Polymer Capital Management (US) LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$369.9B

Holdings

352

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (352 positions)

StockValue
VCVISTEON CORP
$206.7M
PAHUSDELEMENT SOLUTIONS INC
$206.6M
CCSCENTURY CMNTYS INC
$206.5M
VACMARRIOTT VACATIONS WORLDWIDE
$206.1M
STLDSTEEL DYNAMICS INC
$205.3M
REZIRESIDEO TECHNOLOGIES INC
$204.9M
USFDUS FOODS HLDG CORP
$203.3M
CSVCARRIAGE SVCS INC
$202.5M
MAMASTERCARD INCORPORATED
$201.2M
IOSPINNOSPEC INC
$200.7M
APLEAPPLE HOSPITALITY REIT INC
$197.5M
EVHEVOLENT HEALTH INC
$194.3M
PKPARK HOTELS & RESORTS INC
$193.5M
FUBOFUBOTV INC
$193.4M
DNOWDNOW INC
$191.6M
ATROASTRONICS CORP
$189.8M
KROKRONOS WORLDWIDE INC
$184.2M
FDO.FMACYS INC
$183.7M
MYGNMYRIAD GENETICS INC
$178.8M
TRTXTPG RE FIN TR INC
$167.2M
GLDDGREAT LAKES DREDGE & DOCK CO
$163.4M
ADTADT INC DEL
$154.8M
AESAES CORP
$154.8M
ARLOARLO TECHNOLOGIES INC
$154.7M
HTLDHEARTLAND EXPRESS INC
$146.3M
HNSTHONEST CO INC
$144.1M
LZLEGALZOOM COM INC
$141.0M
PLPLANET LABS PBC
$140.1M
NVRIENVIRI CORP
$133.0M
QSQUANTUMSCAPE CORP
$132.7M
GDOTGREEN DOT CORP
$131.3M
AGSPLAYAGS INC
$129.6M
UISUNISYS CORP
$121.1M
SEMRSEMRUSH HLDGS INC
$120.7M
HLHECLA MNG CO
$112.4M
SGHCSUPER GROUP SGHC LIMITED
$110.4M
CURVTORRID HLDGS INC
$109.8M
AURAURORA INNOVATION INC
$107.5M
GSATUSDGLOBALSTAR INC
$104.1M
VIRVIR BIOTECHNOLOGY INC
$101.2M
HAINHAIN CELESTIAL GROUP INC
$89.6M
MGTXMEIRAGTX HLDGS PLC
$88.1M
GONGERON CORP
$85.0M
SFIXSTITCH FIX INC
$81.7M
RI4APOET TECHNOLOGIES INC
$77.3M
DCHAMERICAN AXLE & MFG HLDGS IN
$77.2M
EVGOEVGO INC
$72.9M
NXDRNEXTDOOR HOLDINGS INC
$71.8M
AGLAGILON HEALTH INC
$57.4M
RBBNRIBBON COMMUNICATIONS INC
$55.3M
OPENOPENDOOR TECHNOLOGIES INC
$33.5M
PLUNPLUG POWER INC
$23.0M
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