Polymer Capital Management (Us) LLC Incresed Positions in Q2 2025

Polymer Capital Management (Us) LLC

  • $846 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
4.25K
+ 184.62%
$92.87 - $125.73 $395K - $534K
6.55K $781M
DD
Du Pont De Nemours, Inc.

Basic Materials
9.22K
+ 38.48%
$55.13 - $75.25 $508K - $694K
33.2K $2.28B
RL
Ralph Lauren Corp

Consumer Cyclical
1.38K
+ 76.38%
$182.34 - $286.22 $252K - $396K
3.2K $877M
RBLX
Roblox Corp

Communication Services
1.25K
+ 17.85%
$51.22 - $105.59 $64K - $132K
8.25K $868M
Linde PLC
805
+ 16.1%
N/A
5.81K $2.72B
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
8.64K
+ 14.16%
$10.22 - $14.9 $88.3K - $129K
69.6K $1.04B
M
Macy'S, Inc.

Consumer Cyclical
35.1K
+ 52.68%
$10.02 - $13.19 $352K - $463K
102K $1.19B
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.53K
+ 50.98%
$90.58 - $109.05 $229K - $276K
7.49K $817M
Paysafe Limited
34.4K
+ 103.99%
N/A
67.5K $852M
MGM
Mgm Resorts International

Consumer Cyclical
6.68K
+ 35.45%
$25.79 - $34.95 $172K - $234K
25.5K $878M
TTC
Toro CO

Industrials
4.24K
+ 67.64%
$63.51 - $77.8 $269K - $330K
10.5K $743M
ARVN
Arvinas, Inc.

Healthcare
37.8K
+ 224.29%
$6.07 - $9.62 $229K - $363K
54.6K $402M
TDY
Teledyne Technologies Inc

Technology
535
+ 80.94%
$435.54 - $512.31 $233K - $274K
1.2K $613M
UHS
Universal Health Services Inc

Healthcare
1.65K
+ 60.99%
$157.05 - $197.94 $258K - $326K
4.34K $787M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
19.2K
+ 135.81%
$5.99 - $11.1 $115K - $213K
33.3K $365M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
592
+ 21.24%
$201.28 - $266.34 $119K - $158K
3.38K $900M
NVR
Nvr Inc

Consumer Cyclical
35
+ 100.0%
$6700.0 - $7410.93 $235K - $259K
70 $517M
GDOT
Green Dot Corp

Financial Services
19.5K
+ 97.16%
$6.7 - $10.94 $130K - $213K
39.5K $425M
OVV
Ovintiv Inc.

Energy
8.37K
+ 59.81%
$31.18 - $44.14 $261K - $369K
22.4K $851M
KROS
Keros Therapeutics, Inc.

Healthcare
15.6K
+ 135.52%
$9.55 - $15.11 $149K - $236K
27.2K $363M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.13K
+ 22.96%
$144.63 - $179.53 $163K - $202K
6.04K $994M
SHW
Sherwin Williams CO

Basic Materials
800
+ 14.61%
$313.51 - $363.51 $251K - $291K
6.28K $2.15B
TDG
Trans Digm Group Inc

Industrials
52
+ 4.63%
$1231.75 - $1520.64 $64.1K - $79.1K
1.18K $1.79B
HST
Host Hotels & Resorts, Inc.

Real Estate
13.3K
+ 114.41%
$12.7 - $16.07 $169K - $214K
24.9K $383M
VVV
Valvoline Inc

Energy
4.11K
+ 24.19%
$31.48 - $38.2 $129K - $157K
21.1K $800M
ALK
Alaska Air Group, Inc.

Industrials
4.06K
+ 39.05%
$41.01 - $54.88 $166K - $223K
14.4K $715M
MAS
Masco Corp

Industrials
4.07K
+ 29.05%
$58.73 - $71.06 $239K - $289K
18.1K $1.16B
FOX
Fox Corp Cl B (De)

Communication Services
3.74K
+ 98.11%
$43.81 - $53.0 $164K - $198K
7.54K $389M
HPQ
Hp Inc

Technology
8.87K
+ 97.11%
$21.88 - $29.32 $194K - $260K
18K $440M
Npk International Inc
9.87K
+ 25.84%
N/A
48.1K $409M
QS
Quantum Scape Corp

Consumer Cyclical
16.3K
+ 58.06%
$3.47 - $7.65 $56.6K - $125K
44.4K $299M
ALL
Allstate Corp

Financial Services
896
+ 39.23%
$180.53 - $212.64 $162K - $191K
3.18K $640M
NI
Nisource Inc.

Utilities
3K
+ 1.67%
$37.11 - $40.64 $111K - $122K
183K $7.38B
CVGW
Calavo Growers Inc

Consumer Defensive
5.28K
+ 57.64%
$22.74 - $28.18 $120K - $149K
14.4K $384M
HIW
Highwoods Properties, Inc.

Real Estate
4.78K
+ 50.98%
$25.31 - $31.85 $121K - $152K
14.2K $440M
DXPE
Dxp Enterprises Inc

Industrials
1.62K
+ 47.74%
$71.8 - $92.02 $117K - $149K
5.03K $441M
EIX
Edison International

Utilities
4.24K
+ 51.92%
$48.32 - $59.92 $205K - $254K
12.4K $641M
MSCI
Msci Inc.

Financial Services
264
+ 48.18%
$506.56 - $576.74 $134K - $152K
812 $468M
HL
Hecla Mining CO

Basic Materials
20.9K
+ 43.75%
$4.54 - $6.45 $95K - $135K
68.7K $412M
GERN
Geron Corp

Healthcare
97.7K
+ 714.23%
$1.18 - $1.62 $115K - $158K
111K $157M
FLYW
Flywire Corp

Technology
8.87K
+ 79.86%
$8.42 - $11.81 $74.7K - $105K
20K $234M
OFIX
Orthofix Medical Inc.

Healthcare
18.4K
+ 117.18%
$10.35 - $16.3 $190K - $300K
34.1K $380M
HONE
Harbor One Bancorp, Inc.

Financial Services
7.23K
+ 25.51%
$9.06 - $11.79 $65.5K - $85.3K
35.6K $416M
SCHL
Scholastic Corp

Communication Services
4.27K
+ 28.48%
$15.84 - $21.87 $67.7K - $93.5K
19.3K $405M
RUN
Sunrun Inc.

Technology
4.08K
+ 11.34%
$5.67 - $12.85 $23.1K - $52.4K
40K $327M
JOE
St Joe CO

Real Estate
2.31K
+ 36.59%
$40.82 - $49.27 $94.1K - $114K
8.6K $410M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
3.9K
+ 33.33%
$25.21 - $34.03 $98.3K - $133K
15.6K $467M
SRCE
1 St Source Corp

Financial Services
1.48K
+ 28.56%
$53.28 - $62.88 $79K - $93.3K
6.68K $414M
GRMN
Garmin LTD

Technology
505
+ 41.39%
$173.63 - $218.07 $87.7K - $110K
1.73K $360M
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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