Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 72 | $490.56K |
 AutoZone, Inc. | AZO | 113 | $361.14K |
 Markel Corporation | MKL | 157 | $306.62K |
 Eli Lilly and Company | LLY | 246 | $295.06K |
 Comfort Systems USA, Inc. | FIX | 254 | $503.42K |
 Costco Wholesale Corporation | COST | 299 | $279.71K |
 Curtiss-Wright Corporation | CW | 313 | $237.18K |
 Caterpillar Inc. | CAT | 357 | $380.17K |
 Hubbell Incorporated | HUBB | 407 | $212.94K |
 Applied Materials, Inc. | AMAT | 410 | $296.43K |
 BlackRock, Inc. | BLK | 459 | $441.36K |
 Parker-Hannifin Corporation | PH | 459 | $448.96K |
 Equinix, Inc. | EQIX | 460 | $479.5K |
 Western Digital Corporation | WDC | 473 | $302.12K |
 Preformed Line Products Company | PLPC | 509 | $208.97K |
 Ralph Lauren Corporation | RL | 515 | $206.73K |
 Mettler-Toledo International Inc. | MTD | 549 | $701.35K |
 McKesson Corporation | MCK | 581 | $439K |
 UnitedHealth Group Incorporated | UNH | 585 | $243.14K |
 Mastercard Incorporated | MA | 622 | $319.46K |