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
| Berry Global Group | 15.82% | Add +38.6% | 747,929 | $67.39 | $50M | +208,281 | +$17M |
| SNX - Td Synnex | 15.29% | Add +76.9% | 452,447 | $107.61 | $49M | +196,734 | +$23M |
| Signet Jewelers | 14.65% | Add +18.1% | 435,150 | $107.26 | $47M | +66,615 | +$20M |
| Discover Finl Svcs | 12.56% | Reduce −5.2% | 355,807 | $112.40 | $40M | −19,556 | +$7M |
| THC - Tenet Healthcare | 10.06% | Add +69.5% | 424,018 | $75.57 | $32M | +173,903 | +$16M |
| HUM - Humana | 9.15% | New | 63,646 | $457.81 | $29M | +63,646 | +$29M |
| CC - Chemours | 8.63% | Add +0.7% | 871,025 | $31.54 | $27M | +5,730 | +$3M |
| SYF - Synchrony Financial | 4.14% | Reduce −44.6% | 345,263 | $38.19 | $13M | −278,050 | −$6M |
| ARW - Arrow Electrs | 3.61% | New | 94,020 | $122.25 | $11M | +94,020 | +$11M |
| Regional Mgmt | 1.87% | Reduce −12.7% | 236,978 | $25.08 | $6M | −34,493 | −$2M |
| NPWR - Net Power · CL A | 1.28% | New | 402,096 | $10.10 | $4M | +402,096 | +$4M |
| Kemper | 1.26% | New | 82,743 | $48.67 | $4M | +82,743 | +$4M |
| SEE - Sealed Air | 1.13% | Reduce −69.4% | 98,983 | $36.52 | $4M | −224,677 | −$7M |
| HCI - HCI Group | 0.56% | New | 20,232 | $87.40 | $2M | +20,232 | +$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TROX - Tronox | 3.05% | Exit | 0 | $13.44 | $6M | −470,213 | −$6M |
| Target Hospitality | 1.77% | Exit | 0 | $15.88 | $4M | −231,572 | −$4M |
| GFF - Griffon | 0.74% | Exit | 0 | $39.67 | $2M | −38,493 | −$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