account_balance
Investment manager · 13F filer · SEC CIK 1877963
Khrom Capital Management LLC
Reported value$1.19Bas of Jun 30, 2026
Positions15 3 new, 2 sold out
Top 10 weight91.3%COF alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
COFCapital One Finl Corp
14.9%Added +8%
DASHDoordash Inc
14.8%Added +41%
GXOGxo Logistics Incorporated
12.1%Added +43%
HCIHci Group Inc
10.1%Added +19%
AMCRAmcor PLC
9.0%
MDLNMedline Inc
8.0%Added +246%
SNXTd Synnex Corporation
6.8%Trimmed −50%
RGAReinsurance Group Amer Inc
6.2%Added +19%
LRNStride Inc
5.4%
THCTenet Healthcare Corp
3.8%New
UHSUniversal HLTH SVCS Inc
3.3%Added +57%
SYF2.5%COFCapital One Finl Corp
14.9%Added +8%
DASHDoordash Inc
14.8%Added +41%
GXO12.1%HCI10.1%AMCR9.0%MDLN8.0%SNX6.8%RGA6.2%LRN5.4%THC3.8%UHS3.3%SYFBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
COF Capital One Finl Corp 14.9% Added +8%DASH Doordash Inc 14.8% Added +41%GXO Gxo Logistics Incorporated 12.1% Added +43%HCI Hci Group Inc 10.1% Added +19%AMCR Amcor PLC 9.0% HeldMDLN Medline Inc 8.0% Added +246%SNX Td Synnex Corporation 6.8% Trimmed −50%RGA Reinsurance Group Amer Inc 6.2% Added +19%LRN Stride Inc 5.4% HeldTHC Tenet Healthcare Corp 3.8% NewUHS Universal HLTH SVCS Inc 3.3% Added +57%SYF Synchrony Financial 2.5% Trimmed −23%
What changed