Stock Taper

POLYMER CAPITAL MANAGEMENT (US) LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Robert Half Inc.RHI16.99K$521.5K
Weatherford International plcWFRD17.12K$1.4M
Myriad Genetics, Inc.MYGN17.13K$97.81K
Cleveland-Cliffs Inc.CLF17.2K$161.49K
Duke Energy CorporationDUK17.23K$2.18M
Toast, Inc.TOST17.32K$481.79K
TechnipFMC plcFTI17.48K$1.16M
Schneider National, Inc.SNDR17.48K$638.62K
Planet Labs PBCPL17.57K$581.96K
Lazard IncLAZ17.63K$739.57K
Copart, Inc.CPRT17.71K$499.27K
Ross Stores, Inc.ROST17.72K$3.77M
Capital One Financial CorporationCOF18.05K$3.62M
MannKind CorporationMNKD18.05K$76.91K
Rithm Capital Corp.RITM18.07K$169.67K
Nebius Group N.V.NBIS18.13K$5.01M
Halliburton CompanyHAL18.14K$615.75K
SharkNinja, Inc.SN18.15K$2.76M
Cipher Mining Inc.CIFR18.24K$446.83K
Redwood Trust, Inc.RWT18.27K$86.61K