Khrom Capital Management
$1.1B Assets Reported
19 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | 819,826 | $150M | 13.7% |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 5,194,625 | $122M | 11.1% |
| GXO | GXO LOGISTICS INCORPORATED | 1,988,383 | $103M | 9.4% |
| DASH | DOORDASH INC | 678,400 | $102M | 9.3% |
| SNX | TD SYNNEX CORPORATION | 603,506 | $102M | 9.3% |
| AMCR | AMCOR PLC | 2,484,095 | $99M | 9.0% |
| HCI | HCI GROUP INC | 580,268 | $90M | 8.2% |
| LRN | STRIDE INC | 750,166 | $66M | 6.0% |
| RGA | REINSURANCE GROUP AMER INC | 291,817 | $60M | 5.4% |
| LYV | LIVE NATION ENTERTAINMENT IN | 354,821 | $54M | 4.9% |
Track Khrom Capital Management's 13F portfolio: $1.1B in reported holdings, 19 positions. Top holdings, AUM, and quarterly changes on SentiSense.