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
| CPRI - Capri | 17.39% | Add +104.9% | 426,747 | $41.01 | $18M | +218,475 | +$7M |
| Berry Global Group | 13.96% | Add +44.4% | 257,077 | $54.64 | $14M | +79,097 | +$4M |
| GIII - G Iii Apparel Group | 12.36% | Add +78.2% | 614,803 | $20.23 | $12M | +269,757 | +$3M |
| COF - Capital One Finl | 11.30% | Add +172.9% | 109,140 | $104.19 | $11M | +69,145 | +$6M |
| CC - Chemours | 8.72% | Reduce −25.9% | 274,051 | $32.02 | $9M | −95,689 | −$3M |
| Archaea Energy · CL A | 7.53% | Add +18.8% | 487,617 | $15.53 | $8M | +77,142 | −$1M |
| Regional Mgmt | 6.83% | Add +0.3% | 183,857 | $37.37 | $7M | +485 | −$2M |
| THC - Tenet Healthcare | 4.66% | New | 89,160 | $52.56 | $5M | +89,160 | +$5M |
| M - Macys | 3.50% | Reduce −60.9% | 192,043 | $18.32 | $4M | −299,370 | −$8M |
| HCA - Hca Healthcare | 3.34% | New | 20,000 | $168.05 | $3M | +20,000 | +$3M |
| TROX - Tronox | 3.22% | New | 192,628 | $16.80 | $3M | +192,628 | +$3M |
| TPR - Tapestry | 2.67% | New | 87,986 | $30.52 | $3M | +87,986 | +$3M |
| TOL - Toll Brothers | 1.82% | New | 41,007 | $44.60 | $2M | +41,007 | +$2M |
| Container Store Group | 1.75% | Add +173.7% | 283,388 | $6.23 | $2M | +179,837 | +$920K |
| DXLG - Destination Xl Group | 0.97% | Reduce −52.3% | 288,124 | $3.39 | $977K | −315,452 | −$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CRI - Carters | 2.03% | Exit | 0 | $92.00 | $2M | −19,000 | −$2M |
| PRTSEUR - Carparts | 1.67% | Exit | 0 | $6.70 | $1M | −214,048 | −$1M |
| PHM - Pulte Group | 1.65% | Exit | 0 | $41.89 | $1M | −33,900 | −$1M |
| Tillys · CL A | 0.61% | Exit | 0 | $9.37 | $522K | −55,721 | −$522K |
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