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 | 15.36% | Hold | 17,712,315 | $8.34 | $148M | — | — |
| HCI - HCI Group | 11.17% | Reduce −19.3% | 560,268 | $191.69 | $107M | −134,391 | −$26M |
| ACHC — | 10.84% | Add +45.9% | 7,351,034 | $14.19 | $104M | +2,313,586 | −$20M |
| THC - Tenet Healthcare | 10.42% | Hold | 504,279 | $198.72 | $100M | — | — |
| SNX - Td Synnex | 8.55% | Hold | 547,337 | $150.23 | $82M | — | — |
| SYF - Synchrony Financial | 8.07% | Reduce −25.6% | 930,426 | $83.43 | $78M | −319,952 | −$11M |
| GXO - Gxo Logistics | 6.66% | New | 1,216,373 | $52.64 | $64M | +1,216,373 | +$64M |
| CACC - Credit Accep Mich | 6.37% | Add +24.3% | 138,215 | $443.46 | $61M | +27,000 | +$9M |
| UHS - Universal Hlth Svcs · CL B | 5.24% | Reduce −34.0% | 231,005 | $218.02 | $50M | −119,220 | −$21M |
| LYV - Live Nation | 5.18% | New | 349,821 | $142.50 | $50M | +349,821 | +$50M |
| UAL - United Airls | 4.86% | Add +47.9% | 418,280 | $111.82 | $47M | +135,505 | +$19M |
| Signet Jewelers | 3.34% | Reduce −34.1% | 387,042 | $82.88 | $32M | −200,000 | −$24M |
| LRN - Stride | 2.42% | New | 358,204 | $64.93 | $23M | +358,204 | +$23M |
| Lgi Homes | 1.53% | Reduce −27.8% | 342,448 | $42.96 | $15M | −132,079 | −$10M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ARW - Arrow Electronics | 2.93% | Exit | 0 | $121.00 | $28M | −233,041 | −$28M |
| INGM - Ingram Micro | 1.94% | Exit | 0 | $21.49 | $19M | −868,282 | −$19M |
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