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Khrom Capital Management LLC Eric Khrom

Miami Beach, FL 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $1.2B
  • 15 holdings
  • 2026 Q2
  • +9.2% QoQ
  • Top 5 61.0%

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 15 holdings

Top 5 61.0%, top 10 91.3%

  1. COF, Capital One 14.9%
  2. DASH, DoorDash 14.8%
  3. GXO, Gxo Logistics 12.1%
  4. HCI, Hci Group 10.2%
  5. AMCR, Amcor 9.0%
  6. MDLN, Medline 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 Health Services 3.3%
  12. SYF, Synchrony 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 Q3 2024 Q2, filed 14 Nov, long equity only

Download CSV Download Excel All activity
Lgi Homes 13.82%, was 4.06% Add +282.5% 918,103 $118.52 $109M +678,106 +$87M
Berry Global Group 12.26% Add +14.5% 1,419,961 $67.98 $97M +179,878 +$24M
Signet Jewelers 12.12%, was 11.03% Add +42.0% 925,343 $103.14 $95M +273,895 +$37M
SNX, TD Synnex 11.43% Add +35.6% 749,660 $120.08 $90M +196,908 +$26M
HCI, Hci Group 8.97% Add +12.3% 659,528 $107.06 $71M +72,324 +$16M
CC, Chemours 8.63%, was 14.75% Reduce −3.3% 3,342,682 $20.32 $68M −113,944 −$10M
LYV, Live Nation Entertainment 6.58% New 473,382 $109.49 $52M +473,382 +$52M
Discover Financial Services 6.22% Add +7.7% 349,065 $140.29 $49M +25,000 +$6.6M
ARW, Arrow Electrs 6.05% Add +23.6% 358,362 $132.83 $48M +68,441 +$13M
THC, Tenet Healthcare 5.70% Hold 270,223 $166.20 $45M — —
Kemper 3.41%, was 4.96% Reduce −0.9% 438,464 $61.25 $27M −4,049 +$602K
ABG, Asbury Automotive Group 1.94% Hold 63,948 $238.59 $15M — —
NPWR, Net Power 1.20%, was 0.82% Add +206.5% 1,350,351 $7.01 $9.5M +909,755 +$5.1M
SYF, Synchrony 1.14%, was 1.06% Add +51.2% 179,924 $49.88 $9M +60,922 +$3.4M
Regional Management 0.27%, was 0.52% Reduce −31.7% 65,942 $32.71 $2.2M −30,552 −$616K
Triumph Group 0.26% New 160,183 $12.89 $2.1M +160,183 +$2.1M

Exits / last held

Gone since 2024 Q2, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
SHC, Sotera Health 1.81% Exit 0 $11.87 $9.6M −807,416 −$9.6M
HGV, Hilton Grand Vacations 0.73% Exit 0 $40.43 $3.9M −95,773 −$3.9M

Weight bar: held both quarters added sold at this quarter’s reported price

* 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 2024 Q2. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds 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 to 2026 Q2

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

Further reading

As an Amazon Associate, FollowTheFilings earns from qualifying purchases.

  • The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
  • One Up On Wall Street (Lynch), Peter Lynch View on Amazon

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