Khrom Capital Management LLC
15 holdingsFiling period: 2026-06-30Current AUM: $1.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | COF | CAPITAL ONE FINL CORP | 887.2K | $178.0M | $183.5M | 15.00% | +67.4K | 2026-06-30 |
| 2 | DASH | DOORDASH INC | 959.3K | $177.0M | $190.2M | 15.55% | +280.9K | 2026-06-30 |
| 3 | GXO | GXO LOGISTICS INCORPORATED | 2.85M | $144.7M | $133.0M | 10.87% | +864.7K | 2026-06-30 |
| 4 | HCI | HCI GROUP INC | 690.7K | $121.1M | $128.6M | 10.52% | +110.5K | 2026-06-30 |
| 5 | — | AMCOR PLC | 2.48M | $107.7M | $107.7M | 8.80% | -- | 2026-06-30 |
| 6 | MDLN | MEDLINE INC | 2.44M | $96.1M | $78.2M | 6.39% | +1.73M | 2026-06-30 |
| 7 | SNX | TD SYNNEX CORPORATION | 303.5K | $81.1M | $79.7M | 6.51% | -299,992 | 2026-06-30 |
| 8 | RGA | REINSURANCE GROUP AMER INC | 347.4K | $73.9M | $86.3M | 7.05% | +55.5K | 2026-06-30 |
| 9 | LRN | STRIDE INC | 750.2K | $64.7M | $62.7M | 5.12% | -- | 2026-06-30 |
| 10 | THC | TENET HEALTHCARE CORP | 244.1K | $45.7M | $63.7M | 5.21% | -- | 2026-06-30 |
| 11 | UHS | UNIVERSAL HLTH SVCS INC | 265.0K | $39.4M | $46.9M | 3.83% | +95.9K | 2026-06-30 |
| 12 | SYF | SYNCHRONY FINANCIAL | 395.0K | $30.0M | $30.0M | 2.46% | -120,000 | 2026-06-30 |
| 13 | ACHC | ACADIA HEALTHCARE COMPANY IN | 647.0K | $19.1M | $17.7M | 1.45% | -4,547,619 | 2026-06-30 |
| 14 | — | ICON PUB LTD CO | 61.9K | $10.8M | $10.8M | 0.88% | -- | 2026-06-30 |
| 15 | ARW | ARROW ELECTRS INC | 20.6K | $4.4M | $4.4M | 0.36% | -- | 2026-06-30 |
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