Khrom Capital Management LLC
An institutional investment manager in Miami Beach, FL. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1877963.
- Reported value$1.19bn
- Positions15
Holdings: 15 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Capital One Finl CorpCOF | COM | 14040H105 | 178 | 14.9% | 887,221 | Added+67,395 | |
| Doordash IncDASH | CL A | 25809K105 | 177 | 14.8% | 959,268 | Added+280,868 | |
| GXO Logistics IncorporatedGXO | COMMON STOCK | 36262G101 | 145 | 12.1% | 2,853,117 | Added+864,734 | |
| HCI Group IncHCI | COM | 40416E103 | 121 | 10.1% | 690,749 | Added+110,481 | |
| Amcor plc | COM NEW | G0250X149 | 108 | 9.0% | 2,484,095 | Unchanged | |
| Medline IncMDLN | COM CL A | 58507V107 | 96.1 | 8.0% | 2,435,635 | Added+1,732,498 | |
| TD Synnex CorporationSNX | COM | 87162W100 | 81.1 | 6.8% | 303,514 | Reduced−299,992 | |
| Reinsurance Group Amer IncRGA | COM NEW | 759351604 | 73.9 | 6.2% | 347,359 | Added+55,542 | |
| Stride IncLRN | COM | 86333M108 | 64.7 | 5.4% | 750,166 | Unchanged | |
| Tenet Healthcare CorpTHC | COM NEW | 88033G407 | 45.7 | 3.8% | 244,118 | New+244,118 | |
| Universal HLTH SVCS IncUHS | CL B | 913903100 | 39.4 | 3.3% | 264,994 | Added+95,854 | |
| Synchrony FinancialSYF | COM | 87165B103 | 30.0 | 2.5% | 395,023 | Reduced−120,000 | |
| Acadia Healthcare Company inACHC | COM | 00404A109 | 19.1 | 1.6% | 647,006 | Reduced−4,547,619 | |
| Icon Pub Ltd Co | SHS | G4705A100 | 10.8 | 0.9% | 61,900 | New+61,900 | |
| Arrow Electrs IncARW | COM | 042735100 | 4.4 | 0.4% | 20,587 | New+20,587 |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Live Nation Entertainment inLYV | COM | 538034109 | 0.0 | 0.0% | 0 | Sold out−354,821 | |
| Soleno Therapeutics Inc | COM | 834203309 | 0.0 | 0.0% | 0 | Sold out−1,511,481 |
Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003446 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.