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 | 11.94% | Add +14.8% | 1,630,007 | $64.67 | $105M | +210,046 | +$9M |
| Lgi Homes | 11.09% | Add +19.4% | 1,095,801 | $89.40 | $98M | +177,698 | −$11M |
| Signet Jewelers | 10.51% | Add +24.2% | 1,149,682 | $80.71 | $93M | +224,339 | −$3M |
| HCI - HCI Group | 10.51% | Add +20.7% | 796,170 | $116.53 | $93M | +136,642 | +$22M |
| SNX - Td Synnex | 9.27% | Reduce −6.9% | 697,847 | $117.28 | $82M | −51,813 | −$8M |
| Discover Finl Svcs | 6.85% | Hold | 349,065 | $173.23 | $60M | — | — |
| UAL - United Airls | 5.85% | New | 532,000 | $97.10 | $52M | +532,000 | +$52M |
| ARW - Arrow Electrs | 5.68% | Add +23.7% | 443,225 | $113.12 | $50M | +84,863 | +$3M |
| ACHC — | 5.62% | New | 1,251,002 | $39.65 | $50M | +1,251,002 | +$50M |
| CC - Chemours | 4.18% | Reduce −34.7% | 2,183,351 | $16.90 | $37M | −1,159,331 | −$31M |
| THC - Tenet Healthcare | 3.86% | Hold | 270,223 | $126.23 | $34M | — | — |
| Kemper | 3.31% | Add +0.5% | 440,541 | $66.44 | $29M | +2,077 | +$2M |
| HCA - Hca Healthcare | 2.83% | New | 83,294 | $300.15 | $25M | +83,294 | +$25M |
| Magnera | 2.69% | New | 1,308,608 | $18.17 | $24M | +1,308,608 | +$24M |
| INGM - Ingram Micro | 2.13% | New | 968,204 | $19.39 | $19M | +968,204 | +$19M |
| CZR — | 1.83% | New | 484,485 | $33.42 | $16M | +484,485 | +$16M |
| NPWR - Net Power · CL A | 1.30% | Reduce −19.7% | 1,084,705 | $10.59 | $11M | −265,646 | +$2M |
| SHC - Sotera Health | 0.57% | New | 365,386 | $13.68 | $5M | +365,386 | +$5M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LYV - Live Nation | 6.58% | Exit | 0 | $109.49 | $52M | −473,382 | −$52M |
| ABG - Asbury Automotive Group | 1.94% | Exit | 0 | $238.58 | $15M | −63,948 | −$15M |
| SYF - Synchrony Financial | 1.14% | Exit | 0 | $49.88 | $9M | −179,924 | −$9M |
| Regional Mgmt | 0.27% | Exit | 0 | $32.71 | $2M | −65,942 | −$2M |
| Triumph Group | 0.26% | Exit | 0 | $12.89 | $2M | −160,183 | −$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