Polymer Capital Management (Us) LLC Purchases in Q3 2025

Polymer Capital Management (Us) LLC

  • $945 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.64K
New
$264.74 - $369.57 $433K - $604K
1.64K $539M
HWM
Howmet Aerospace Inc.

Industrials
2.64K
+ 131.67%
$171.0 - $196.23 $451K - $518K
4.65K $911M
PANW
Palo Alto Networks Inc

Technology
2.64K
New
$167.06 - $208.19 $440K - $549K
2.64K $537M
PVH
Pvh Corp.

Consumer Cyclical
5.6K
+ 126.43%
$70.6 - $89.52 $395K - $501K
10K $840M
MRK
Merck & Co., Inc.

Healthcare
6.39K
New
$77.6 - $87.37 $496K - $558K
6.39K $536M
CROX
Crocs, Inc.

Consumer Cyclical
6.42K
New
$74.39 - $108.79 $477K - $698K
6.42K $536M
Kenvue Inc
36.2K
+ 321.3%
N/A
47.5K $771M
CHK
Chesapeake Energy Corp

Energy
5K
New
N/A
5K $531M
Talen Energy Corp
1.21K
+ 1657.53%
N/A
1.28K $546M
NJR
New Jersey Resources Corp

Utilities
10.8K
New
$45.05 - $48.15 $488K - $521K
10.8K $521M
AMGN
Amgen Inc

Healthcare
1.84K
New
$271.18 - $309.22 $499K - $569K
1.84K $519M
ROST
Ross Stores, Inc.

Consumer Cyclical
2.63K
+ 55.29%
$127.59 - $152.81 $336K - $402K
7.39K $1.13B
DHR
Danaher Corp

Healthcare
2.6K
New
$181.46 - $212.2 $472K - $552K
2.6K $515M
EXPD
Expeditors International Of Washington Inc

Industrials
4.14K
New
$111.37 - $124.95 $461K - $517K
4.14K $507M
VFC
V F Corp

Consumer Cyclical
34.9K
New
$11.66 - $15.56 $407K - $543K
34.9K $503M
JLL
Jones Lang Lasalle Inc

Real Estate
1.31K
+ 52.93%
$248.95 - $319.66 $326K - $419K
3.79K $1.13B
V
Visa Inc.

Financial Services
1.44K
New
$332.09 - $358.86 $479K - $517K
1.44K $492M
UNH
Unitedhealth Group Inc

Healthcare
1.42K
New
$237.77 - $353.61 $336K - $500K
1.42K $489M
Corpay Inc
1.81K
+ 236.57%
N/A
2.57K $740M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
12.2K
New
$39.13 - $48.22 $477K - $588K
12.2K $482M
NFLX
Netflix Inc

Communication Services
402
New
$1147.87 - $1297.18 $461K - $521K
402 $482M
STT
State Street Corp

Financial Services
3.93K
+ 160.38%
$102.01 - $117.25 $401K - $461K
6.39K $741M
IDA
Idacorp Inc

Utilities
3.53K
New
$115.16 - $132.15 $406K - $466K
3.53K $466M
CRM
Salesforce, Inc.

Technology
1.97K
New
$231.66 - $273.65 $455K - $538K
1.97K $466M
GPC
Genuine Parts CO

Consumer Cyclical
3.35K
New
$122.23 - $142.77 $410K - $479K
3.35K $465M
UNM
Unum Group

Financial Services
5.88K
New
$68.55 - $82.12 $403K - $483K
5.88K $457M
Reddit Inc
1.81K
+ 379.87%
N/A
2.29K $526M
VST
Vistra Corp.

Utilities
2.32K
New
$182.0 - $217.92 $422K - $505K
2.32K $454M
Life360 Inc
4.25K
New
N/A
4.25K $451M
LEN
Lennar Corp

Consumer Cyclical
878
+ 3.98%
$107.73 - $142.4 $94.6K - $125K
22.9K $2.89B
ORCL
Oracle Corp

Technology
1.6K
New
$218.96 - $328.33 $351K - $526K
1.6K $451M
ZBRA
Zebra Technologies Corp

Technology
1.55K
+ 149.28%
$296.92 - $341.36 $461K - $529K
2.59K $770M
CDW
Cdw Corp

Technology
3.04K
+ 156.28%
$156.97 - $182.84 $476K - $555K
4.98K $793M
FOX
Fox Corp Cl B (De)

Communication Services
6.97K
+ 92.35%
$49.06 - $57.29 $342K - $399K
14.5K $831M
LLY
Eli Lilly & CO

Healthcare
578
New
$625.65 - $812.69 $362K - $470K
578 $441M
HQY
Healthequity, Inc.

Healthcare
4.58K
New
$87.42 - $103.12 $401K - $473K
4.58K $434M
GD
General Dynamics Corp

Industrials
1.15K
+ 154.42%
$293.92 - $341.0 $339K - $393K
1.9K $647M
VTRS
Viatris Inc

Healthcare
43.4K
New
$8.74 - $10.69 $379K - $464K
43.4K $429M
APP
App Lovin Corp

Technology
261
+ 39.97%
$335.1 - $718.54 $87.5K - $188K
914 $657M
BURL
Burlington Stores, Inc.

Consumer Cyclical
1.65K
New
$237.02 - $301.35 $392K - $498K
1.65K $420M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.35K
New
$103.83 - $179.9 $244K - $423K
2.35K $420M
TTMI
Ttm Technologies Inc

Technology
7.21K
New
$40.06 - $57.75 $289K - $416K
7.21K $415M
BA
Boeing CO

Industrials
1.28K
+ 5.87%
$209.79 - $237.38 $269K - $304K
23.1K $4.99B
CAR
Avis Budget Group, Inc.

Industrials
2.58K
New
$147.94 - $207.55 $381K - $535K
2.58K $414M
GILD
Gilead Sciences, Inc.

Healthcare
3.73K
New
$108.22 - $120.47 $403K - $449K
3.73K $413M
POR
Portland General Electric CO

Utilities
588
+ 0.51%
$39.73 - $44.0 $23.4K - $25.9K
116K $5.09B
Pattern Group Inc
30K
New
N/A
30K $411M
STX
Seagate Technology Holdings PLC

Technology
1.74K
New
$142.01 - $236.06 $247K - $411K
1.74K $411M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.09K
New
$96.73 - $137.09 $299K - $423K
3.09K $409M
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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