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Khrom Capital Management LLC

CIK 1877963 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Khrom Capital Management LLC reported 15 US-listed holdings worth $1.19 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Capital One Financial Corp. (14.9%), DoorDash, Inc. (14.8%) and GXO Logistics, Inc. (12.1%). Against the quarter before, it opened 3 positions, added to 7, trimmed 3 and sold out of 2.

Reported holdings$1.19B+9.2% on Q1 2026
Positions15+1 on Q1 2026
The largest ten91.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
COF14.9%DASH14.8%GXO12.1%HCI10.1%AMCR9.0%MDLN8.0%SNX6.8%RGA6.2%LRN5.4%THC3.8%UHS3.3%SYF2.5%ACHC1.6%ICLR0.9%

The 14 largest of its 15 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $787.4 million in 16 positions$787MQ3 24Q4 2024: $883.2 million in 18 positions$883MQ4 24Q1 2025: $748.4 million in 16 positions$748MQ1 25Q2 2025: $897.4 million in 13 positions$897MQ2 25Q3 2025: $962.3 million in 13 positions$962MQ3 25Q4 2025: $961.8 million in 14 positions$962MQ4 25Q1 2026: $1.09 billion in 14 positions$1.09BQ1 26Q2 2026: $1.19 billion in 15 positions$1.19BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 3Added 7Held 2Trimmed 3Sold out 2
Opened: 3Added: 7Held: 2Trimmed: 3Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Tenet Healthcare Corp. THC$45.7 million
  2. ICON plc ICLR$10.8 million
  3. Arrow Electronics, Inc. ARW$4.4 million

Added to 7

  1. Medline Inc. MDLN+1.7 million shares · +246%
  2. DoorDash, Inc. DASH+280,868 shares · +41%
  3. GXO Logistics, Inc. GXO+864,734 shares · +43%
  4. HCI Group, Inc. HCI+110,481 shares · +19%
  5. Universal Health Services Inc. UHS+95,854 shares · +57%
  6. Capital One Financial Corp. COF+67,395 shares · +8%
  7. Reinsurance Group of America Inc. RGA+55,542 shares · +19%

Trimmed 3

  1. Acadia Healthcare Company, Inc. ACHC-4.5 million shares · -88%
  2. TD Synnex Corp. SNX-299,992 shares · -50%
  3. Synchrony Financial SYF-120,000 shares · -23%

Sold out of 2

  1. Live Nation Entertainment, Inc. LYV$54.1 million last quarter
  2. Soleno Therapeutics Inc. SLNO$50.6 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Capital One Financial Corp. COF887,221$178.0 million14.91%+67,395
DoorDash, Inc. DASH959,268$177.0 million14.83%+280,868
GXO Logistics, Inc. GXO2,853,117$144.7 million12.12%+864,734
HCI Group, Inc. HCI690,749$121.1 million10.14%+110,481
Amcor plc AMCR2,484,095$107.7 million9.02%no change
Medline Inc. MDLN2,435,635$96.1 million8.05%+1,732,498
TD Synnex Corp. SNX303,514$81.1 million6.80%-299,992
Reinsurance Group of America Inc. RGA347,359$73.9 million6.19%+55,542
Stride, Inc. LRN750,166$64.7 million5.42%no change
Tenet Healthcare Corp. THC244,118$45.7 million3.83%new
Universal Health Services Inc. UHS264,994$39.4 million3.30%+95,854
Synchrony Financial SYF395,023$30.0 million2.52%-120,000
Acadia Healthcare Company, Inc. ACHC647,006$19.1 million1.60%-4,547,619
ICON plc ICLR61,900$10.8 million0.90%new
Arrow Electronics, Inc. ARW20,587$4.4 million0.37%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.