Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Redwood Trust, Inc. | RWT | 18.27K | $86.61K |
 Cipher Mining Inc. | CIFR | 18.24K | $446.83K |
 SharkNinja, Inc. | SN | 18.15K | $2.76M |
 Halliburton Company | HAL | 18.14K | $615.75K |
 Nebius Group N.V. | NBIS | 18.13K | $5.01M |
 Rithm Capital Corp. | RITM | 18.07K | $169.67K |
 MannKind Corporation | MNKD | 18.05K | $76.91K |
 Capital One Financial Corporation | COF | 18.05K | $3.62M |
 Ross Stores, Inc. | ROST | 17.72K | $3.77M |
 Copart, Inc. | CPRT | 17.71K | $499.27K |
 Lazard Inc | LAZ | 17.63K | $739.57K |
 Planet Labs PBC | PL | 17.57K | $581.96K |
 Schneider National, Inc. | SNDR | 17.48K | $638.62K |
 TechnipFMC plc | FTI | 17.48K | $1.16M |
 Toast, Inc. | TOST | 17.32K | $481.79K |
 Duke Energy Corporation | DUK | 17.23K | $2.18M |
 Cleveland-Cliffs Inc. | CLF | 17.2K | $161.49K |
 Myriad Genetics, Inc. | MYGN | 17.13K | $97.81K |
 Weatherford International plc | WFRD | 17.12K | $1.4M |
 Robert Half Inc. | RHI | 16.99K | $521.5K |