Position in TDG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$457,789
+$194,185 QoQ
Shares Held
395
+97.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $10,740,113 across 22 Aerospace & Defense names.
| # | 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 TDG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $457,789 | 395 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $263,604 | 200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,788,272 | 1,176 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,554,817 | 1,124 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||