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
| COF - Capital One Finl | 13.68% | New | 819,826 | $182.43 | $150M | +819,826 | +$150M |
| ACHC — | 11.11% | Reduce −29.3% | 5,194,625 | $23.39 | $122M | −2,156,409 | +$17M |
| GXO - Gxo Logistics | 9.43% | Add +63.5% | 1,988,383 | $51.85 | $103M | +772,010 | +$39M |
| DASH - Doordash · CL A | 9.32% | New | 678,400 | $150.15 | $102M | +678,400 | +$102M |
| SNX - Td Synnex | 9.31% | Add +10.3% | 603,506 | $168.71 | $102M | +56,169 | +$20M |
| AMCR - Amcor | 9.03% | New | 2,484,095 | $39.75 | $99M | +2,484,095 | +$99M |
| HCI - HCI Group | 8.21% | Add +3.6% | 580,268 | $154.61 | $90M | +20,000 | −$18M |
| LRN - Stride | 6.05% | Add +109.4% | 750,166 | $88.17 | $66M | +391,962 | +$43M |
| RGA - Reinsurance Group Amer | 5.45% | New | 291,817 | $204.16 | $60M | +291,817 | +$60M |
| LYV - Live Nation | 4.95% | Add +1.4% | 354,821 | $152.51 | $54M | +5,000 | +$4M |
| SLNOEUR - Soleno Therapeutics | 4.63% | New | 1,511,481 | $33.48 | $51M | +1,511,481 | +$51M |
| SYF - Synchrony Financial | 3.20% | Reduce −44.6% | 515,023 | $68.02 | $35M | −415,403 | −$43M |
| MDLN - Medline · CL A | 2.86% | New | 703,137 | $44.50 | $31M | +703,137 | +$31M |
| UHS - Universal Hlth Svcs · CL B | 2.77% | Reduce −26.8% | 169,140 | $178.97 | $30M | −61,865 | −$20M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AMCR - Amcor | 15.36% | Exit | 0 | $8.34 | $148M | −17,712,315 | −$148M |
| THC - Tenet Healthcare | 10.42% | Exit | 0 | $198.72 | $100M | −504,279 | −$100M |
| CACC - Credit Accep Mich | 6.37% | Exit | 0 | $443.46 | $61M | −138,215 | −$61M |
| UAL - United Airls | 4.86% | Exit | 0 | $111.82 | $47M | −418,280 | −$47M |
| Signet Jewelers | 3.34% | Exit | 0 | $82.88 | $32M | −387,042 | −$32M |
| Lgi Homes | 1.53% | Exit | 0 | $42.96 | $15M | −342,448 | −$15M |
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