Polymer Capital Management (US) LLC: NI position timeline

Polymer Capital Management (US) LLC held 160,000 NI 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 160,000 shares

   Change vs previous 13F +85,000 shares

   1.13% of the 13F portfolio, value $7,608,000.

   13F-HR 0001973324-26-000009 filed by Polymer Capital Management (US) LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 75,000 shares

   Change vs previous 13F -50,000 shares

   0.52% of the 13F portfolio, value $3,499,500.

   13F-HR 0001973324-26-000007 filed by Polymer Capital Management (US) LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 125,000 shares

   Change vs previous 13F -147,500 shares

   0.67% of the 13F portfolio, value $5,220,000.

   13F-HR 0001973324-26-000003 filed by Polymer Capital Management (US) LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 272,500 shares

   Change vs previous 13F +89,500 shares

   1.57% of the 13F portfolio, value $11,799,250.

   13F-HR 0001973324-25-000011 filed by Polymer Capital Management (US) LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 183,000 shares

   Change vs previous 13F +3,000 shares

   1.21% of the 13F portfolio, value $7,382,220.

   13F-HR 0001641447-25-000003 filed by Polymer Capital Management (US) LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 180,000 shares

   Change vs previous 13F -195,000 shares

   2.18% of the 13F portfolio, value $7,216,200.

   13F-HR 0001973324-25-000006 filed by Polymer Capital Management (US) LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 375,000 shares

   Change vs previous 13F not available

   4.42% of the 13F portfolio, value $13,785,000.

   13F-HR 0001420506-25-000335 filed by Polymer Capital Management (US) LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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