Polymer Capital Management (US) LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$944.6M
Holdings
713
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (713 positions)
| Stock | Value |
|---|---|
JHGJANUS HENDERSON GROUP PLC | $359K |
VMIVALMONT INDS INC | $359K |
PLPCPREFORMED LINE PRODS CO | $358K |
TMPTOMPKINS FINL CORP | $358K |
ESNTESSENT GROUP LTD | $358K |
AAMIACADIAN ASSET MANAGEMENT INC | $357K |
SPNTSIRIUSPOINT LTD | $356K |
FCNCAFIRST CTZNS BANCSHARES INC D | $356K |
HSTHOST HOTELS & RESORTS INC | $356K |
BKHBLACK HILLS CORP | $356K |
OCOWENS CORNING NEW | $356K |
SCSCSCANSOURCE INC | $356K |
SYU1SYNOVUS FINL CORP | $355K |
APOGAPOGEE ENTERPRISES INC | $355K |
HSIHEIDRICK & STRUGGLES INTL IN | $354K |
GNRCGENERAC HLDGS INC | $354K |
BWXTBWX TECHNOLOGIES INC | $353K |
COKECOCA COLA CONS INC | $353K |
TCBITEXAS CAP BANCSHARES INC | $352K |
CITHE CIGNA GROUP | $351K |
AYIACUITY INC | $351K |
USNAUSANA HEALTH SCIENCES INC | $351K |
KELYAKELLY SVCS INC | $350K |
NBBKNB BANCORP INC | $350K |
TRGPTARGA RES CORP | $349K |
UUNITY SOFTWARE INC | $349K |
ADAMADAMAS TRUST INC. | $349K |
ANDEANDERSONS INC | $348K |
CARRCARRIER GLOBAL CORPORATION | $348K |
TTDTHE TRADE DESK INC | $347K |
FNFFIDELITY NATIONAL FINANCIAL | $347K |
BILLBILL HOLDINGS INC | $346K |
MATVMATIV HOLDINGS INC | $346K |
ADTNADTRAN HOLDINGS INC | $346K |
KEYKEYCORP | $346K |
INTUINTUIT | $345K |
HBNCHORIZON BANCORP INC | $345K |
VRTSVIRTUS INVT PARTNERS INC | $344K |
MRNAMODERNA INC | $344K |
AITAPPLIED INDL TECHNOLOGIES IN | $342K |
VLTOVERALTO CORP | $342K |
CMCOCOLUMBUS MCKINNON CORP N Y | $342K |
ABBVABBVIE INC | $342K |
USFDUS FOODS HLDG CORP | $342K |
NFBKNORTHFIELD BANCORP INC DEL | $341K |
VRSKVERISK ANALYTICS INC | $339K |
MUMICRON TECHNOLOGY INC | $339K |
IVTINVENTRUST PPTYS CORP | $339K |
SRCE1ST SOURCE CORP | $338K |
UNFUNIFIRST CORP MASS | $336K |
NRIMNORTHRIM BANCORP INC | $336K |
AEBIAEBI SCHMIDT HLDG AG | $335K |
BMYBRISTOL-MYERS SQUIBB CO | $334K |
CMRECOSTAMARE INC | $334K |
TBBKBANCORP INC DEL | $333K |
REGNREGENERON PHARMACEUTICALS | $331K |
FOXAFOX CORP | $330K |
EX9EXELIXIS INC | $330K |
LYFTLYFT INC | $330K |
CHCTCOMMUNITY HEALTHCARE TR INC | $328K |
WMBWILLIAMS COS INC | $327K |
AMGAFFILIATED MANAGERS GROUP IN | $326K |
GDOTGREEN DOT CORP | $326K |
DHILDIAMOND HILL INVT GROUP INC | $326K |
SATSECHOSTAR CORP | $322K |
OMCOMNICOM GROUP INC | $322K |
AGXARGAN INC | $319K |
CVLTCOMMVAULT SYS INC | $318K |
CRWDCROWDSTRIKE HLDGS INC | $318K |
SAMBOSTON BEER INC | $316K |
KRTKARAT PACKAGING INC | $315K |
AGOASSURED GUARANTY LTD | $315K |
ALEXALEXANDER & BALDWIN INC NEW | $315K |
UTBUNITY BANCORP INC | $313K |
HEHAWAIIAN ELEC INDUSTRIES | $312K |
HBCPHOME BANCORP INC | $312K |
KMIKINDER MORGAN INC DEL | $311K |
GMGENERAL MTRS CO | $309K |
GLPIGAMING & LEISURE PPTYS INC | $307K |
MTCHMATCH GROUP INC NEW | $306K |
BFAMBRIGHT HORIZONS FAM SOL IN D | $306K |
KURAKURA ONCOLOGY INC | $302K |
GDDYGODADDY INC | $302K |
ZVRAZEVRA THERAPEUTICS INC | $301K |
UHSUNIVERSAL HLTH SVCS INC | $299K |
PSXPHILLIPS 66 | $298K |
WCCWESCO INTL INC | $298K |
XOMEXXON MOBIL CORP | $295K |
AM6AMICUS THERAPEUTICS INC | $294K |
APPNAPPIAN CORP | $294K |
EBAEBAY INC. | $292K |
AIZASSURANT INC | $290K |
UVSPUNIVEST FINANCIAL CORPORATIO | $290K |
PAHCPHIBRO ANIMAL HEALTH CORP | $286K |
KBHKB HOME | $285K |
SHAKSHAKE SHACK INC | $285K |
COPCONOCOPHILLIPS | $285K |
SPFISOUTH PLAINS FINANCIAL INC | $284K |
BHFBRIGHTHOUSE FINL INC | $283K |
FLSFLOWSERVE CORP | $282K |