Polymer Capital Management (US) LLC

Position in MKC — Mccormick & Co Inc

CIK 1973324 NEW YORK, NY

Position in MKC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$529,309

-$263,103 QoQ

Shares Held

10,498

-33.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#511

of 958 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $2,444,158 across 5 Packaged Foods names. MKC ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc.	98,626	$1,327,505
2	MKC	Mccormick & Co Inc This page	10,498	$529,309
3	SJM	J M SMUCKER Co	2,834	$318,825
4	SMPL	Simply Good Foods Co	14,098	$187,221
5	FLO	Flowers Foods Inc	10,291	$81,298

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,309	10,498	-33.2%	Shares	Sole	2026-08-14
2026-03-31	$792,412	15,710	-5.8%	Shares	Sole	2026-05-14
2025-12-31	$1,136,211	16,682	-58.9%	Shares	Sole	2026-02-17
2025-06-30	$3,077,912	40,595	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.