Featured 13F manager
Khrom Capital Management LLC Eric Khrom
Miami Beach, FL 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $1.2B
- 15 Positions
- 2026 Q2
- +9.2% QoQ
- Top 5 61.0%
Eric Khrom files Khrom Capital Management LLC as a Form 13F. The latest book is 2026 Q2 at $1.2B, up 9.2% QoQ, led by Capital One Finl, Doordash, and Gxo Logistics.
Portfolio
top 5 61.0% · top 10 91.3%
- COF - Capital One Finl 14.9%
- DASH - Doordash · CL A 14.8%
- GXO - Gxo Logistics 12.1%
- HCI - HCI Group 10.2%
- AMCR - Amcor 9.0%
- MDLN - Medline · CL A 8.1%
- SNX - Td Synnex 6.8%
- RGA - Reinsurance Group Amer 6.2%
- LRN - Stride 5.4%
- THC - Tenet Healthcare 3.8%
- UHS - Universal Hlth Svcs · CL B 3.3%
- SYF - Synchrony Financial 2.5%
- Other 2.9%
AUM over time
Latest book
| COF - Capital One Finl | 14.91% | Add +8.2% | 887,221 | $200.62 | $178M | +67,395 | +$28M |
| DASH - Doordash · CL A | 14.83% | Add +41.4% | 959,268 | $184.53 | $177M | +280,868 | +$75M |
| GXO - Gxo Logistics | 12.12% | Add +43.5% | 2,853,117 | $50.70 | $145M | +864,734 | +$42M |
| HCI - HCI Group | 10.14% | Add +19.0% | 690,749 | $175.25 | $121M | +110,481 | +$31M |
| AMCR - Amcor | 9.02% | Hold | 2,484,095 | $43.35 | $108M | — | — |
| MDLN - Medline · CL A | 8.05% | Add +246.4% | 2,435,635 | $39.44 | $96M | +1,732,498 | +$65M |
| SNX - Td Synnex | 6.80% | Reduce −49.7% | 303,514 | $267.34 | $81M | −299,992 | −$21M |
| RGA - Reinsurance Group Amer | 6.19% | Add +19.0% | 347,359 | $212.65 | $74M | +55,542 | +$14M |
| LRN - Stride | 5.42% | Hold | 750,166 | $86.24 | $65M | — | — |
| THC - Tenet Healthcare | 3.83% | New | 244,118 | $187.08 | $46M | +244,118 | +$46M |
| UHS - Universal Hlth Svcs · CL B | 3.30% | Add +56.7% | 264,994 | $148.69 | $39M | +95,854 | +$9M |
| SYF - Synchrony Financial | 2.52% | Reduce −23.3% | 395,023 | $76.05 | $30M | −120,000 | −$5M |
| ACHC — | 1.60% | Reduce −87.5% | 647,006 | $29.53 | $19M | −4,547,619 | −$102M |
| ICLR - Icon Pub | 0.90% | New | 61,900 | $173.71 | $11M | +61,900 | +$11M |
| ARW - Arrow Electrs | 0.37% | New | 20,587 | $213.41 | $4M | +20,587 | +$4M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LYV - Live Nation | 4.95% | Exit | 0 | $152.51 | $54M | −354,821 | −$54M |
| SLNOEUR - Soleno Therapeutics | 4.63% | Exit | 0 | $33.48 | $51M | −1,511,481 | −$51M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 15 | $1.2B | +9.2% | 13F-HR | 8/14/2026 | 000117266126003446 |
| 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
20 processed 13Fs on this site · 2021 Q3–2026 Q2