Polymer Capital Management (US) LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$846.5M
Holdings
552
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (552 positions)
| Stock | Value |
|---|---|
MYEMYERS INDS INC | $284K |
KRTKARAT PACKAGING INC | $284K |
GRCGORMAN RUPP CO | $284K |
LOWLOWES COS INC | $283K |
IOSPINNOSPEC INC | $282K |
ACNACCENTURE PLC IRELAND | $279K |
CCNECNB FINL CORP PA | $279K |
UTBUNITY BANCORP INC | $279K |
KURAKURA ONCOLOGY INC | $279K |
NEONEOGENOMICS INC | $278K |
CLHCLEAN HARBORS INC | $277K |
ANFABERCROMBIE & FITCH CO | $274K |
TRGPTARGA RES CORP | $273K |
FAFFIRST AMERN FINL CORP | $273K |
PSTGPURE STORAGE INC | $272K |
CWCURTISS WRIGHT CORP | $272K |
HSIHEIDRICK & STRUGGLES INTL IN | $270K |
EXASEXACT SCIENCES CORP | $270K |
CBRLCRACKER BARREL OLD CTRY STOR | $270K |
EXTREXTREME NETWORKS | $269K |
MTZMASTEC INC | $268K |
XPXP INC | $267K |
AM6AMICUS THERAPEUTICS INC | $267K |
ICHRICHOR HOLDINGS | $266K |
OCOWENS CORNING NEW | $262K |
EQIXEQUINIX INC | $261K |
STTSTATE STR CORP | $261K |
HUNHUNTSMAN CORP | $261K |
ONTOONTO INNOVATION INC | $258K |
CRAICRA INTL INC | $257K |
CEGCONSTELLATION ENERGY CORP | $256K |
WDAYWORKDAY INC | $256K |
VELVELOCITY FINL INC | $255K |
CPAYCORPAY INC | $253K |
EEFTEURONET WORLDWIDE INC | $252K |
EXPEAGLE MATLS INC | $251K |
TTDTHE TRADE DESK INC | $249K |
FBINFORTUNE BRANDS INNOVATIONS I | $249K |
CMECME GROUP INC | $249K |
BWMNBOWMAN CONSULTING GROUP LTD | $248K |
OSCROSCAR HEALTH INC | $247K |
PENPENUMBRA INC | $244K |
MOSMOSAIC CO NEW | $244K |
MHKMOHAWK INDS INC | $242K |
AITAPPLIED INDL TECHNOLOGIES IN | $242K |
RRCRANGE RES CORP | $241K |
STESTERIS PLC | $241K |
ELVELEVANCE HEALTH INC | $240K |
RDNRADIAN GROUP INC | $240K |
FRPTFRESHPET INC | $240K |
CATYCATHAY GEN BANCORP | $240K |
TKTEEKAY CORPORATION LTD | $240K |
RKTROCKET COS INC | $239K |
PCTYPAYLOCITY HLDG CORP | $238K |
ORLYOREILLY AUTOMOTIVE INC | $237K |
NWLNEWELL BRANDS INC | $236K |
AZEKAZEK CO INC | $236K |
KVUEKENVUE INC | $236K |
FLGTFULGENT GENETICS INC | $235K |
GFSGLOBALFOUNDRIES INC | $235K |
CPRTCOPART INC | $235K |
FLYWFLYWIRE CORPORATION | $234K |
UVSPUNIVEST FINANCIAL CORPORATIO | $234K |
CGNXCOGNEX CORP | $234K |
PAYCPAYCOM SOFTWARE INC | $233K |
GWREGUIDEWIRE SOFTWARE INC | $231K |
PGNYPROGYNY INC | $230K |
AMRCAMERESCO INC | $230K |
CSXCSX CORP | $230K |
VRSKVERISK ANALYTICS INC | $229K |
GICGLOBAL INDUSTRIAL COMPANY | $229K |
COLMCOLUMBIA SPORTSWEAR CO | $227K |
OIIOCEANEERING INTL INC | $227K |
CBSHCOMMERCE BANCSHARES INC | $225K |
CODICOMPASS DIVERSIFIED | $224K |
SEBSEABOARD CORP DEL | $223K |
TNLTRAVEL PLUS LEISURE CO | $222K |
CVLTCOMMVAULT SYS INC | $222K |
EVEREVERQUOTE INC | $221K |
TNKTEEKAY TANKERS LTD | $221K |
ADTNADTRAN HOLDINGS INC | $220K |
TPCTUTOR PERINI CORP | $218K |
GDGENERAL DYNAMICS CORP | $218K |
RGLDROYAL GOLD INC | $216K |
ESGRENSTAR GROUP LIMITED | $216K |
GOLDA-MARK PRECIOUS METALS INC | $215K |
SPFISOUTH PLAINS FINANCIAL INC | $213K |
CIVICIVITAS RESOURCES INC | $213K |
SKYWSKYWEST INC | $212K |
UTHUNITED THERAPEUTICS CORP DEL | $212K |
GETYGETTY IMAGES HOLDINGS INC | $210K |
RG6ROGERS CORP | $210K |
0VVBPARAMOUNT GLOBAL | $209K |
OHIOMEGA HEALTHCARE INVS INC | $209K |
METMETLIFE INC | $206K |
ZMZOOM COMMUNICATIONS INC | $206K |
AXSAXIS CAP HLDGS LTD | $206K |
FTDRFRONTDOOR INC | $205K |
CLCOLGATE PALMOLIVE CO | $203K |
JBLJABIL INC | $202K |