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 | 15.06% | Add +21.0% | 17,712,315 | $8.18 | $145M | +3,078,476 | +$10M |
| HCI - HCI Group | 13.85% | Reduce −9.2% | 694,659 | $191.93 | $133M | −70,000 | +$17M |
| ACHC - Acadia Healthcare | 12.96% | Add +103.0% | 5,037,448 | $24.76 | $125M | +2,556,469 | +$68M |
| THC - Tenet Healthcare | 10.64% | Reduce −9.1% | 504,279 | $203.04 | $102M | −50,643 | +$5M |
| SNX - Synnex | 9.31% | Reduce −13.6% | 547,337 | $163.75 | $90M | −86,405 | +$4M |
| SYF - Synchrony Financial | 9.23% | Reduce −34.0% | 1,250,378 | $71.05 | $89M | −644,959 | −$38M |
| UHS - Universal Health Servicesb | 7.44% | New | 350,225 | $204.44 | $72M | +350,225 | +$72M |
| Signet Jewelers | 5.85% | Hold | 587,042 | $95.92 | $56M | — | — |
| CACC - Credit Acceptance | 5.40% | Add +18.1% | 111,215 | $466.93 | $52M | +17,020 | +$4M |
| ARW - Arrow Electronics | 2.93% | Add +1.1% | 233,041 | $121.00 | $28M | +2,600 | −$1M |
| UAL - United Continental | 2.84% | Reduce −73.8% | 282,775 | $96.50 | $27M | −796,321 | −$59M |
| Lgi Homes | 2.55% | Reduce −29.4% | 474,527 | $51.71 | $25M | −197,980 | −$10M |
| INGM - Ingram Micro | 1.94% | Reduce −0.2% | 868,282 | $21.49 | $19M | −2,091 | +$521K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SHC - Sotera Health | 1.93% | Exit | 0 | $11.12 | $17M | −1,556,635 | −$17M |
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