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)

StockValue
CENTACENTRAL GARDEN & PET CO
$281K
CIENCIENA CORP
$280K
MYEMYERS INDS INC
$278K
MTDMETTLER TOLEDO INTERNATIONAL
$277K
SMBCSOUTHERN MO BANCORP INC
$277K
CTSCTS CORP
$276K
CENXCENTURY ALUM CO
$273K
DASHDOORDASH INC
$272K
IIININSTEEL INDS INC
$271K
GDSGDS HLDGS LTD
$271K
GETYGETTY IMAGES HOLDINGS INC
$271K
NMIHNMI HLDGS INC
$267K
DCODUCOMMUN INC DEL
$267K
BWMNBOWMAN CONSULTING GROUP LTD
$265K
CHWYCHEWY INC
$264K
T7DTRANSDIGM GROUP INC
$264K
MAAMID-AMER APT CMNTYS INC
$262K
CASYCASEYS GEN STORES INC
$261K
FICOFAIR ISAAC CORP
$260K
FIHLFIDELIS INSURANCE HOLDINGS L
$260K
NUSNU SKIN ENTERPRISES INC
$258K
ELANELANCO ANIMAL HEALTH INC
$257K
CRSRCORSAIR GAMING INC
$256K
CHDCHURCH & DWIGHT CO INC
$256K
NUNU HLDGS LTD
$256K
YEXTYEXT INC
$255K
DRSLEONARDO DRS INC
$252K
T77LENDINGTREE INC NEW
$251K
JPXAEROVIRONMENT INC
$248K
AMBAAMBARELLA INC
$248K
DVADAVITA INC
$248K
CARECARTER BANKSHARES INC
$247K
FANGDIAMONDBACK ENERGY INC
$242K
SKYWSKYWEST INC
$241K
IEXIDEX CORP
$239K
INDIVIOR PLC
$238K
NXPINXP SEMICONDUCTORS N V
$237K
METMETLIFE INC
$235K
LNNLINDSAY CORP
$233K
CSXCSX CORP
$232K
NTNXNUTANIX INC
$226K
APTVAPTIV PLC
$224K
CLNECLEAN ENERGY FUELS CORP
$224K
IBMINTERNATIONAL BUSINESS MACHS
$223K
SCHLSCHOLASTIC CORP
$222K
SOCSABLE OFFSHORE CORP
$221K
FDPFRESH DEL MONTE PRODUCE INC
$221K
AMANTERO MIDSTREAM CORP
$221K
GTLBGITLAB INC
$217K
PARRPAR PAC HOLDINGS INC
$216K
ATDATI INC
$215K
IRDMIRIDIUM COMMUNICATIONS INC
$213K
ASLEAERSALE CORPORATION
$213K
SMPSTANDARD MTR PRODS INC
$212K
BLZEBACKBLAZE INC
$207K
ELMEELME COMMUNITIES
$206K
PEPPEPSICO INC
$205K
IPIINTREPID POTASH INC
$204K
J2AWILLDAN GROUP INC
$202K
BGCBGC GROUP INC
$202K
AMRCAMERESCO INC
$202K
TNLTRAVEL PLUS LEISURE CO
$201K
SRSPIRE INC
$201K
EVEREVERQUOTE INC
$200K
AALAMERICAN AIRLS GROUP INC
$199K
QNSTQUINSTREET INC
$197K
INVXINNOVEX INTERNATIONAL INC
$197K
MRTNMARTEN TRANS LTD
$183K
CFFNCAPITOL FED FINL INC
$178K
KROSKEROS THERAPEUTICS INC
$176K
ADTADT INC DEL
$176K
AESAES CORP
$175K
REAXTHE REAL BROKERAGE INC
$170K
GTXGARRETT MOTION INC
$165K
IOVAIOVANCE BIOTHERAPEUTICS INC
$164K
NEONEOGENOMICS INC
$160K
HNSTHONEST CO INC
$156K
DHTDHT HOLDINGS INC
$154K
FFICFLUSHING FINL CORP
$153K
SGHCSUPER GROUP SGHC LIMITED
$151K
LFSTLIFESTANCE HEALTH GROUP INC
$149K
SHOSUNSTONE HOTEL INVS INC NEW
$147K
MAXMEDIAALPHA INC
$141K
COLDAMERICOLD REALTY TRUST INC
$140K
TXG10X GENOMICS INC
$139K
BCRXBIOCRYST PHARMACEUTICALS INC
$139K
MTRXMATRIX SVC CO
$137K
DAWNDAY ONE BIOPHARMACEUTICALS I
$134K
FSLYFASTLY INC
$134K
TDOCTELADOC HEALTH INC
$131K
EOSEEOS ENERGY ENTERPRISES INC
$121K
PRMEPRIME MEDICINE INC
$115K
LUMNLUMEN TECHNOLOGIES INC
$115K
RLAYRELAY THERAPEUTICS INC
$113K
TALKTALKSPACE INC
$113K
NRDSNERDWALLET INC
$111K
SEMRSEMRUSH HLDGS INC
$106K
WEAVWEAVE COMMUNICATIONS INC
$102K
MDXGMIMEDX GROUP INC
$98K
PTENPATTERSON-UTI ENERGY INC
$97K
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