Polymer Capital Management (Us) LLC Incresed Positions in Q1 2025

Polymer Capital Management (Us) LLC

  • $388 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
36.4K
+ 150.85%
N/A
60.5K $446M
TFX
Teleflex Inc

Healthcare
2.06K
+ 136.92%
$130.79 - $183.66 $270K - $379K
3.57K $493M
DCO
Ducommun Inc

Industrials
4.18K
+ 113.02%
$56.57 - $69.9 $236K - $292K
7.87K $457M
NFG
National Fuel Gas CO

Energy
1.9K
+ 50.56%
$60.71 - $79.19 $115K - $150K
5.65K $448M
ZBRA
Zebra Technologies Corp

Technology
1K
+ 162.66%
$271.72 - $421.11 $272K - $422K
1.62K $457M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
3.68K
+ 134.1%
$68.94 - $90.02 $253K - $331K
6.42K $455M
VMI
Valmont Industries Inc

Industrials
803
+ 105.94%
$285.37 - $376.98 $229K - $303K
1.56K $445M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
4.19K
+ 182.75%
$64.24 - $90.95 $269K - $381K
6.49K $417M
MYE
Myers Industries Inc

Consumer Cyclical
16K
+ 77.72%
$9.74 - $13.12 $156K - $210K
36.6K $437M
PRAA
Pra Group Inc

Financial Services
10.3K
+ 93.53%
$18.82 - $23.95 $194K - $247K
21.3K $439M
MCS
Marcus Corp

Communication Services
15.2K
+ 133.56%
$15.89 - $22.25 $241K - $338K
26.6K $443M
DX
Dynex Capital Inc

Real Estate
14.6K
+ 74.39%
$12.18 - $14.42 $178K - $210K
34.2K $445M
SMP
Standard Motor Products, Inc.

Consumer Cyclical
9.74K
+ 126.49%
$24.92 - $31.9 $243K - $311K
17.4K $435M
EME
Emcor Group, Inc.

Industrials
646
+ 127.42%
$361.16 - $535.99 $233K - $346K
1.15K $426M
ZION
Zions Bancorporation, National Association

Financial Services
4.25K
+ 100.73%
$47.0 - $59.03 $200K - $251K
8.47K $422M
PEAK
Healthpeak Properties, Inc.

Real Estate
9.55K
+ 81.48%
N/A
21.3K $430M
CTRE
Care Trust Reit, Inc.

Real Estate
6.05K
+ 72.25%
$24.93 - $29.13 $151K - $176K
14.4K $412M
CVLT
Commvault Systems Inc

Technology
1.11K
+ 73.8%
$146.82 - $187.9 $163K - $209K
2.61K $412M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
124
+ 62.63%
$1227.6 - $1458.46 $152K - $181K
322 $435M
VVV
Valvoline Inc

Energy
5.74K
+ 51.0%
$34.44 - $40.19 $198K - $231K
17K $592M
QCOM
Qualcomm Inc

Technology
1.19K
+ 76.48%
$151.94 - $175.86 $180K - $209K
2.74K $421M
LZ
Legalzoom.Com, Inc.

Industrials
18.6K
+ 99.16%
$7.52 - $10.26 $140K - $191K
37.4K $322M
AXP
American Express CO

Financial Services
812
+ 60.01%
$255.39 - $325.87 $207K - $265K
2.17K $582M
CHCT
Community Healthcare Trust Inc

Real Estate
10.7K
+ 76.74%
$17.91 - $20.4 $191K - $217K
24.5K $445M
VIR
Vir Biotechnology, Inc.

Healthcare
29.4K
+ 212.85%
$6.48 - $12.48 $190K - $366K
43.1K $280M
RBBN
Ribbon Communications Inc.

Communication Services
46.3K
+ 347.91%
$3.78 - $5.14 $175K - $238K
59.6K $234M
GPS
Gap Inc

Consumer Cyclical
10.2K
+ 89.63%
N/A
21.6K $446M
PKG
Packaging Corp Of America

Consumer Cyclical
1.04K
+ 96.01%
$192.03 - $242.13 $199K - $251K
2.11K $418M
MOFG
Mid West One Financial Group, Inc.

Financial Services
5.77K
+ 75.68%
$27.63 - $32.79 $159K - $189K
13.4K $397M
AMBA
Ambarella Inc

Technology
4.95K
+ 147.7%
$48.94 - $82.94 $242K - $410K
8.3K $418M
AIR
Aar Corp

Industrials
3.42K
+ 91.04%
$55.99 - $72.21 $192K - $247K
7.18K $402M
CODI
Compass Diversified Holdings

Industrials
11.6K
+ 111.03%
$18.67 - $22.9 $216K - $265K
22K $411M
NFBK
Northfield Bancorp, Inc.

Financial Services
16.5K
+ 92.09%
$10.87 - $12.25 $179K - $202K
34.3K $374M
CTBI
Community Trust Bancorp Inc

Financial Services
3.38K
+ 78.87%
$49.72 - $56.88 $168K - $192K
7.65K $385M
RAMP
Live Ramp Holdings, Inc.

Technology
7.17K
+ 104.67%
$25.18 - $35.61 $181K - $255K
14K $367M
HL
Hecla Mining CO

Basic Materials
24.9K
+ 108.82%
$5.07 - $6.37 $126K - $159K
47.8K $266M
KRNY
Kearny Financial Corp.

Financial Services
28.5K
+ 90.02%
$6.18 - $7.55 $176K - $215K
60.2K $377M
BPOP
Popular, Inc.

Financial Services
1.69K
+ 64.35%
$87.14 - $106.33 $147K - $179K
4.31K $398M
ALLE
Allegion PLC

Industrials
1.15K
+ 70.53%
$123.79 - $135.5 $142K - $156K
2.78K $363M
MCK
Mckesson Corp

Healthcare
129
+ 21.61%
$566.21 - $672.99 $73K - $86.8K
726 $489M
CLDT
Chatham Lodging Trust

Real Estate
27K
+ 106.67%
$7.13 - $8.89 $193K - $240K
52.4K $374M
TGT
Target Corp

Consumer Defensive
1.85K
+ 120.32%
$103.65 - $142.5 $192K - $264K
3.39K $354M
Paysafe Limited
10.8K
+ 48.66%
N/A
33.1K $519M
MGTX
Meira G Tx Holdings PLC

Healthcare
18.5K
+ 128.02%
$5.71 - $8.25 $106K - $153K
33K $224M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
78
+ 1.61%
$132.75 - $177.12 $10.4K - $13.8K
4.91K $749M
AGX
Argan Inc

Industrials
1.1K
+ 66.4%
$104.05 - $185.35 $114K - $204K
2.75K $361M
ADP
Automatic Data Processing Inc

Industrials
320
+ 13.2%
$286.85 - $318.64 $91.8K - $102K
2.74K $838M
ITB
Ishares Tr

ETFs
2K
+ 24.39%
$93.86 - $111.45 $188K - $223K
10.2K $971M
THG
Hanover Insurance Group, Inc.

Financial Services
489
+ 28.68%
$147.13 - $174.61 $71.9K - $85.4K
2.19K $382M
Activity Summary
Buys All Purchases 410 New Holdings 285 Increased Positions 125 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 6 Puts 12
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