Polymer Capital Management (US) LLC
Position in AEO — American Eagle Outfitters Inc
CIK 1973324
NEW YORK, NY
Position in AEO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,284,366
+$605,181 QoQ
Shares Held
132,812
+32.1% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#104
of 343 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEO Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $12,399,005 across 8 Apparel Retail names. AEO ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
|
17,719 | $3,771,489 | |
| 2 | AEO |
American Eagle Outfitters Inc
This page
|
132,812 | $2,284,366 | |
| 3 | URBN |
Urban Outfitters Inc
|
30,854 | $2,186,314 | |
| 4 | BURL |
Burlington Stores, Inc.
|
4,919 | $1,558,339 | |
| 5 | LULU |
lululemon athletica inc.
|
8,337 | $951,918 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
7,535 | $629,021 | |
| 7 | GAP |
Gap Inc
|
33,354 | $623,052 | |
| 8 | TJX |
Tjx Companies Inc /De/
|
2,604 | $394,506 |
All Filings in AEO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,284,366 | 132,812 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,679,185 | 100,550 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,276,733 | 86,338 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $868,400 | 50,754 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $96,536 | 10,035 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||