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

Polymer Capital Management (Us) LLC

  • $846 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Sandisk Corp
-82.2K
- 59.62%
N/A
55.7K $2.53B
Nextracker Inc
-37K
- 81.28%
N/A
8.53K $464M
ALGM
Allegro Microsystems, Inc.

Technology
-72.5K
- 59.04%
$16.53 - $34.19 $1.2M - $2.48M
50.3K $1.72B
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-36.6K
- 53.98%
$28.49 - $33.82 $1.04M - $1.24M
31.2K $927M
IP
International Paper CO

Consumer Cyclical
-18.9K
- 43.75%
$43.89 - $54.46 $830K - $1.03M
24.3K $1.14B
PVH
Pvh Corp.

Consumer Cyclical
-12.8K
- 74.27%
$60.5 - $87.28 $774K - $1.12M
4.43K $304M
LYFT
Lyft, Inc.

Technology
-65.2K
- 85.87%
$9.97 - $17.21 $650K - $1.12M
10.7K $169M
XEL
Xcel Energy Inc

Utilities
-5.12K
- 4.87%
$65.65 - $72.39 $336K - $370K
100K $6.81B
ADP
Automatic Data Processing Inc

Industrials
-1.78K
- 64.91%
$276.76 - $326.81 $493K - $582K
963 $297M
CSX
Csx Corp

Industrials
-16.4K
- 69.91%
$26.69 - $32.91 $436K - $538K
7.04K $230M
INCY
Incyte Corp

Healthcare
-7.25K
- 70.96%
$55.17 - $71.22 $400K - $517K
2.97K $202M
COLM
Columbia Sportswear CO

Consumer Cyclical
-4.54K
- 54.99%
$59.62 - $77.36 $270K - $351K
3.71K $227M
F&G Annuities & Life Inc
-1.1K
- 1.47%
N/A
73.9K $2.36B
AVNS
Avanos Medical, Inc.

Healthcare
-19.4K
- 64.03%
$12.03 - $14.52 $233K - $281K
10.9K $133M
PWR
Quanta Services, Inc.

Industrials
-2.69K
- 44.83%
$239.47 - $381.26 $644K - $1.03M
3.31K $1.25B
SYF
Synchrony Financial

Financial Services
-6.24K
- 57.98%
$43.81 - $66.74 $274K - $417K
4.52K $302M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-7.4K
- 41.5%
$32.56 - $35.71 $241K - $264K
10.4K $345M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-11.2K
- 22.0%
$19.94 - $22.91 $223K - $256K
39.6K $851M
GD
General Dynamics Corp

Industrials
-982
- 56.83%
$247.68 - $291.66 $243K - $286K
746 $218M
PRAA
Pra Group Inc

Financial Services
-8.2K
- 38.48%
$13.28 - $21.96 $109K - $180K
13.1K $193M
BHF
Brighthouse Financial, Inc.

Financial Services
-3.71K
- 39.92%
$47.29 - $61.15 $176K - $227K
5.59K $301M
STT
State Street Corp

Financial Services
-3.07K
- 55.57%
$75.33 - $106.34 $231K - $326K
2.45K $261M
SEB
Seaboard Corp

Industrials
-85
- 52.15%
$2459.69 - $2911.09 $209K - $247K
78 $223M
RDN
Radian Group Inc

Financial Services
-7.11K
- 51.62%
$30.48 - $36.53 $217K - $260K
6.67K $240M
LZ
Legalzoom.Com, Inc.

Industrials
-23.6K
- 63.13%
$6.61 - $9.71 $156K - $229K
13.8K $123M
NEM
Newmont Corp

Basic Materials
-5.23K
- 49.06%
$44.18 - $59.46 $231K - $311K
5.43K $316M
CVLT
Commvault Systems Inc

Technology
-1.34K
- 51.34%
$139.35 - $190.99 $187K - $256K
1.27K $222M
TNL
Travel & Leisure Co.

Consumer Cyclical
-4.57K
- 51.5%
$38.78 - $51.89 $177K - $237K
4.31K $222M
RBBN
Ribbon Communications Inc.

Communication Services
-42.2K
- 70.76%
$3.05 - $4.05 $129K - $171K
17.4K $69.8M
MYE
Myers Industries Inc

Consumer Cyclical
-17K
- 46.43%
$9.13 - $14.87 $155K - $253K
19.6K $284M
NFG
National Fuel Gas CO

Energy
-2.08K
- 36.77%
$73.0 - $86.01 $152K - $179K
3.57K $303M
CW
Curtiss Wright Corp

Industrials
-744
- 57.19%
$283.18 - $488.55 $211K - $363K
557 $272M
CFG
Citizens Financial Group Inc

Financial Services
-4.08K
- 36.18%
$34.27 - $44.75 $140K - $183K
7.2K $322M
MET
Metlife Inc

Financial Services
-1.71K
- 40.0%
$68.42 - $82.49 $117K - $141K
2.57K $206M
ZBRA
Zebra Technologies Corp

Technology
-579
- 35.78%
$213.54 - $309.26 $124K - $179K
1.04K $320M
NRZ
New Residential Investment Corp.

Real Estate
-11.2K
- 22.4%
N/A
38.9K $440M
RRC
Range Resources Corp

Energy
-3.38K
- 36.29%
$32.1 - $43.23 $108K - $146K
5.94K $241M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-2.2K
- 30.42%
$53.93 - $61.5 $118K - $135K
5.03K $309M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-7.69K
- 42.07%
$10.67 - $15.71 $82.1K - $121K
10.6K $138M
CTO
Cto Realty Growth, Inc.

Real Estate
-3.22K
- 12.51%
$16.86 - $19.44 $54.2K - $62.5K
22.5K $388M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-14K
- 23.11%
N/A
46.5K $339M
FFIC
Flushing Financial Corp

Financial Services
-6.49K
- 20.02%
$10.9 - $13.17 $70.7K - $85.4K
25.9K $308M
YUM
Yum Brands Inc

Consumer Cyclical
-445
- 11.68%
$138.36 - $161.45 $61.6K - $71.8K
3.36K $498M
ASAN
Asana, Inc.

Technology
-5.62K
- 31.15%
$12.93 - $19.0 $72.7K - $107K
12.4K $168M
TJX
Tjx Companies Inc

Consumer Cyclical
-814
- 15.46%
$119.13 - $135.03 $97K - $110K
4.45K $550M
JXN
Jackson Financial Inc.

Financial Services
-1.27K
- 23.44%
$70.35 - $89.5 $89.1K - $113K
4.14K $368M
ADT
Adt Inc.

Industrials
-11K
- 22.82%
$7.54 - $8.6 $83.1K - $94.8K
37.3K $316M
PSTG
Pure Storage, Inc.

Technology
-3.14K
- 39.91%
$37.18 - $57.58 $117K - $181K
4.73K $272M
AMG
Affiliated Managers Group, Inc.

Financial Services
-804
- 27.32%
$143.35 - $197.67 $115K - $159K
2.14K $421M
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
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