Khrom Capital Management LLC
CIK 1877963 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- BERY11.94%
- LGIH11.09%
- SIG10.51%
- HCI10.51%
- SNX9.27%
- DFS6.85%
- UAL5.85%
- ARW5.68%
- ACHC5.62%
- CC4.18%
Share classes counted separately81.50%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CCWeight decreased · -4.45 pp8.63% → 4.18%Shares -1.16M (-34.68%)
- LGIHWeight decreased · -2.73 pp13.82% → 11.09%Shares +177.70K (+19.35%)
- SNXWeight decreased · -2.16 pp11.43% → 9.27%Shares -51.81K (-6.91%)
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 18
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 | $105.41M | 11.94% | 1.63M shares | 12.26% → 11.94%-0.32 pp +210.05K (+14.79%) | Added | ↗▾ |
| 02 | LGIHLGI HOMES INC View history and evidence | $97.96M | 11.09% | 1.10M shares | 13.82% → 11.09%-2.73 pp +177.70K (+19.35%) | Added | ↗▾ |
| 03 | SIGSIGNET JEWELERS LTDSHS View history and evidence | $92.79M | 10.51% | 1.15M shares | 12.12% → 10.51%-1.61 pp +224.34K (+24.24%) | Added | ↗▾ |
| 04 | HCIHCI GROUP INC View history and evidence | $92.78M | 10.51% | 796.17K shares | 8.97% → 10.51%+1.54 pp +136.64K (+20.72%) | Added | ↗▾ |
| 05 | SNXTD SYNNEX CORP View history and evidence | $81.84M | 9.27% | 697.85K shares | 11.43% → 9.27%-2.16 pp -51.81K (-6.91%) | Reduced | ↗▾ |
| 06 | DFSDISCOVER FINANCIAL SERVICES View history and evidence | $60.47M | 6.85% | 349.06K shares | 6.22% → 6.85%+0.63 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | UALUNITED AIRLINES HOLDINGS INC View history and evidence | $51.66M | 5.85% | 532.00K shares | Prior unavailable +532.00K | New | ↗▾ |
| 08 | ARWARROW ELECTRONICS INC View history and evidence | $50.14M | 5.68% | 443.23K shares | 6.05% → 5.68%-0.37 pp +84.86K (+23.68%) | Added | ↗▾ |
| 09 | ACHCACADIA HEALTHCARE CO INC View history and evidence | $49.60M | 5.62% | 1.25M shares | Prior unavailable +1.25M | New | ↗▾ |
| 10 | CCCHEMOURS CO/THE View history and evidence | $36.90M | 4.18% | 2.18M shares | 8.63% → 4.18%-4.45 pp -1.16M (-34.68%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LYV LIVE NATION ENTERTAINMENT IN | Non-derivative | -473,382 | -$51.83M | SEC filing ↗ | SEC filing ↗ |
| ABG ASBURY AUTOMOTIVE GROUP | Non-derivative | -63,948 | -$15.26M | SEC filing ↗ | SEC filing ↗ |
| SYF SYNCHRONY FINANCIAL | Non-derivative | -179,924 | -$8.97M | SEC filing ↗ | SEC filing ↗ |
3 / 5 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 883161750
}Take these holdings further.
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