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
| HCI - HCI Group | 15.87% | Hold | 796,170 | $149.23 | $119M | — | — |
| Berry Global Group | 15.61% | Add +2.7% | 1,673,633 | $69.81 | $117M | +43,626 | +$11M |
| SYF - Synchrony Financial | 9.85% | New | 1,392,117 | $52.94 | $74M | +1,392,117 | +$74M |
| SNX - Td Synnex | 9.81% | Add +1.2% | 706,447 | $103.96 | $73M | +8,600 | −$8M |
| THC - Tenet Healthcare | 8.47% | Add +74.4% | 471,222 | $134.50 | $63M | +200,999 | +$29M |
| UAL - United Airls | 6.86% | Add +39.7% | 743,339 | $69.05 | $51M | +211,339 | −$330K |
| ACHC — | 6.43% | Add +26.9% | 1,587,299 | $30.32 | $48M | +336,297 | −$1M |
| ARW - Arrow Electrs | 6.06% | Reduce −1.4% | 437,161 | $103.83 | $45M | −6,064 | −$5M |
| Lgi Homes | 6.06% | Reduce −37.7% | 682,708 | $66.47 | $45M | −413,093 | −$53M |
| Signet Jewelers | 4.33% | Reduce −51.5% | 557,952 | $58.06 | $32M | −591,730 | −$60M |
| CACC - Credit Accep Mich | 4.09% | New | 59,337 | $516.35 | $31M | +59,337 | +$31M |
| CC - Chemours | 2.58% | Reduce −34.6% | 1,427,489 | $13.53 | $19M | −755,862 | −$18M |
| INGM - Ingram Micro | 2.06% | Reduce −10.1% | 870,373 | $17.74 | $15M | −97,831 | −$3M |
| SHC - Sotera Health | 0.88% | Add +55.4% | 567,834 | $11.66 | $7M | +202,448 | +$2M |
| Magnera | 0.64% | Reduce −79.9% | 263,647 | $18.16 | $5M | −1,044,961 | −$19M |
| NPWR - Net Power · CL A | 0.38% | Hold | 1,084,705 | $2.63 | $3M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Discover Finl Svcs | 6.85% | Exit | 0 | $173.23 | $60M | −349,065 | −$60M |
| Kemper | 3.31% | Exit | 0 | $66.44 | $29M | −440,541 | −$29M |
| HCA - Hca Healthcare | 2.83% | Exit | 0 | $300.15 | $25M | −83,294 | −$25M |
| CZR — | 1.83% | Exit | 0 | $33.42 | $16M | −484,485 | −$16M |
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