# Khrom Capital Management LLC: Form 13F holdings

An institutional investment manager in Miami Beach, FL. SEC CIK 1877963.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.19bn
- Positions: 15 (15 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1877963/000117266126003446/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $178.0m | 14.9% | 887,221 |  | Added +67,395 |
| [DOORDASH INC (DASH)](/companies/dash.md) | CL A | $177.0m | 14.8% | 959,268 |  | Added +280,868 |
| [GXO LOGISTICS INCORPORATED (GXO)](/companies/gxo.md) | COMMON STOCK | $144.7m | 12.1% | 2,853,117 |  | Added +864,734 |
| [HCI GROUP INC (HCI)](/companies/hci.md) | COM | $121.1m | 10.1% | 690,749 |  | Added +110,481 |
| AMCOR PLC | COM NEW | $107.7m | 9.0% | 2,484,095 |  | Unchanged |
| [MEDLINE INC (MDLN)](/companies/mdln.md) | COM CL A | $96.1m | 8.0% | 2,435,635 |  | Added +1,732,498 |
| [TD SYNNEX CORPORATION (SNX)](/companies/snx.md) | COM | $81.1m | 6.8% | 303,514 |  | Reduced −299,992 |
| [REINSURANCE GROUP AMER INC (RGA)](/companies/rga.md) | COM NEW | $73.9m | 6.2% | 347,359 |  | Added +55,542 |
| [STRIDE INC (LRN)](/companies/lrn.md) | COM | $64.7m | 5.4% | 750,166 |  | Unchanged |
| [TENET HEALTHCARE CORP (THC)](/companies/thc.md) | COM NEW | $45.7m | 3.8% | 244,118 |  | New +244,118 |
| [UNIVERSAL HLTH SVCS INC (UHS)](/companies/uhs.md) | CL B | $39.4m | 3.3% | 264,994 |  | Added +95,854 |
| [SYNCHRONY FINANCIAL (SYF)](/companies/syf.md) | COM | $30.0m | 2.5% | 395,023 |  | Reduced −120,000 |
| [ACADIA HEALTHCARE COMPANY IN (ACHC)](/companies/achc.md) | COM | $19.1m | 1.6% | 647,006 |  | Reduced −4,547,619 |
| ICON PUB LTD CO | SHS | $10.8m | 0.9% | 61,900 |  | New +61,900 |
| [ARROW ELECTRS INC (ARW)](/companies/arw.md) | COM | $4.4m | 0.4% | 20,587 |  | New +20,587 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [LIVE NATION ENTERTAINMENT IN (LYV)](/companies/lyv.md) | COM | $0 | 0.0% | 0 |  | Sold out −354,821 |
| SOLENO THERAPEUTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −1,511,481 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003446. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.