Institutions / Khrom Capital Management LLC
Khrom Capital Management LLC
CIK 1877963 · Institution · as of Dec 31, 2025
Portfolio value
$961.85M
Positions
14
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amcor PLC | $147.72M | 15.4% |
| HCI Group Inc. | $107.40M | 11.2% |
| Acadia Healthcare Company, Inc. | $104.31M | 10.8% |
| Tenet Healthcare Corp | $100.21M | 10.4% |
| TD SYNNEX Corp | $82.23M | 8.5% |
| Synchrony Financial | $77.63M | 8.1% |
| GXO Logistics, Inc. | $64.03M | 6.7% |
| Credit Acceptance Corp | $61.29M | 6.4% |
| Universal Health Services Inc | $50.36M | 5.2% |
| Live Nation Entertainment Inc | $49.85M | 5.2% |
| United Airlines Holdings Inc | $46.77M | 4.9% |
| Signet Jewelers Ltd | $32.08M | 3.3% |
| Stride, Inc. | $23.26M | 2.4% |
| LGI Homes Inc | $14.71M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.