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
GWW
W.W. Grainger, Inc.

Industrials
73
+ 21.22%
$919.93 - $1101.66 $67.2K - $80.4K
417 $434M
FDX
Fedex Corp

Industrials
474
+ 55.24%
$198.07 - $245.17 $93.9K - $116K
1.33K $303M
AZO
Autozone Inc

Consumer Cyclical
26
+ 28.57%
$3478.38 - $3880.15 $90.4K - $101K
117 $434M
Kiniksa Pharmaceuticals Intl
1.34K
+ 14.7%
N/A
10.5K $290M
ALEX
Alexander & Baldwin, Inc.

Real Estate
4.34K
+ 35.46%
$16.0 - $18.38 $69.5K - $79.8K
16.6K $296M
HIG
Hartford Financial Services Group, Inc.

Financial Services
561
+ 12.94%
$109.83 - $131.67 $61.6K - $73.9K
4.9K $621M
OEC
Orion Engineered Carbons S.A.

Basic Materials
13.8K
+ 54.03%
$10.03 - $12.65 $138K - $174K
39.3K $412M
AMRC
Ameresco, Inc.

Industrials
2.92K
+ 23.95%
$8.66 - $16.53 $25.3K - $48.3K
15.1K $230M
ALB
Albemarle Corp

Basic Materials
1.31K
+ 1224.3%
$50.76 - $72.25 $66.5K - $94.6K
1.42K $88.8M
AES
Aes Corp

Utilities
12K
+ 38.16%
$9.63 - $12.55 $115K - $150K
43.3K $456M
KBR
Kbr, Inc.

Industrials
1.54K
+ 24.83%
$46.2 - $56.12 $71K - $86.3K
7.73K $370M
NWL
Newell Brands Inc.

Consumer Defensive
14.8K
+ 51.34%
$4.48 - $6.27 $66.5K - $93.1K
43.8K $236M
JLL
Jones Lang Lasalle Inc

Real Estate
115
+ 4.87%
$204.57 - $256.96 $23.5K - $29.6K
2.48K $633M
PEAK
Healthpeak Properties, Inc.

Real Estate
5.91K
+ 27.79%
N/A
27.2K $476M
PRG
Prog Holdings, Inc.

Industrials
367
+ 2.95%
$24.02 - $30.31 $8.82K - $11.1K
12.8K $376M
FTI
Technip Fmc PLC

Energy
232
+ 2.18%
$23.18 - $35.33 $5.38K - $8.2K
10.9K $374M
HBNC
Horizon Bancorp Inc

Financial Services
1.86K
+ 7.08%
$12.92 - $15.88 $24K - $29.5K
28.1K $433M
PGR
Progressive Corp

Financial Services
300
+ 10.92%
$255.27 - $288.74 $76.6K - $86.6K
3.05K $813M
TMP
Tompkins Financial Corp

Financial Services
563
+ 8.79%
$55.65 - $65.06 $31.3K - $36.6K
6.97K $437M
REPX
Riley Exploration Permian, Inc.

Energy
2.21K
+ 22.83%
$22.78 - $30.0 $50.4K - $66.4K
11.9K $312M
CVLG
Covenant Logistics Group, Inc.

Industrials
224
+ 1.86%
$17.73 - $24.29 $3.97K - $5.44K
12.3K $296M
RSG
Republic Services, Inc.

Industrials
61
+ 3.16%
$227.2 - $258.07 $13.9K - $15.7K
1.99K $492M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
16.8K
+ 287.24%
$17.1 - $63.66 $287K - $1.07M
22.6K $387M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3.6K
+ 1118.63%
$105.72 - $1416.0 $381K - $5.1M
3.92K $438M
SLQT
Select Quote, Inc.

Financial Services
12.7K
+ 38.95%
$2.12 - $3.52 $27K - $44.8K
45.4K $108M
MYGN
Myriad Genetics Inc

Healthcare
7.79K
+ 59.9%
$3.84 - $8.84 $29.9K - $68.9K
20.8K $110M
GMRE
Global Medical Reit Inc.

Real Estate
12.1K
+ 22.87%
$6.16 - $8.72 $74.8K - $106K
65.2K $452M
HLX
Helix Energy Solutions Group Inc

Energy
3.64K
+ 15.97%
$5.98 - $8.5 $21.8K - $31K
26.4K $165M
CIVI
Civitas Resources, Inc.

Energy
674
+ 9.54%
$24.28 - $35.09 $16.4K - $23.7K
7.74K $213M
KELYA
Kelly Services Inc

Industrials
215
+ 0.62%
$11.05 - $13.28 $2.38K - $2.86K
35.1K $411M
TREE
Lending Tree, Inc.

Financial Services
1.71K
+ 18.57%
$33.74 - $54.12 $57.7K - $92.5K
10.9K $405M
EXC
Exelon Corp

Utilities
5.29K
+ 4.81%
$42.2 - $47.37 $223K - $251K
115K $5.01B
TFX
Teleflex Inc

Healthcare
14
+ 0.39%
$117.53 - $141.38 $1.65K - $1.98K
3.58K $424M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
7.12K
+ 12.8%
$1.66 - $3.61 $11.8K - $25.7K
62.7K $108M
ETR
Entergy Corp

Utilities
600
+ 0.68%
$79.01 - $86.61 $47.4K - $52K
88.6K $7.37B
CMS
Cms Energy Corp

Utilities
297
+ 0.85%
$68.57 - $75.51 $20.4K - $22.4K
35.3K $2.45B
CODI
Compass Diversified Holdings

Industrials
13.7K
+ 62.15%
$6.0 - $18.81 $82.1K - $257K
35.7K $224M
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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