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Equibles

Polymer Capital Management (US) LLC

Position in EVEX — Eve Holding, Inc.

CIK 1973324 NEW YORK, NY
Back to EVEX Full portfolio

Position in EVEX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$32,860
-$36,346 QoQ
Shares Held
13,092
-53.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 147 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in EVEX Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $10,740,113 across 22 Aerospace & Defense names. EVEX ranks #22 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BWXT
BWX Technologies, Inc.
 8,755 $1,704,160
2 MOG-A
Moog Inc.
 1,981 $839,627
3 HII
Huntington Ingalls Industries, Inc.
 2,751 $769,977
4 LHX
L3harris Technologies, Inc. /De/
 2,013 $584,957
5 PL
Planet Labs PBC
 17,566 $581,961
6 NOC
Northrop Grumman Corp /De/
 1,123 $571,955
7 GD
General Dynamics Corp
 1,599 $566,429
8 WWD
Woodward, Inc.
 1,261 $536,479

All Filings in EVEX

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $32,860 13,092
2026-03-31 $69,206 27,906