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
GTLB
Gitlab Inc.

Technology
7.72K
New
$40.52 - $53.43 $313K - $413K
7.72K $348M
SWK
Stanley Black & Decker, Inc.

Industrials
5.12K
New
$55.86 - $76.98 $286K - $394K
5.12K $347M
CDW
Cdw Corp

Technology
1.94K
New
$144.49 - $190.68 $281K - $370K
1.94K $347M
IDT
Idt Corp

Communication Services
4.96K
New
$46.41 - $68.62 $230K - $340K
4.96K $339M
GHC
Graham Holdings CO

Consumer Defensive
356
New
$876.56 - $1003.53 $312K - $357K
356 $337M
BNL
Broadstone Net Lease, Inc.

Real Estate
21K
New
$14.72 - $17.13 $309K - $359K
21K $337M
NU
Nu Holdings Ltd.

Financial Services
24.1K
New
$9.6 - $13.72 $231K - $330K
24.1K $330M
LUV
Southwest Airlines CO

Industrials
10K
New
$24.04 - $34.36 $241K - $345K
10K $326M
ALE
Allete Inc

Utilities
5.07K
New
$63.53 - $65.71 $322K - $333K
5.07K $325M
SHYF
Shyft Group, Inc.

Industrials
25.8K
New
$7.13 - $12.64 $184K - $326K
25.8K $324M
IT
Gartner Inc

Technology
781
New
$377.5 - $449.52 $295K - $351K
781 $316M
AMZN
Amazon Com Inc

Consumer Cyclical
1.42K
New
$167.32 - $223.3 $237K - $316K
1.42K $311M
ZTS
Zoetis Inc.

Healthcare
1.97K
New
$144.41 - $170.3 $284K - $335K
1.97K $307M
S
Sentinel One, Inc.

Technology
16.8K
New
$16.17 - $20.34 $271K - $341K
16.8K $306M
DPZ
Dominos Pizza Inc

Consumer Cyclical
675
New
$430.72 - $497.52 $291K - $336K
675 $304M
CACC
Credit Acceptance Corp

Financial Services
589
New
$443.32 - $529.8 $261K - $312K
589 $300M
VTOL
Bristow Group Inc.

Energy
9.03K
New
$25.74 - $34.31 $232K - $310K
9.03K $298M
SPTN
Spartan Nash CO

Consumer Defensive
11.2K
New
$17.62 - $26.57 $197K - $297K
11.2K $296M
ITIC
Investors Title CO

Financial Services
1.37K
New
$193.09 - $252.2 $265K - $347K
1.37K $290M
KRT
Karat Packaging Inc.

Consumer Cyclical
10.1K
New
$23.78 - $31.98 $240K - $323K
10.1K $284M
GRC
Gorman Rupp CO

Industrials
7.73K
New
$31.36 - $39.03 $242K - $302K
7.73K $284M
LOW
Lowes Companies Inc

Consumer Cyclical
1.28K
New
$210.83 - $235.28 $269K - $300K
1.28K $283M
IOSP
Innospec Inc.

Basic Materials
3.36K
New
$82.54 - $95.65 $277K - $321K
3.36K $282M
ACN
Accenture PLC

Technology
935
New
$279.23 - $323.21 $261K - $302K
935 $279M
NEO
Neogenomics Inc

Healthcare
38K
New
$6.4 - $10.27 $243K - $390K
38K $278M
CLH
Clean Harbors Inc

Industrials
1.2K
New
$182.1 - $233.5 $218K - $279K
1.2K $277M
TRGP
Targa Resources Corp.

Energy
1.57K
New
$157.32 - $205.72 $247K - $323K
1.57K $273M
FAF
First American Financial Corp

Financial Services
4.44K
New
$54.11 - $67.0 $240K - $298K
4.44K $273M
HSII
Heidrick & Struggles International Inc

Industrials
5.91K
New
$37.18 - $45.76 $220K - $270K
5.91K $270M
EXAS
Exact Sciences Corp

Healthcare
5.08K
New
$40.31 - $58.08 $205K - $295K
5.08K $270M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
4.41K
New
$35.11 - $63.01 $155K - $278K
4.41K $270M
EXTR
Extreme Networks Inc

Technology
15K
New
$10.84 - $17.97 $162K - $269K
15K $269M
MTZ
Mastec Inc

Industrials
1.57K
New
$106.07 - $171.99 $167K - $270K
1.57K $268M
XP
Xp Inc.

Financial Services
13.2K
New
$12.69 - $20.62 $168K - $273K
13.2K $267M
FOLD
Amicus Therapeutics, Inc.

Healthcare
46.6K
New
$5.64 - $8.0 $263K - $372K
46.6K $267M
ICHR
Ichor Holdings, Ltd.

Technology
13.5K
New
$15.78 - $22.61 $213K - $306K
13.5K $266M
OC
Owens Corning

Industrials
1.9K
New
$126.32 - $147.75 $241K - $281K
1.9K $262M
EQIX
Equinix Inc

Real Estate
328
New
$740.07 - $914.43 $243K - $300K
328 $261M
ONTO
Onto Innovation Inc.

Technology
2.55K
New
$88.5 - $133.37 $226K - $340K
2.55K $258M
CRAI
Cra International, Inc.

Industrials
1.37K
New
$160.48 - $195.43 $220K - $268K
1.37K $257M
WDAY
Workday, Inc.

Technology
1.07K
New
$210.47 - $274.71 $224K - $293K
1.07K $256M
VEL
Velocity Financial, Inc.

Financial Services
13.7K
New
$16.3 - $19.22 $224K - $264K
13.7K $255M
Corpay Inc
763
New
N/A
763 $253M
EEFT
Euronet Worldwide, Inc.

Technology
2.48K
New
$87.44 - $112.74 $217K - $280K
2.48K $252M
EXP
Eagle Materials Inc

Basic Materials
1.24K
New
$193.68 - $241.95 $241K - $301K
1.24K $251M
TTD
Trade Desk, Inc.

Technology
3.46K
New
$45.27 - $79.4 $157K - $275K
3.46K $249M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
4.83K
New
N/A
4.83K $249M
CME
Cme Group Inc.

Financial Services
902
New
$252.37 - $290.71 $228K - $262K
902 $249M
BWMN
Bowman Consulting Group Ltd.

Industrials
8.63K
New
$21.1 - $28.97 $182K - $250K
8.63K $248M
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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