PCM
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Polymer Capital Management’s Marcus Corp MCS Stock Holding History

Polymer Capital Management’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,173
Closed -$175K – 852
2026
Q1 		$175K Sell
10,173
-5,155
-34% -$82.4K 0.02% 750
2025
Q4 		$238K Sell
15,328
-9,091
-37% -$135K 0.03% 680
2025
Q3 		$379K Buy
24,419
+1,726
+8% +$27.7K 0.04% 498
2025
Q2 		$383K Sell
22,693
-3,863
-15% -$65.2K 0.05% 369
2025
Q1 		$443K Buy
26,556
+15,186
+134% +$293K 0.11% 229
2024
Q4 		$244K Buy
+11,370
New +$226K 0.07% 213

Other funds holding MCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Polymer Capital Management sold out of Marcus Corp (MCS) in Q2 2026, closing a stake of 10,173 shares — an estimated $175K sold.

Polymer Capital Management first reported a position in MCS in Q4 2024 and held it in 6 quarters. The position peaked at $443K in Q1 2025. 140 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

  • Polymer Capital Management reported no remaining Marcus Corp position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 10,173 Marcus Corp shares in Q2 2026, an estimated $175K.
  • Polymer Capital Management first reported a position in Marcus Corp in Q4 2024 and held it in 6 quarters.
  • Polymer Capital Management's Marcus Corp position peaked at $443K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

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