Stock Taper 
POLYMER CAPITAL MANAGEMENT (US) LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sable Offshore Corp. | SOC | 49.94K | $153.82K |
 Cousins Properties Incorporated | CUZ | 49.57K | $1.49M |
 Etsy, Inc. | ETSY | 48.51K | $3.65M |
 Associated Banc-Corp | ASB | 48.1K | $1.48M |
 Extreme Networks, Inc. | EXTR | 47.6K | $1.54M |
| ER EQUITY RESIDENTIAL | EQR | 47.2K | $3.21M |
 Outfront Media Inc. | OUT | 46.2K | $1.51M |
 Planet Fitness, Inc. | PLNT | 45.72K | $2.38M |
 Constellium SE | CSTM | 45.31K | $1.44M |
 Harmonic Inc. | HLIT | 45.05K | $735.73K |
 CarMax, Inc. | KMX | 45.02K | $2.38M |
 CenterPoint Energy, Inc. | CNP | 45K | $1.98M |
 Coty Inc. | COTY | 43.79K | $94.58K |
 Ralliant Corp | RAL | 42.95K | $3.16M |
 Alphabet Inc. | GOOGL | 42.57K | $15.21M |
 CubeSmart | CUBE | 42.4K | $1.69M |
 INNIO N.V. Ordinary Shares | INIO | 40K | $1.58M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 40K | $3.98M |
 Jefferies Financial Group Inc. | JEF | 39.94K | $2M |
 NMI Holdings, Inc. | NMIH | 39.8K | $1.64M |