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
| CC - Chemours | 14.75% | Add +54.6% | 3,456,626 | $22.57 | $78M | +1,220,967 | +$19M |
| Berry Global Group | 13.79% | Add +15.2% | 1,240,083 | $58.85 | $73M | +163,613 | +$8M |
| SNX - Td Synnex | 12.06% | Add +7.8% | 552,752 | $115.40 | $64M | +40,000 | +$6M |
| Signet Jewelers | 11.03% | New | 651,448 | $89.58 | $58M | +651,448 | +$58M |
| HCI - HCI Group | 10.23% | Add +225.3% | 587,204 | $92.17 | $54M | +406,698 | +$33M |
| Discover Finl Svcs | 8.01% | Reduce −2.9% | 324,065 | $130.81 | $42M | −9,740 | −$1M |
| THC - Tenet Healthcare | 6.79% | Reduce −16.5% | 270,223 | $133.03 | $36M | −53,295 | +$2M |
| ARW - Arrow Electrs | 6.62% | Add +37.2% | 289,921 | $120.76 | $35M | +78,656 | +$8M |
| Kemper | 4.96% | Add +4.1% | 442,513 | $59.33 | $26M | +17,251 | −$78K |
| Lgi Homes | 4.06% | New | 239,997 | $89.49 | $21M | +239,997 | +$21M |
| ABG - Asbury Automotive Group | 2.75% | New | 63,948 | $227.87 | $15M | +63,948 | +$15M |
| SHC - Sotera Health | 1.81% | Reduce −33.7% | 807,416 | $11.87 | $10M | −410,393 | −$5M |
| SYF - Synchrony Financial | 1.06% | Reduce −0.2% | 119,002 | $47.19 | $6M | −270 | +$473K |
| NPWR - Net Power · CL A | 0.82% | Add +9.6% | 440,596 | $9.83 | $4M | +38,500 | −$249K |
| HGV - Hilton Grand Vacations | 0.73% | New | 95,773 | $40.43 | $4M | +95,773 | +$4M |
| Regional Mgmt | 0.52% | Reduce −52.8% | 96,494 | $28.74 | $3M | −107,737 | −$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| HUM - Humana | 9.34% | Exit | 0 | $346.72 | $39M | −113,195 | −$39M |
| CPRI - Capri | 4.21% | Exit | 0 | $45.30 | $18M | −390,304 | −$18M |
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