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
| AMCR - Amcor | 14.99% | New | 14,633,839 | $9.19 | $134M | +14,633,839 | +$134M |
| SYF - Synchrony Financial | 14.10% | Add +36.1% | 1,895,337 | $66.74 | $126M | +503,220 | +$53M |
| HCI - HCI Group | 12.97% | Reduce −4.0% | 764,659 | $152.20 | $116M | −31,511 | −$2M |
| THC - Tenet Healthcare | 10.88% | Add +17.8% | 554,922 | $176.00 | $98M | +83,700 | +$34M |
| SNX - Td Synnex | 9.58% | Reduce −10.3% | 633,742 | $135.70 | $86M | −72,705 | +$13M |
| UAL - United Airls | 9.58% | Add +45.2% | 1,079,096 | $79.63 | $86M | +335,757 | +$35M |
| ACHC — | 6.27% | Add +56.3% | 2,480,979 | $22.69 | $56M | +893,680 | +$8M |
| CACC - Credit Accep Mich | 5.35% | Add +58.7% | 94,195 | $509.43 | $48M | +34,858 | +$17M |
| Signet Jewelers | 5.20% | Add +5.2% | 587,042 | $79.55 | $47M | +29,090 | +$14M |
| Lgi Homes | 3.86% | Reduce −1.5% | 672,507 | $51.52 | $35M | −10,201 | −$11M |
| ARW - Arrow Electrs | 3.27% | Reduce −47.3% | 230,441 | $127.43 | $29M | −206,720 | −$16M |
| INGM - Ingram Micro | 2.02% | Hold | 870,373 | $20.84 | $18M | — | — |
| SHC - Sotera Health | 1.93% | Add +174.1% | 1,556,635 | $11.12 | $17M | +988,801 | +$11M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Berry Global Group | 15.61% | Exit | 0 | $69.81 | $117M | −1,673,633 | −$117M |
| CC - Chemours | 2.58% | Exit | 0 | $13.53 | $19M | −1,427,489 | −$19M |
| Magnera | 0.64% | Exit | 0 | $18.16 | $5M | −263,647 | −$5M |
| NPWR - Net Power · CL A | 0.38% | Exit | 0 | $2.63 | $3M | −1,084,705 | −$3M |
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