Khrom Capital Management LLC
CIK 1877963 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- BERY15.49%
- CC13.96%
- SNX13.79%
- DFS10.41%
- HUM9.34%
- THC8.09%
- ARW6.51%
- KMPR6.26%
- HCI4.98%
- CPRI4.21%
Share classes counted separately93.04%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CCWeight increased · +5.33 pp8.63% → 13.96%Shares +1.36M (+156.67%)
- KMPRWeight increased · +5.00 pp1.26% → 6.26%Shares +342.52K (+413.96%)
- HCIWeight increased · +4.42 pp0.56% → 4.98%Shares +160.27K (+792.18%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 14
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BERYBERRY GLOBAL GROUP INC View history and evidence | $65.10M | 15.49% | 1.08M shares | 15.82% → 15.49%-0.33 pp +328.54K (+43.93%) | Added | ↗▾ |
| 02 | CCCHEMOURS CO/THE View history and evidence | $58.71M | 13.96% | 2.24M shares | 8.63% → 13.96%+5.33 pp +1.36M (+156.67%) | Added | ↗▾ |
| 03 | SNXTD SYNNEX CORP View history and evidence | $57.99M | 13.79% | 512.75K shares | 15.29% → 13.79%-1.50 pp +60.30K (+13.33%) | Added | ↗▾ |
| 04 | DFSDISCOVER FINANCIAL SERVICES View history and evidence | $43.76M | 10.41% | 333.81K shares | 12.56% → 10.41%-2.15 pp -22.00K (-6.18%) | Reduced | ↗▾ |
| 05 | HUMHUMANA INC View history and evidence | $39.25M | 9.34% | 113.19K shares | 9.15% → 9.34%+0.19 pp +49.55K (+77.85%) | Added | ↗▾ |
| 06 | THCTENET HEALTHCARE CORPCOM NEW View history and evidence | $34.00M | 8.09% | 323.52K shares | 10.06% → 8.09%-1.97 pp -100.50K (-23.70%) | Reduced | ↗▾ |
| 07 | ARWARROW ELECTRONICS INC View history and evidence | $27.35M | 6.51% | 211.26K shares | 3.61% → 6.51%+2.90 pp +117.25K (+124.70%) | Added | ↗▾ |
| 08 | KMPRKEMPER CORP View history and evidence | $26.33M | 6.26% | 425.26K shares | 1.26% → 6.26%+5.00 pp +342.52K (+413.96%) | Added | ↗▾ |
| 09 | HCIHCI GROUP INC View history and evidence | $20.95M | 4.98% | 180.51K shares | 0.56% → 4.98%+4.42 pp +160.27K (+792.18%) | Added | ↗▾ |
| 10 | CPRICAPRI HOLDINGS LTDSHS View history and evidence | $17.68M | 4.21% | 390.30K shares | Prior unavailable +390.30K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SIG SIGNET JEWELERS LTD | Non-derivative | -435,150 | -$46.67M | SEC filing ↗ | SEC filing ↗ |
| 81211K100 SEALED AIR CORP NEW | Non-derivative | -98,983 | -$3.61M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1877963 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 420425704
}Take these holdings further.
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