Khrom Capital Management LLC 13F Holdings · Q2 2026
Khrom Capital Management LLC reported 15 securities worth $1.19B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: COF (14.91%), DASH (14.83%), GXO (12.12%). Among its top 25 positions this quarter: 3 new, 7 added, 3 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COF | CAPITAL ONE FINL CORP | $178.0M | 14.91% | 887,221 | Added |
| 2 | DASH | DOORDASH INC | $177.0M | 14.83% | 959,268 | Added |
| 3 | GXO | GXO LOGISTICS INCORPORATED | $144.7M | 12.12% | 2.9M | Added |
| 4 | HCI | HCI GROUP INC | $121.1M | 10.14% | 690,749 | Added |
| 5 | AMCR | AMCOR PLC | $107.7M | 9.02% | 2.5M | Hold |
| 6 | MDLN | MEDLINE INC | $96.1M | 8.05% | 2.4M | Added |
| 7 | SNX | TD SYNNEX CORPORATION | $81.1M | 6.80% | 303,514 | Trimmed |
| 8 | RGA | REINSURANCE GROUP AMER INC | $73.9M | 6.19% | 347,359 | Added |
| 9 | LRN | STRIDE INC | $64.7M | 5.42% | 750,166 | Hold |
| 10 | THC | TENET HEALTHCARE CORP | $45.7M | 3.83% | 244,118 | New |
| 11 | UHS | UNIVERSAL HLTH SVCS INC | $39.4M | 3.30% | 264,994 | Added |
| 12 | SYF | SYNCHRONY FINANCIAL | $30.0M | 2.52% | 395,023 | Trimmed |
| 13 | ACHC | ACADIA HEALTHCARE COMPANY IN | $19.1M | 1.60% | 647,006 | Trimmed |
| 14 | ICLR | ICON PUB LTD CO | $10.8M | 0.90% | 61,900 | New |
| 15 | ARW | ARROW ELECTRS INC | $4.4M | 0.37% | 20,587 | New |
| 16 | LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | Exited |
| 17 | SLNO | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR