Holders — by stockHoldings — by fund
Khrom Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1877963
$1.19B
disclosed book value
15
positions
14.9%
largest position share
Positions, as of 2026-06-30
top 15 of 15 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | COFCAPITAL ONE FINL CORP | 887,221 | $178.0M | 14.9% |
| 2 | DASHDOORDASH INC | 959,268 | $177.0M | 14.8% |
| 3 | GXOGXO LOGISTICS INCORPORATED | 2.9M | $144.7M | 12.1% |
| 4 | HCIHCI GROUP INC | 690,749 | $121.1M | 10.1% |
| 5 | AMCOR PLC | 2.5M | $107.7M | 9% |
| 6 | MDLNMEDLINE INC | 2.4M | $96.1M | 8% |
| 7 | SNXTD SYNNEX CORPORATION | 303,514 | $81.1M | 6.8% |
| 8 | RGAREINSURANCE GROUP AMER INC | 347,359 | $73.9M | 6.2% |
| 9 | LRNSTRIDE INC | 750,166 | $64.7M | 5.4% |
| 10 | THCTENET HEALTHCARE CORP | 244,118 | $45.7M | 3.8% |
| 11 | UHSUNIVERSAL HLTH SVCS INC | 264,994 | $39.4M | 3.3% |
| 12 | SYFSYNCHRONY FINANCIAL | 395,023 | $30.0M | 2.5% |
| 13 | ACHCACADIA HEALTHCARE COMPANY IN | 647,006 | $19.1M | 1.6% |
| 14 | ICON PUB LTD CO | 61,900 | $10.8M | 0.9% |
| 15 | ARWARROW ELECTRS INC | 20,587 | $4.4M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.