Khrom Capital Management LLC
Eric Khrom Miami Beach, FL 19 13Fs · since 2021 Q3
- AUM $1.1B
- positions 14
- period 2026 Q1
- QoQ +13.6%
- top 5 52.8%
- qoq N 6 E 6 A 4 R 3
- CAPITAL ONE FINL CORP - COF 13.7%
- ACADIA HEALTHCARE COMPANY IN - ACHC 11.1%
- GXO LOGISTICS INCORPORATED 9.4%
- DOORDASH INC - DASH 9.3%
- TD SYNNEX CORPORATION - SNX 9.3%
- AMCOR PLC 9.0%
- HCI GROUP INC 8.2%
- STRIDE INC 6.1%
- REINSURANCE GROUP AMER INC - RGA 5.5%
- LIVE NATION ENTERTAINMENT IN - LYV 5.0%
- SOLENO THERAPEUTICS INC 4.6%
- SYNCHRONY FINANCIAL - SYF 3.2%
- Other 5.6%
AUM over time
Holdings value
Latest book
| CAPITAL ONE FINL CORP - COF | 13.68% | New | 819,826 | $182.43 | $150M | +819,826 | +$150M |
| ACADIA HEALTHCARE COMPANY IN - ACHC | 11.11% | Reduce −29.3% | 5,194,625 | $23.39 | $122M | −2,156,409 | +$17M |
| GXO LOGISTICS INCORPORATED | 9.43% | Add +63.5% | 1,988,383 | $51.85 | $103M | +772,010 | +$39M |
| DOORDASH INC - DASH | 9.32% | New | 678,400 | $150.15 | $102M | +678,400 | +$102M |
| TD SYNNEX CORPORATION - SNX | 9.31% | Add +10.3% | 603,506 | $168.71 | $102M | +56,169 | +$20M |
| AMCOR PLC | 9.03% | New | 2,484,095 | $39.75 | $99M | +2,484,095 | +$99M |
| HCI GROUP INC | 8.21% | Add +3.6% | 580,268 | $154.61 | $90M | +20,000 | −$18M |
| STRIDE INC | 6.05% | Add +109.4% | 750,166 | $88.17 | $66M | +391,962 | +$43M |
| REINSURANCE GROUP AMER INC - RGA | 5.45% | New | 291,817 | $204.16 | $60M | +291,817 | +$60M |
| LIVE NATION ENTERTAINMENT IN - LYV | 4.95% | Add +1.4% | 354,821 | $152.51 | $54M | +5,000 | +$4M |
| SOLENO THERAPEUTICS INC | 4.63% | New | 1,511,481 | $33.48 | $51M | +1,511,481 | +$51M |
| SYNCHRONY FINANCIAL - SYF | 3.20% | Reduce −44.6% | 515,023 | $68.02 | $35M | −415,403 | −$43M |
| MEDLINE INC - MDLN | 2.86% | New | 703,137 | $44.50 | $31M | +703,137 | +$31M |
| UNIVERSAL HLTH SVCS INC - UHS | 2.77% | Reduce −26.8% | 169,140 | $178.97 | $30M | −61,865 | −$20M |
| AMCOR PLC | — | Exit | 0 | $8.34 | — | −17,712,315 | −$148M |
| TENET HEALTHCARE CORP - THC | — | Exit | 0 | $198.72 | — | −504,279 | −$100M |
| CREDIT ACCEP CORP MICH - CACC | — | Exit | 0 | $443.46 | — | −138,215 | −$61M |
| UNITED AIRLS HLDGS INC - UAL | — | Exit | 0 | $111.82 | — | −418,280 | −$47M |
| SIGNET JEWELERS LIMITED | — | Exit | 0 | $82.88 | — | −387,042 | −$32M |
| LGI HOMES INC | — | Exit | 0 | $42.96 | — | −342,448 | −$15M |
* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q4. Click column headers to sort · click New / Exit / Add / Reduce to promote that move type to the top. Among managers we track.
filings history
19 periods · normalized AUM · click period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q1 | 14 | $1.1B | +13.6% | 13F-HR | 5/15/2026 | 000117266126002292 |
| 2025 Q4 | 14 | $962M | 0.0% | 13F-HR | 2/17/2026 | 000117266126001060 |
| 2025 Q3 | 13 | $962M | +7.2% | 13F-HR | 11/14/2025 | 000117266125004978 |
| 2025 Q2 | 13 | $897M | +19.9% | 13F-HR | 8/14/2025 | 000117266125003404 |
| 2025 Q1 | 16 | $748M | −15.3% | 13F-HR | 5/15/2025 | 000117266125002181 |
| 2024 Q4 | 18 | $883M | +12.2% | 13F-HR | 2/14/2025 | 000117266125000954 |
| 2024 Q3 | 16 | $787M | +48.8% | 13F-HR | 11/14/2024 | 000117266124004999 |
| 2024 Q2 | 16 | $529M | +26.0% | 13F-HR | 8/14/2024 | 000117266124003508 |
| 2024 Q1 | 14 | $420M | +31.7% | 13F-HR | 5/15/2024 | 000117266124002390 |
| 2023 Q4 | 14 | $319M | +54.1% | 13F-HR | 2/14/2024 | 000142050624000410 |
| 2023 Q3 | 12 | $207M | +12.5% | 13F-HR | 11/14/2023 | 000142050623002153 |
| 2023 Q2 | 10 | $184M | +41.5% | 13F-HR | 8/14/2023 | 000142050623001681 |
| 2023 Q1 | 11 | $130M | +23.8% | 13F-HR | 5/15/2023 | 000142050623001027 |
| 2022 Q4 | 9 | $105M | −4.5% | 13F-HR | 2/14/2023 | 000187796323000005 |
| 2022 Q3 | 12 | $110M | +8.9% | 13F-HR | 11/14/2022 | 000187796322000005 |
| 2022 Q2 | 15 | $101M | +17.4% | 13F-HR | 8/15/2022 | 000187796322000004 |
| 2022 Q1 | 14 | $86M | −13.1% | 13F-HR | 5/16/2022 | 000187796322000002 |
| 2021 Q4 | 15 | $99M | −18.2% | 13F-HR | 2/14/2022 | 000187796322000001 |
| 2021 Q3 | 20 | $121M | — | 13F-HR | 11/15/2021 | 000187796321000011 |
About
Khrom Capital Management LLC
19 processed 13Fs · since 2021 Q3