Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nucor Corporation | NUE | 5.95K | $1.32M |
 Hasbro, Inc. | HAS | 5.95K | $491.16K |
 KKR & Co. Inc. | KKR | 6.07K | $556.83K |
 Wayfair Inc. | W | 6.15K | $568.57K |
 Interactive Brokers Group, Inc. | IBKR | 6.16K | $535.99K |
 MP Materials Corp. | MP | 6.18K | $345.97K |
 The Allstate Corporation | ALL | 6.24K | $1.48M |
 Expand Energy Corporation | EXE | 6.24K | $569.3K |
 Centene Corp. | CNC | 6.29K | $403.88K |
 Insight Enterprises, Inc. | NSIT | 6.38K | $777.69K |
 PriceSmart, Inc. | PSMT | 6.39K | $1.25M |
 Pinnacle West Capital Corporation | PNW | 6.46K | $691.65K |
 Solstice Advanced Materials Inc. | SOLS | 6.53K | $578.12K |
 Bristol-Myers Squibb Company | BMY | 6.58K | $379.43K |
 Ball Corporation | BALL | 6.61K | $412.59K |
 Liquidia Corporation | LQDA | 6.63K | $528.77K |
 APA Corporation | APA | 6.72K | $219K |
 Apollo Global Management, Inc. | APO | 6.8K | $804.86K |
 Airbnb, Inc. | ABNB | 6.86K | $981.38K |
 Zimmer Biomet Holdings, Inc. | ZBH | 6.87K | $591.18K |