Polymer Capital Management (US) LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$387.8M
Holdings
475
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (475 positions)
| Stock | Value |
|---|---|
ALLEALLEGION PLC | $363K |
AGXARGAN INC | $361K |
WECWEC ENERGY GROUP INC | $358K |
VRTXVERTEX PHARMACEUTICALS INC | $358K |
RPMRPM INTL INC | $357K |
BBWIBATH & BODY WORKS INC | $355K |
DYHTARGET CORP | $354K |
BACBANK AMERICA CORP | $352K |
PSTGPURE STORAGE INC | $349K |
NXSTNEXSTAR MEDIA GROUP INC | $348K |
BDCBELDEN INC | $347K |
ANFABERCROMBIE & FITCH CO | $347K |
AZOAUTOZONE INC | $347K |
YELPYELP INC | $346K |
BECNUSDBEACON ROOFING SUPPLY INC | $344K |
METMETLIFE INC | $343K |
CSTMCONSTELLIUM SE | $343K |
WASHWASHINGTON TR BANCORP INC | $341K |
GWWGRAINGER W W INC | $340K |
CCNECNB FINL CORP PA | $339K |
FNFFIDELITY NATIONAL FINANCIAL | $337K |
FTITECHNIPFMC PLC | $337K |
GXOGXO LOGISTICS INCORPORATED | $337K |
OMCLOMNICELL COM | $336K |
OSKOSHKOSH CORP | $335K |
IDIINTERDIGITAL INC | $335K |
PRGPROG HOLDINGS INC | $331K |
BXBLACKSTONE INC | $331K |
OECORION S.A. | $330K |
TDYTELEDYNE TECHNOLOGIES INC | $329K |
MTDRMATADOR RES CO | $328K |
KURAKURA ONCOLOGY INC | $327K |
ETSYETSY INC | $326K |
BUSEFIRST BUSEY CORP | $326K |
TROWPRICE T ROWE GROUP INC | $324K |
LZLEGALZOOM COM INC | $322K |
MLIMUELLER INDS INC | $322K |
UALUNITED AIRLS HLDGS INC | $314K |
NBNNORTHEAST BK PORTLAND ME | $313K |
SRCE1ST SOURCE CORP | $311K |
MSCIMSCI INC | $310K |
K6BKBR INC | $308K |
NSZNETSCOUT SYS INC | $305K |
JAZZJAZZ PHARMACEUTICALS PLC | $304K |
UVSPUNIVEST FINANCIAL CORPORATIO | $303K |
JOEST JOE CO | $296K |
1S4HARBORONE BANCORP INC NEW | $294K |
GLGLOBE LIFE INC | $290K |
KMIKINDER MORGAN INC DEL | $287K |
BKHBLACK HILLS CORP | $287K |
LEGLEGGETT & PLATT INC | $286K |
WPCWP CAREY INC | $285K |
PSXPHILLIPS 66 | $284K |
ACHCACADIA HEALTHCARE COMPANY IN | $284K |
SCHLSCHOLASTIC CORP | $283K |
REPXRILEY EXPLORATION PERMIAN IN | $283K |
DXPEDXP ENTERPRISES INC | $280K |
VIRVIR BIOTECHNOLOGY INC | $280K |
ADTNADTRAN HOLDINGS INC | $279K |
HIWHIGHWOODS PPTYS INC | $278K |
IIPRINNOVATIVE INDL PPTYS INC | $277K |
ACCDEURACCOLADE INC | $277K |
CHHCHOICE HOTELS INTL INC | $276K |
HCAHCA HEALTHCARE INC | $276K |
RUNRUSH ENTERPRISES INC | $275K |
TAPMOLSON COORS BEVERAGE CO | $273K |
0VVBPARAMOUNT GLOBAL | $272K |
RWTREDWOOD TRUST INC | $272K |
SEZLSEZZLE INC | $271K |
ACCOACCO BRANDS CORP | $269K |
KWKENNEDY-WILSON HOLDINGS INC | $268K |
CVLGCOVENANT LOGISTICS GROUP INC | $268K |
GICGLOBAL INDUSTRIAL COMPANY | $266K |
HLHECLA MNG CO | $266K |
GRMNGARMIN LTD | $265K |
ASANASANA INC | $263K |
UTBUNITY BANCORP INC | $261K |
JACKJACK IN THE BOX INC | $261K |
APPAPPLOVIN CORP | $260K |
ALNYALNYLAM PHARMACEUTICALS INC | $259K |
TRIPTRIPADVISOR INC | $259K |
IRINGERSOLL RAND INC | $257K |
FUODOLBY LABORATORIES INC | $257K |
WFRDWEATHERFORD INTL PLC | $257K |
OFIXORTHOFIX MED INC | $256K |
APPNAPPIAN CORP | $256K |
RJFRAYMOND JAMES FINL INC | $254K |
NVRNVR INC | $254K |
7HPHP INC | $253K |
ACELACCEL ENTERTAINMENT INC | $252K |
BANDBANDWIDTH INC | $249K |
CA8ACACI INTL INC | $249K |
CIVICIVITAS RESOURCES INC | $246K |
BRKRBRUKER CORP | $243K |
MATMATTEL INC | $242K |
SLABSILICON LABORATORIES INC | $240K |
TKTEEKAY CORPORATION LTD | $238K |
ATROASTRONICS CORP | $236K |
ALRSALERUS FINL CORP | $235K |
KROKRONOS WORLDWIDE INC | $234K |