Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 FedEx Corporation | FDX | 1.58K | $495.37K |
 Marathon Petroleum Corporation | MPC | 1.58K | $404.73K |
 Constellation Brands, Inc. | STZ | 1.6K | $221.99K |
 General Dynamics Corporation | GD | 1.6K | $566.43K |
 Cencora, Inc. | COR | 1.66K | $470.88K |
 Illinois Tool Works Inc. | ITW | 1.67K | $451.95K |
 Air Products and Chemicals, Inc. | APD | 1.68K | $491.66K |
 Old Dominion Freight Line, Inc. | ODFL | 1.68K | $363.67K |
 Trane Technologies plc | TT | 1.72K | $844.79K |
 Valero Energy Corporation | VLO | 1.76K | $457.59K |
 XPO Logistics, Inc. | XPO | 1.76K | $361.52K |
 Take-Two Interactive Software, Inc. | TTWO | 1.78K | $443.96K |
 Johnson & Johnson | JNJ | 1.8K | $457.91K |
 Cloudflare, Inc. | NET | 1.8K | $442.73K |
 EOG Resources, Inc. | EOG | 1.81K | $234.81K |
 Ferguson plc | FERG | 1.83K | $434.08K |
 Ryder System, Inc. | R | 1.84K | $486.13K |
 Adobe Inc. | ADBE | 1.85K | $378.67K |
 Ducommun Incorporated | DCO | 1.86K | $344.86K |
 Flex Ltd. | FLEX | 1.92K | $310.85K |