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Polymer Capital Management (US) LLC: M position timeline

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

Polymer Capital Management (US) LLC held 20,156 M 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 20,156 shares
    Change vs previous 13F -9,221 shares

    0.07% of the 13F portfolio, value $474,674.

    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 29,377 shares
    Change vs previous 13F -3,777 shares

    0.08% of the 13F portfolio, value $531,430.

    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 33,154 shares
    Change vs previous 13F +33,154 shares

    0.09% of the 13F portfolio, value $731,046.

    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).

  4. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -101,780 shares

    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).

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

  5. period ended2025-06-30
    13F 101,780 shares
    Change vs previous 13F +35,116 shares

    0.19% of the 13F portfolio, value $1,186,755.

    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 66,664 shares
    Change vs previous 13F +55,813 shares

    0.25% of the 13F portfolio, value $837,300.

    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).

  7. period ended2024-12-31
    13F 10,851 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $183,707.

    13F-HR 0001420506-25-000335 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).