Polymer Capital Management (US) LLC
Position in NOC — Northrop Grumman Corp /De/
CIK 1973324
NEW YORK, NY
Position in NOC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$807,772
-$253,959 QoQ
Shares Held
1,184
-36.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NOC Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Polymer Capital Management (US) LLC holds $16,640,447 across 23 Aerospace & Defense names. NOC ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
17,444 | $3,471,879 | |
| 2 | GD |
General Dynamics Corp
|
3,706 | $1,271,973 | |
| 3 | FTAI |
FTAI Aviation Ltd.
|
4,100 | $1,004,500 | |
| 4 | ACHR |
Archer Aviation Inc.
|
173,639 | $897,713 | |
| 5 | VVX |
V2X, Inc.
|
13,021 | $891,938 | |
| 6 | WWD |
Woodward, Inc.
|
2,366 | $846,838 | |
| 7 | CW |
Curtiss Wright Corp
|
1,190 | $810,532 | |
| 8 | NOC |
Northrop Grumman Corp /De/
This page
|
1,184 | $807,772 |
All Filings in NOC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $807,772 | 1,184 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,061,731 | 1,862 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||