Polymer Capital Management (Us) LLC New Holdings in Q3 2025

Polymer Capital Management (Us) LLC

  • $945 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
3.16K
New
$199.29 - $226.27 $630K - $715K
3.16K $649M
DAL
Delta Air Lines, Inc.

Industrials
11.4K
New
$49.0 - $61.97 $557K - $704K
11.4K $645M
MIR
Mirion Technologies, Inc.

Industrials
27.7K
New
$19.79 - $24.6 $548K - $681K
27.7K $644M
CPT
Camden Property Trust

Real Estate
6.03K
New
$104.05 - $115.69 $627K - $697K
6.03K $643M
Astera Labs Inc
3.28K
New
N/A
3.28K $643M
TXN
Texas Instruments Inc

Technology
3.47K
New
N/A
3.47K $638M
CMA
Comerica Inc

Financial Services
9.28K
New
$60.93 - $71.05 $565K - $659K
9.28K $636M
JOBY
Joby Aviation, Inc.

Industrials
39.3K
New
$9.81 - $20.39 $386K - $802K
39.3K $635M
TFC
Truist Financial Corp

Financial Services
13.9K
New
$42.83 - $47.07 $594K - $653K
13.9K $634M
ADI
Analog Devices Inc

Technology
2.58K
New
$220.68 - $255.63 $569K - $659K
2.58K $633M
KMX
Carmax Inc

Consumer Cyclical
14.1K
New
$44.86 - $71.57 $631K - $1.01M
14.1K $632M
AON
Aon PLC

Financial Services
1.77K
New
$350.91 - $375.27 $621K - $664K
1.77K $631M
DHI
Horton D R Inc

Consumer Cyclical
3.7K
New
$129.82 - $184.04 $480K - $681K
3.7K $627M
Klarna Group PLC
17K
New
N/A
17K $623M
DIS
Walt Disney CO

Communication Services
5.44K
New
$112.25 - $124.0 $611K - $675K
5.44K $623M
T
At&T Inc.

Communication Services
21.9K
New
$26.94 - $29.62 $589K - $647K
21.9K $617M
Cooper Cos Inc
9K
New
N/A
9K $617M
PNFP
Pinnacle Financial Partners Inc

Financial Services
6.57K
New
$86.13 - $119.63 $566K - $786K
6.57K $616M
FTNT
Fortinet, Inc.

Technology
7.3K
New
$74.39 - $107.65 $543K - $786K
7.3K $614M
MPC
Marathon Petroleum Corp

Energy
3.17K
New
$158.59 - $198.69 $502K - $629K
3.17K $611M
JNJ
Johnson & Johnson

Healthcare
3.29K
New
$155.17 - $185.42 $510K - $609K
3.29K $609M
WHR
Whirlpool Corp

Consumer Cyclical
7.74K
New
$77.47 - $110.59 $600K - $856K
7.74K $608M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.5K
New
$38.58 - $58.24 $598K - $903K
15.5K $608M
PLTR
Palantir Technologies Inc.

Technology
3.32K
New
$130.68 - $186.97 $433K - $620K
3.32K $605M
PKI
Perkinelmer Inc

Healthcare
6.88K
New
N/A
6.88K $603M
ROP
Roper Technologies Inc

Industrials
1.21K
New
$495.03 - $573.0 $598K - $692K
1.21K $602M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
15K
New
N/A
15K $600M
MTDR
Matador Resources CO

Energy
13.3K
New
$44.93 - $52.55 $599K - $701K
13.3K $599M
NKE
Nike, Inc.

Consumer Cyclical
8.57K
New
$69.24 - $79.24 $593K - $679K
8.57K $597M
CVS
Cvs Health Corp

Healthcare
7.89K
New
$58.75 - $76.5 $464K - $604K
7.89K $595M
Arista Networks Inc
4.08K
New
N/A
4.08K $594M
K
Kellogg CO

Consumer Defensive
7.17K
New
$76.96 - $82.02 $552K - $588K
7.17K $588M
DE
Deere & CO

Industrials
1.28K
New
$457.26 - $524.37 $585K - $671K
1.28K $585M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.79K
New
$118.3 - $142.16 $567K - $681K
4.79K $582M
SYK
Stryker Corp

Healthcare
1.57K
New
$368.57 - $403.53 $580K - $635K
1.57K $582M
NWSA
News Corp

Communication Services
18.8K
New
$28.38 - $31.03 $533K - $583K
18.8K $577M
CMCSA
Comcast Corp

Communication Services
17.9K
New
$31.41 - $36.33 $562K - $650K
17.9K $562M
UPS
United Parcel Service Inc

Industrials
6.72K
New
$82.58 - $105.54 $555K - $709K
6.72K $561M
PFE
Pfizer Inc

Healthcare
22K
New
$23.29 - $25.88 $512K - $569K
22K $560M
RMBS
Rambus Inc

Technology
5.37K
New
$62.85 - $107.38 $338K - $577K
5.37K $560M
CSCO
Cisco Systems, Inc.

Technology
8.16K
New
$66.2 - $71.79 $540K - $586K
8.16K $558M
TOST
Toast, Inc.

Technology
15.1K
New
$36.51 - $49.3 $551K - $744K
15.1K $551M
TMUS
T Mobile Us, Inc.

Communication Services
2.3K
New
$226.02 - $259.01 $519K - $595K
2.3K $550M
LNW
Light & Wonder, Inc.

Consumer Cyclical
6.54K
New
$77.87 - $101.11 $509K - $661K
6.54K $549M
LYV
Live Nation Entertainment, Inc.

Communication Services
3.36K
New
$143.56 - $174.06 $482K - $585K
3.36K $549M
AIG
American International Group, Inc.

Financial Services
6.98K
New
$76.34 - $85.87 $533K - $599K
6.98K $548M
CVX
Chevron Corp

Energy
3.48K
New
$145.57 - $161.83 $507K - $564K
3.48K $541M
AVGO
Broadcom Inc.

Technology
1.64K
New
$264.74 - $369.57 $433K - $604K
1.64K $539M
PANW
Palo Alto Networks Inc

Technology
2.64K
New
$167.06 - $208.19 $440K - $549K
2.64K $537M
Activity Summary
Buys All Purchases 531 New Holdings 366 Increased Positions 165 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 19 Puts 24
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