Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eastman Chemical Company | EMN | 14.58K | $976.84K |
 BankUnited, Inc. | BKU | 14.48K | $701.75K |
 CAVA Group, Inc. | CAVA | 14.35K | $1.13M |
 Westlake Corporation | WLK | 14.14K | $1.03M |
 The Simply Good Foods Company | SMPL | 14.1K | $187.22K |
 Primoris Services Corporation | PRIM | 14.03K | $1.39M |
 Altimmune, Inc. | ALT | 14K | $42.56K |
 Las Vegas Sands Corp. | LVS | 13.89K | $641.58K |
 Boston Scientific Corporation | BSX | 13.87K | $591.93K |
 Amalgamated Financial Corp. | AMAL | 13.84K | $635.03K |
 Marvell Technology, Inc. | MRVL | 13.79K | $4.11M |
 Realty Income Corporation | O | 13.67K | $847.24K |
 DoorDash, Inc. | DASH | 13.49K | $2.49M |
 Orchid Island Capital, Inc. | ORC | 13.48K | $93.93K |
 Sensata Technologies Holding plc | ST | 13.45K | $641.96K |
 Dorian LPG Ltd. | LPG | 13.29K | $462.09K |
 Vishay Intertechnology, Inc. | VSH | 13.28K | $714.14K |
 Rollins, Inc. | ROL | 13.17K | $549.59K |
 Prologis, Inc. | PLD | 12.93K | $1.75M |
 Empire State Realty Trust, Inc. | ESRT | 12.83K | $69.43K |