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
Book
| M - Macys | 13.91% | Reduce −25.2% | 491,413 | $24.36 | $12M | −165,836 | −$5M |
| CC - Chemours | 13.53% | Add +61.2% | 369,740 | $31.48 | $12M | +140,400 | +$4M |
| CPRI - Capri | 12.44% | Add +15.1% | 208,272 | $51.39 | $11M | +27,400 | −$1M |
| Berry Global Group | 11.99% | Add +7.8% | 177,980 | $57.96 | $10M | +12,880 | −$2M |
| GIII - G Iii Apparel Group | 10.85% | Add +8.9% | 345,046 | $27.05 | $9M | +28,151 | +$574K |
| Archaea Energy · CL A | 10.46% | Reduce −4.2% | 410,475 | $21.93 | $9M | −18,000 | +$1M |
| Regional Mgmt | 10.35% | Add +5.3% | 183,372 | $48.57 | $9M | +9,233 | −$1M |
| COF - Capital One Finl | 6.10% | Add +56.4% | 39,995 | $131.29 | $5M | +14,424 | +$2M |
| DXLG - Destination Xl Group | 3.42% | Add +53.8% | 603,576 | $4.88 | $3M | +211,112 | +$716K |
| CRI - Carters | 2.03% | New | 19,000 | $92.00 | $2M | +19,000 | +$2M |
| PRTSEUR - Carparts | 1.67% | Hold | 214,048 | $6.70 | $1M | — | — |
| PHM - Pulte Group | 1.65% | New | 33,900 | $41.89 | $1M | +33,900 | +$1M |
| Container Store Group | 0.98% | New | 103,551 | $8.17 | $846K | +103,551 | +$846K |
| Tillys · CL A | 0.61% | New | 55,721 | $9.37 | $522K | +55,721 | +$522K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Herbalife Nutrition | 4.78% | Exit | 0 | $40.93 | $5M | −115,690 | −$5M |
| PLCE - Childrens Pl | 3.78% | Exit | 0 | $79.29 | $4M | −47,184 | −$4M |
| TPR - Tapestry | 2.71% | Exit | 0 | $40.61 | $3M | −66,000 | −$3M |
| CHCO - Party City Holdco | 1.57% | Exit | 0 | $5.57 | $2M | −279,096 | −$2M |
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