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
| Lgi Homes | 13.82% | 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% | 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% | Reduce −3.3% | 3,342,682 | $20.32 | $68M | −113,944 | −$10M |
| LYV - Live Nation | 6.58% | New | 473,382 | $109.49 | $52M | +473,382 | +$52M |
| Discover Finl Svcs | 6.22% | Add +7.7% | 349,065 | $140.29 | $49M | +25,000 | +$7M |
| 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% | 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 · CL A | 1.20% | Add +206.5% | 1,350,351 | $7.01 | $9M | +909,755 | +$5M |
| SYF - Synchrony Financial | 1.14% | Add +51.2% | 179,924 | $49.88 | $9M | +60,922 | +$3M |
| Regional Mgmt | 0.27% | Reduce −31.7% | 65,942 | $32.71 | $2M | −30,552 | −$616K |
| Triumph Group | 0.26% | New | 160,183 | $12.89 | $2M | +160,183 | +$2M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SHC - Sotera Health | 1.81% | Exit | 0 | $11.87 | $10M | −807,416 | −$10M |
| HGV - Hilton Grand Vacations | 0.73% | Exit | 0 | $40.43 | $4M | −95,773 | −$4M |
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