Polymer Capital Management’s Century Aluminum CENX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1,000K Buy
21,727
+11,727
+117% +$705K 0.13% 190
2026
Q1
$587K Sell
10,000
-20,000
-67% -$1M 0.06% 351
2025
Q4
$1.18M Buy
30,000
+20,703
+223% +$647K 0.12% 210
2025
Q3
$273K Sell
9,297
-14,203
-60% -$322K 0.03% 638
2025
Q2
$423K Sell
23,500
-2,197
-9% -$37.3K 0.05% 316
2025
Q1
$477K Buy
25,697
+2,197
+9% +$42.2K 0.12% 182
2024
Q4
$428K Buy
+23,500
New +$462K 0.12% 119

Other funds holding CENX

Polymer Capital Management's CENX Position: Q2 2026 in Review

Polymer Capital Management increased its Century Aluminum (CENX) stake by 117% in Q2 2026, buying an estimated $705K and bringing the position to 21,727 shares worth $1,000K. The position accounts for 0.13% of the portfolio, ranked #190.

Polymer Capital Management first reported a position in CENX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2025. 413 funds tracked by Wall St. Rank hold CENX as of Q2 2026.

  • Polymer Capital Management held 21,727 shares of Century Aluminum worth $1,000K as of Q2 2026.
  • Polymer Capital Management bought 11,727 Century Aluminum shares in Q2 2026, an estimated $705K.
  • Century Aluminum made up 0.13% of Polymer Capital Management's portfolio in Q2 2026, its #190 holding.
  • Polymer Capital Management first reported a position in Century Aluminum in Q4 2024 and has held it in 7 quarters since.
  • Polymer Capital Management's Century Aluminum position peaked at $1.18M in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Century Aluminum as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.