Polymer Capital Management (HK) LTD Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$725.3M
Holdings
244
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
BOKFBOK FINL CORP | $245K |
UBSIUNITED BANKSHARES INC WEST V | $245K |
DOVDOVER CORP | $242K |
GWWGRAINGER W W INC | $241K |
CPBTHE CAMPBELLS COMPANY | $241K |
WHWYNDHAM HOTELS & RESORTS INC | $240K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $236K |
MSMMSC INDL DIRECT INC | $234K |
LSTRLANDSTAR SYS INC | $230K |
TXTTEXTRON INC | $229K |
WSCWILLSCOT HLDGS CORP | $226K |
JNJJOHNSON & JOHNSON | $224K |
METMETLIFE INC | $224K |
UUNITY SOFTWARE INC | $224K |
RSRELIANCE INC | $222K |
WYWEYERHAEUSER CO MTN BE | $222K |
EMREMERSON ELEC CO | $221K |
CLXCLOROX CO DEL | $220K |
LKQ1LKQ CORP | $219K |
HTHTH WORLD GROUP LTD | $215K |
HIMXHIMAX TECHNOLOGIES INC | $212K |
MORNMORNINGSTAR INC | $210K |
EXPDEXPEDITORS INTL WASH INC | $210K |
JDJD.COM INC | $210K |
KIMKIMCO RLTY CORP | $208K |
PNCPNC FINL SVCS GROUP INC | $207K |
BMTABRITISH AMERN TOB PLC | $207K |
HCAHCA HEALTHCARE INC | $205K |
ELSEQUITY LIFESTYLE PPTYS INC | $205K |
GLPIGAMING & LEISURE PPTYS INC | $203K |
PRIPRIMERICA INC | $202K |
CCCCCC INTELLIGENT SOLUTIONS HL | $199K |
INMDINMODE LTD | $199K |
WENWENDYS CO | $183K |
CHACHAGEE HLDGS LTD | $182K |
HAYWHAYWARD HLDGS INC | $179K |
HEREQUANTASING GROUP LTD | $172K |
UAUNDER ARMOUR INC | $129K |
CNHICNH INDL N V | $118K |
BITFBITFARMS LTD | $113K |
ZGNERMENEGILDO ZEGNA N V | $102K |
IQIQIYI INC | $71K |
GSMFERROGLOBE PLC | $68K |
BRBSBLUE RIDGE BANKSHARES INC VA | $44K |
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