Polymer Capital Management’s Global Industrial GIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
8,469
-3,421
-29% -$92.4K 0.03% 453
2025
Q1
$266K Buy
+11,890
New +$266K 0.07% 365