Khrom Capital Management LLC
Net seller this quarter
$1.19B
15
-$55.4M
91.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COF | $178M | 14.91% | 0.14% | +8.2% | Q2 2021 |
 DASH | $177M | 14.83% | Not reported | +41.4% | Q1 2026 |
 GXO | $145M | 12.12% | 2.49% | +43.5% | Q4 2025 |
 HCI | $121M | 10.14% | 5.54% | +19.0% | Q4 2023 |
 AMCR | $108M | 9.02% | 0.54% | Not reported | Q2 2025 |
 MDLN | $96.1M | 8.05% | Not reported | +246.4% | Q1 2026 |
 SNX | $81.1M | 6.80% | 0.38% | -49.7% | Q1 2023 |
 RGA | $73.9M | 6.19% | 0.53% | +19.0% | Q1 2026 |
 LRN | $64.7M | 5.42% | 1.81% | Not reported | Q4 2025 |
 THC | $45.7M | 3.83% | 0.28% | Not reported | Q2 2022 |
 UHS | $39.4M | 3.30% | Not reported | +56.7% | Q3 2025 |
 SYF | $30M | 2.52% | 0.12% | -23.3% | Q4 2022 |
 ACHC | $19.1M | 1.60% | 0.71% | -87.5% | Q4 2024 |
 ICLR | $10.8M | 0.90% | 0.08% | New | Q2 2026 |
 ARW | $4.39M | 0.37% | 0.04% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| COF | $150M | 13.68% | 0.13% | Not reported | Q2 2021 |
| ACHC | $122M | 11.11% | 5.72% | -29.3% | Q4 2024 |
| GXO | $103M | 9.43% | 1.73% | +63.5% | Q4 2025 |
| DASH | $102M | 9.32% | Not reported | New | Q1 2026 |
| SNX | $102M | 9.31% | 0.75% | +10.3% | Q1 2023 |
| AMCR | $98.7M | 9.03% | 0.54% | -29.9% | Q2 2025 |
| HCI | $89.7M | 8.21% | 4.50% | +3.6% | Q4 2023 |
| LRN | $66.1M | 6.05% | 1.76% | +109.4% | Q4 2025 |
| RGA | $59.6M | 5.45% | 0.45% | New | Q1 2026 |
 LYV | $54.1M | 4.95% | 0.15% | +1.4% | Q3 2024 |
| SLNO | $50.6M | 4.63% | 2.92% | New | Q1 2026 |
| SYF | $35M | 3.20% | 0.15% | -44.7% | Q4 2022 |
| MDLN | $31.3M | 2.86% | Not reported | New | Q1 2026 |
| UHS | $30.3M | 2.77% | Not reported | -26.8% | Q3 2025 |
| Q4 2025 | |||||
| AMCR | $148M | 15.36% | 0.77% | Not reported | Q2 2025 |
| HCI | $107M | 11.17% | 4.31% | -19.4% | Q4 2023 |
| ACHC | $104M | 10.84% | 8.13% | +45.9% | Q4 2024 |
| THC | $100M | 10.42% | 0.57% | Not reported | Q2 2022 |
| SNX | $82.2M | 8.55% | 0.67% | Not reported | Q1 2023 |
| SYF | $77.6M | 8.07% | 0.27% | -25.6% | Q4 2022 |
| GXO | $64M | 6.66% | 1.06% | New | Q4 2025 |
 CACC | $61.3M | 6.37% | 1.29% | +24.3% | Q1 2025 |
| UHS | $50.4M | 5.24% | Not reported | -34.0% | Q3 2025 |
| LYV | $49.8M | 5.18% | 0.15% | Not reported | Q3 2024 |
 UAL | $46.8M | 4.86% | 0.13% | +47.9% | Q4 2024 |
 SIG | $32.1M | 3.34% | 0.95% | -34.1% | Q2 2023 |
| LRN | $23.3M | 2.42% | 0.84% | New | Q4 2025 |
 LGIH | $14.7M | 1.53% | 1.48% | -27.8% | Q2 2024 |
| Q3 2025 | |||||
| AMCR | $145M | 15.06% | 0.77% | +21.0% | Q2 2025 |
| HCI | $133M | 13.85% | 5.36% | -9.2% | Q4 2023 |
| ACHC | $125M | 12.96% | 5.57% | +103.0% | Q4 2024 |
| THC | $102M | 10.64% | 0.57% | -9.1% | Q2 2022 |
| SNX | $89.6M | 9.31% | 0.67% | -13.6% | Q1 2023 |
| SYF | $88.8M | 9.23% | 0.35% | -34.0% | Q4 2022 |
| UHS | $71.6M | 7.44% | Not reported | New | Q3 2025 |
| SIG | $56.3M | 5.85% | 1.43% | Not reported | Q2 2023 |
| CACC | $51.9M | 5.40% | 1.01% | +18.1% | Q1 2025 |
| ARW | $28.2M | 2.93% | 0.45% | +1.1% | Q4 2023 |
| UAL | $27.3M | 2.84% | 0.09% | -73.8% | Q4 2024 |
| LGIH | $24.5M | 2.55% | 2.06% | -29.4% | Q2 2024 |
 INGM | $18.7M | 1.94% | 0.37% | -0.2% | Q4 2024 |