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Disclosery

Polymer Capital Management (US) LLC: ESNT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polymer Capital Management (US) LLC on ESNT, newest first. How the timeline and the estimate are built.

Polymer Capital Management (US) LLC held 24,149 ESNT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,149 shares
    Change vs previous 13F +17,599 shares

    0.23% of the 13F portfolio, value $1,552,298.

    13F-HR 0001973324-26-000009 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,550 shares
    Change vs previous 13F +6,550 shares

    0.06% of the 13F portfolio, value $382,782.

    13F-HR 0001973324-26-000007 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,626 shares

    13F-HR 0001973324-26-000003 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 5,626 shares
    Change vs previous 13F -1,055 shares

    0.05% of the 13F portfolio, value $357,589.

    13F-HR 0001973324-25-000011 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,681 shares
    Change vs previous 13F -1,069 shares

    0.07% of the 13F portfolio, value $405,737.

    13F-HR 0001641447-25-000003 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,750 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $447,330.

    13F-HR 0001973324-25-000006 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).