Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PBF Energy Inc. | PBF | 5.87K | $266.98K |
 The Clorox Company | CLX | 5.84K | $557.85K |
 Leidos Holdings, Inc. | LDOS | 5.83K | $599.8K |
 Sysco Corporation | SYY | 5.74K | $479.75K |
 Benchmark Electronics, Inc. | BHE | 5.61K | $553.44K |
 Vail Resorts, Inc. | MTN | 5.6K | $762.58K |
 CF Industries Holdings, Inc. | CF | 5.45K | $590.34K |
 S&P Global Inc. | SPGI | 5.43K | $2.21M |
 Medtronic plc | MDT | 5.37K | $420.1K |
 TransUnion | TRU | 5.36K | $386.67K |
 Salesforce, Inc. | CRM | 5.3K | $829.67K |
 Regency Centers Corporation | REG | 5.28K | $420.95K |
 Digi International Inc. | DGII | 5.24K | $392.44K |
 NRG Energy, Inc. | NRG | 5.2K | $759.66K |
 Exponent, Inc. | EXPO | 5.19K | $304.73K |
 Starbucks Corporation | SBUX | 5.17K | $528.02K |
 US Foods Holding Corp. | USFD | 5.11K | $522.91K |
 American Healthcare REIT, Inc. | AHR | 5.03K | $262.21K |
 RenaissanceRe Holdings Ltd. | RNR | 5.01K | $1.59M |
 Tradeweb Markets Inc. | TW | 5.01K | $499.1K |