Polymer Capital Management (US) LLC
Position in BHE — Benchmark Electronics Inc
CIK 1973324
NEW YORK, NY
Position in BHE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$553,440
-$331,354 QoQ
Shares Held
5,609
-64.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#178
of 330 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHE Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $13,492,988 across 12 Electronic Components names. BHE ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLW |
Corning Inc /Ny
|
26,310 | $6,720,363 | |
| 2 | RAL |
Ralliant Corp
|
42,948 | $3,162,261 | |
| 3 | OUST |
Ouster, Inc.
|
9,563 | $597,878 | |
| 4 | BHE |
Benchmark Electronics Inc
This page
|
5,609 | $553,440 | |
| 5 | LFUS |
Littelfuse Inc /De
|
1,040 | $473,543 | |
| 6 | TEL |
TE Connectivity plc
|
2,126 | $428,622 | |
| 7 | VICR |
Vicor Corp
|
945 | $358,892 | |
| 8 | JBL |
Jabil Inc
|
833 | $321,104 |
All Filings in BHE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,440 | 5,609 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $884,794 | 15,783 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||