Polymer Capital Management (Us) LLC New Holdings in Q2 2025

Polymer Capital Management (Us) LLC

  • $846 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.6K
New
$273.71 - $316.29 $438K - $506K
1.6K $488M
ITW
Illinois Tool Works Inc

Industrials
1.97K
New
$218.41 - $252.43 $429K - $496K
1.97K $486M
BRBR
Bellring Brands, Inc.

Consumer Defensive
8.28K
New
$57.26 - $78.92 $474K - $654K
8.28K $480M
NRG
Nrg Energy, Inc.

Utilities
2.95K
New
$83.61 - $162.67 $246K - $479K
2.95K $473M
VOYA
Voya Financial, Inc.

Financial Services
6.58K
New
$54.27 - $71.0 $357K - $467K
6.58K $467M
BBY
Best Buy CO Inc

Consumer Cyclical
6.92K
New
$56.17 - $75.73 $389K - $524K
6.92K $465M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
15.5K
New
$21.78 - $29.47 $338K - $457K
15.5K $457M
ADSK
Autodesk, Inc.

Technology
1.47K
New
N/A
1.47K $455M
BPMC
Blueprint Medicines Corp

Healthcare
3.54K
New
$79.22 - $128.4 $281K - $455K
3.54K $454M
ORI
Old Republic International Corp

Financial Services
11.8K
New
$35.25 - $39.79 $416K - $469K
11.8K $453M
SNV
Synovus Financial Corp

Financial Services
8.67K
New
$38.27 - $51.75 $332K - $449K
8.67K $449M
LNN
Lindsay Corp

Industrials
3.09K
New
$116.32 - $144.25 $360K - $446K
3.09K $446M
REXR
Rexford Industrial Realty, Inc.

Real Estate
12.5K
New
$31.57 - $39.41 $394K - $492K
12.5K $444M
OGS
One Gas, Inc.

Utilities
6.14K
New
$71.59 - $81.38 $440K - $500K
6.14K $441M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
8.01K
New
$54.08 - $68.32 $433K - $548K
8.01K $441M
CHX
Champion X Corp

Energy
17.6K
New
$22.52 - $30.02 $396K - $528K
17.6K $437M
SCHW
Schwab Charles Corp

Financial Services
4.79K
New
$69.06 - $91.24 $331K - $437K
4.79K $437M
Easterly Govt Pptys Inc
19.5K
New
N/A
19.5K $433M
FIX
Comfort Systems Usa Inc

Industrials
795
New
$296.51 - $536.21 $236K - $426K
795 $426M
CMCO
Columbus Mckinnon Corp

Industrials
27.8K
New
$12.68 - $18.23 $352K - $507K
27.8K $424M
PLPC
Preformed Line Products CO

Industrials
2.65K
New
$130.74 - $159.93 $346K - $424K
2.65K $423M
USNA
Usana Health Sciences Inc

Consumer Defensive
13.9K
New
$23.43 - $31.13 $325K - $431K
13.9K $423M
ABC
Amerisourcebergen Corp

Healthcare
1.41K
New
N/A
1.41K $422M
TXT
Textron Inc

Industrials
5.25K
New
$60.72 - $80.34 $319K - $421K
5.25K $421M
FBP
First Bancorp

Financial Services
20.1K
New
$16.84 - $21.1 $338K - $423K
20.1K $418M
New York Mtg Tr Inc
60.7K
New
N/A
60.7K $406M
KR
Kroger CO

Consumer Defensive
5.66K
New
$64.62 - $74.0 $366K - $419K
5.66K $406M
BRKL
Brookline Bancorp Inc

Financial Services
38.3K
New
$9.53 - $11.11 $365K - $426K
38.3K $405M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
45.9K
New
$8.6 - $10.66 $394K - $489K
45.9K $402M
AGO
Assured Guaranty LTD

Financial Services
4.62K
New
$76.56 - $90.18 $353K - $416K
4.62K $402M
ASTE
Astec Industries Inc

Industrials
9.63K
New
$30.65 - $42.44 $295K - $409K
9.63K $402M
WINA
Winmark Corp

Consumer Cyclical
1.06K
New
$318.43 - $450.34 $338K - $479K
1.06K $401M
TCBI
Texas Capital Bancshares Inc

Financial Services
5.03K
New
$61.24 - $79.4 $308K - $400K
5.03K $400M
CLMB
Climb Global Solutions Inc Com
3.68K
New
N/A
3.68K $393M
FICO
Fair Isaac Corp

Technology
214
New
$1503.62 - $2206.01 $322K - $472K
214 $391M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
834
New
$328.01 - $475.68 $274K - $397K
834 $390M
NEU
Newmarket Corp

Basic Materials
557
New
$519.95 - $690.86 $290K - $385K
557 $385M
SAGE
Sage Therapeutics, Inc.

Healthcare
42.2K
New
$6.38 - $9.3 $269K - $392K
42.2K $384M
NVEE
Nv5 Global, Inc.

Industrials
16.3K
New
$15.12 - $23.09 $246K - $375K
16.3K $375M
SENEA
Seneca Foods Corp

Consumer Defensive
3.68K
New
$82.54 - $101.43 $304K - $373K
3.68K $373M
HWM
Howmet Aerospace Inc.

Industrials
2.01K
New
$112.33 - $186.13 $225K - $373K
2.01K $373M
KMPR
Kemper Corp

Financial Services
5.73K
New
$55.12 - $67.26 $316K - $385K
5.73K $370M
NTNX
Nutanix, Inc.

Technology
4.75K
New
$58.17 - $83.07 $276K - $395K
4.75K $363M
REVG
Rev Group, Inc.

Industrials
7.61K
New
$28.82 - $47.59 $219K - $362K
7.61K $362M
ISRG
Intuitive Surgical Inc

Healthcare
664
New
$451.58 - $565.94 $300K - $376K
664 $361M
CWEN
Clearway Energy, Inc.

Utilities
11.3K
New
$26.74 - $32.22 $301K - $363K
11.3K $360M
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
12.1K
New
N/A
12.1K $359M
BFH
Bread Financial Holdings, Inc.

Financial Services
6.18K
New
$41.88 - $57.12 $259K - $353K
6.18K $353M
CSR
Centerspace

Real Estate
5.81K
New
$56.21 - $65.22 $327K - $379K
5.81K $350M
Activity Summary
Buys All Purchases 414 New Holdings 276 Increased Positions 138 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 25 Puts 29
Track This Portfolio

Track Polymer Capital Management (Us) LLC Portfolio

Follow Polymer Capital Management (Us) LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Polymer Capital Management (Us) LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polymer Capital Management (Us) LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email