Polymer Capital Management’s Orion OEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
39,298
+13,784
+54% +$145K 0.05% 275
2025
Q1
$330K Buy
+25,514
New +$330K 0.09% 321