K
Value
$1.18M
Relay Therapeutics, Inc.
RLAY
Shares Held
22K
Value
$113.24K
PayPal Holdings, Inc.
PYPL
Shares Held
22K
Value
$1.45M
Oxford Industries, Inc.
OXM
Shares Held
22K
Value
$872.83K
Horizon Bancorp, Inc.
HBNC
Shares Held
22K
Value
$344.54K
Community Healthcare Trust Incorporated
CHCT
Shares Held
21K
Value
$327.57K
Albertsons Companies, Inc.
ACI
Shares Held
21K
Value
$374.26K
BGC Group, Inc
BGC
Shares Held
21K
Value
$201.63K
Nu Skin Enterprises, Inc.
NUS
Shares Held
21K
Value
$258.05K
Host Hotels & Resorts, Inc.
HST
Shares Held
21K
Value
$355.97K
VICI Properties Inc.
VICI
Shares Held
21K
Value
$678.22K
Prime Medicine, Inc.
PRME
Shares Held
21K
Value
$115.18K