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Khrom Capital Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,193,528,657
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CAPITAL ONE FINL CORP · COM · 14040H105 · shares: $177,994,277
- DOORDASH INC · CL A · 25809K105 · shares: $177,013,724
- GXO LOGISTICS INCORPORATED · COMMON STOCK · 36262G101 · shares: $144,653,032
- HCI GROUP INC · COM · 40416E103 · shares: $121,053,762
- AMCOR PLC · COM NEW · G0250X149 · shares: $107,685,518
- MEDLINE INC · COM CL A · 58507V107 · shares: $96,061,444
- TD SYNNEX CORPORATION · COM · 87162W100 · shares: $81,141,433
- REINSURANCE GROUP AMER INC · COM NEW · 759351604 · shares: $73,865,891
- STRIDE INC · COM · 86333M108 · shares: $64,694,316
- TENET HEALTHCARE CORP · COM NEW · 88033G407 · shares: $45,669,595
Reported holdings
15 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 887,221 shares | $177,994,277 |
| DOORDASH INC | CL A | 25809K105 | — | 959,268 shares | $177,013,724 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | — | 2,853,117 shares | $144,653,032 |
| HCI GROUP INC | COM | 40416E103 | — | 690,749 shares | $121,053,762 |
| AMCOR PLC | COM NEW | G0250X149 | — | 2,484,095 shares | $107,685,518 |
| MEDLINE INC | COM CL A | 58507V107 | — | 2,435,635 shares | $96,061,444 |
| TD SYNNEX CORPORATION | COM | 87162W100 | — | 303,514 shares | $81,141,433 |
| REINSURANCE GROUP AMER INC | COM NEW | 759351604 | — | 347,359 shares | $73,865,891 |
| STRIDE INC | COM | 86333M108 | — | 750,166 shares | $64,694,316 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | — | 244,118 shares | $45,669,595 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | — | 264,994 shares | $39,401,958 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 395,023 shares | $30,041,499 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | — | 647,006 shares | $19,106,087 |
| ICON PUB LTD CO | SHS | G4705A100 | — | 61,900 shares | $10,752,649 |
| ARROW ELECTRS INC | COM | 042735100 | — | 20,587 shares | $4,393,472 |