Khrom Capital Management LLC 13F holdings
Khrom Capital Management LLC reported 15 positions with a total reported value of $1.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: COF CAPITAL ONE FINL CORP (14.9%), DASH DOORDASH INC (14.8%), GXO GXO LOGISTICS INCORPORATED (12.1%), HCI HCI GROUP INC (10.1%), AMCR AMCOR PLC (9.0%). Against 2026-03-31 it opened 3 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
15 largest of 15 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| COF CAPITAL ONE FINL CORP | 887,221 | $178.0M | 14.9% |
| DASH DOORDASH INC | 959,268 | $177.0M | 14.8% |
| GXO GXO LOGISTICS INCORPORATED | 2,853,117 | $144.7M | 12.1% |
| HCI HCI GROUP INC | 690,749 | $121.1M | 10.1% |
| AMCR AMCOR PLC | 2,484,095 | $107.7M | 9.0% |
| MDLN MEDLINE INC | 2,435,635 | $96.1M | 8.0% |
| SNX TD SYNNEX CORPORATION | 303,514 | $81.1M | 6.8% |
| REINSURANCE GROUP AMER INC | 347,359 | $73.9M | 6.2% |
| LRN STRIDE INC | 750,166 | $64.7M | 5.4% |
| THC TENET HEALTHCARE CORP | 244,118 | $45.7M | 3.8% |
| UNIVERSAL HLTH SVCS INC | 264,994 | $39.4M | 3.3% |
| SYF SYNCHRONY FINANCIAL | 395,023 | $30.0M | 2.5% |
| ACHC ACADIA HEALTHCARE COMPANY IN | 647,006 | $19.1M | 1.6% |
| ICLR ICON PUB LTD CO | 61,900 | $10.8M | 0.9% |
| ARROW ELECTRS INC | 20,587 | $4.4M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| LYV LIVE NATION ENTERTAINMENT IN | 354,821 | $54.1M | 4.9% |
| SOLENO THERAPEUTICS INC | 1,511,481 | $50.6M | 4.6% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MDLN MEDLINE INC | 703,137 | 2,435,635 | +246.4% | $96.1M |
| DASH DOORDASH INC | 678,400 | 959,268 | +41.4% | $177.0M |
| GXO GXO LOGISTICS INCORPORATED | 1,988,383 | 2,853,117 | +43.5% | $144.7M |
| HCI HCI GROUP INC | 580,268 | 690,749 | +19.0% | $121.1M |
| UNIVERSAL HLTH SVCS INC | 169,140 | 264,994 | +56.7% | $39.4M |
| COF CAPITAL ONE FINL CORP | 819,826 | 887,221 | +8.2% | $178.0M |
| REINSURANCE GROUP AMER INC | 291,817 | 347,359 | +19.0% | $73.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ACHC ACADIA HEALTHCARE COMPANY IN | 5,194,625 | 647,006 | -87.5% | $19.1M |
| SNX TD SYNNEX CORPORATION | 603,506 | 303,514 | -49.7% | $81.1M |
| SYF SYNCHRONY FINANCIAL | 515,023 | 395,023 | -23.3% | $30.0M |
CIK 1877963 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
