Follow-The-Filings

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

2026 Q2 · filed 8/14/2026 · 15 long · top 12 shown

top 5 61.0% · top 10 91.3%

  1. COF - Capital One Finl 14.9%
  2. DASH - Doordash · CL A 14.8%
  3. GXO - Gxo Logistics 12.1%
  4. HCI - HCI Group 10.2%
  5. AMCR - Amcor 9.0%
  6. MDLN - Medline · CL A 8.1%
  7. SNX - Td Synnex 6.8%
  8. RGA - Reinsurance Group Amer 6.2%
  9. LRN - Stride 5.4%
  10. THC - Tenet Healthcare 3.8%
  11. UHS - Universal Hlth Svcs · CL B 3.3%
  12. SYF - Synchrony Financial 2.5%
  13. Other 2.9%

AUM over time

2026 Q2 $1.2B +9.2% QoQ
2021 Q3 · $121M 2021 Q3 · $121M
Q3 2021
2021 Q4 · $99M · −18.2% QoQ 2021 Q4 · $99M · −18.2% QoQ
Q4
2022 Q1 · $86M · −13.1% QoQ 2022 Q1 · $86M · −13.1% QoQ
Q1 2022
2022 Q2 · $101M · +17.4% QoQ 2022 Q2 · $101M · +17.4% QoQ
Q2
2022 Q3 · $110M · +8.9% QoQ 2022 Q3 · $110M · +8.9% QoQ
Q3
2022 Q4 · $105M · −4.5% QoQ 2022 Q4 · $105M · −4.5% QoQ
Q4
2023 Q1 · $130M · +23.8% QoQ 2023 Q1 · $130M · +23.8% QoQ
Q1 2023
2023 Q2 · $184M · +41.5% QoQ 2023 Q2 · $184M · +41.5% QoQ
Q2
2023 Q3 · $207M · +12.5% QoQ 2023 Q3 · $207M · +12.5% QoQ
Q3
2023 Q4 · $319M · +54.1% QoQ 2023 Q4 · $319M · +54.1% QoQ
Q4
2024 Q1 · $420M · +31.7% QoQ 2024 Q1 · $420M · +31.7% QoQ
Q1 2024
2024 Q2 · $529M · +26.0% QoQ 2024 Q2 · $529M · +26.0% QoQ
Q2
2024 Q3 · $787M · +48.8% QoQ 2024 Q3 · $787M · +48.8% QoQ
Q3
2024 Q4 · $883M · +12.2% QoQ 2024 Q4 · $883M · +12.2% QoQ
Q4
2025 Q1 · $748M · −15.3% QoQ 2025 Q1 · $748M · −15.3% QoQ
Q1 2025
2025 Q2 · $897M · +19.9% QoQ 2025 Q2 · $897M · +19.9% QoQ
Q2
2025 Q3 · $962M · +7.2% QoQ 2025 Q3 · $962M · +7.2% QoQ
Q3
2025 Q4 · $962M · 0.0% QoQ 2025 Q4 · $962M · 0.0% QoQ
Q4
2026 Q1 · $1.1B · +13.6% QoQ 2026 Q1 · $1.1B · +13.6% QoQ
Q1 2026
2026 Q2 · $1.2B · +9.2% QoQ 2026 Q2 · $1.2B · +9.2% QoQ
Q2

Book

2024 Q1 2023 Q4 · filed 15 May · long equity

Download CSV Download Excel All activity →
Berry Global Group 15.49% Add +43.9% 1,076,470 $60.48 $65M +328,541 +$15M
CC - Chemours 13.96% Add +156.7% 2,235,659 $26.26 $59M +1,364,634 +$31M
SNX - Td Synnex 13.79% Add +13.3% 512,752 $113.10 $58M +60,305 +$9M
Discover Finl Svcs 10.41% Reduce −6.2% 333,805 $131.09 $44M −22,002 +$4M
HUM - Humana 9.34% Add +77.9% 113,195 $346.72 $39M +49,549 +$10M
THC - Tenet Healthcare 8.09% Reduce −23.7% 323,518 $105.11 $34M −100,500 +$2M
ARW - Arrow Electrs 6.51% Add +124.7% 211,265 $129.46 $27M +117,245 +$16M
Kemper 6.26% Add +414.0% 425,262 $61.92 $26M +342,519 +$22M
HCI - HCI Group 4.98% Add +792.2% 180,506 $116.08 $21M +160,274 +$19M
CPRI - Capri 4.21% New 390,304 $45.30 $18M +390,304 +$18M
SHC - Sotera Health 3.48% New 1,217,809 $12.01 $15M +1,217,809 +$15M
SYF - Synchrony Financial 1.22% Reduce −65.5% 119,272 $43.12 $5M −225,991 −$8M
Regional Mgmt 1.18% Reduce −13.8% 204,231 $24.21 $5M −32,747 −$999K
NPWR - Net Power · CL A 1.09% Hold 402,096 $11.39 $5M — —

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Signet Jewelers 14.65% Exit 0 $107.26 $47M −435,150 −$47M
SEE - Sealed Air 1.13% Exit 0 $36.52 $4M −98,983 −$4M

* 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 2023 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Newest filings
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

Entity
Khrom Capital Management LLC
Notable person
Eric Khrom
Location
Miami Beach, FL
All SEC filings
View on sec.gov