Khrom Capital Management LLC
CIK 1877963 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- HCI15.87%
- BERY15.61%
- SYF9.85%
- SNX9.81%
- THC8.47%
- UAL6.86%
- ACHC6.43%
- ARW6.06%
- LGIH6.06%
- SIG4.33%
Share classes counted separately89.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SIGWeight decreased · -6.18 pp10.51% → 4.33%Shares -591.73K (-51.47%)
- HCIWeight increased · +5.36 pp10.51% → 15.87%Shares 0 (0.00%)
- LGIHWeight decreased · -5.03 pp11.09% → 6.06%Shares -413.09K (-37.70%)
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 16
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | HCIHCI GROUP INC View history and evidence | $118.81M | 15.87% | 796.17K shares | 10.51% → 15.87%+5.36 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | BERYBERRY GLOBAL GROUP INC View history and evidence | $116.84M | 15.61% | 1.67M shares | 11.94% → 15.61%+3.67 pp +43.63K (+2.68%) | Added | ↗▾ |
| 03 | SYFSYNCHRONY FINANCIAL View history and evidence | $73.70M | 9.85% | 1.39M shares | Prior unavailable +1.39M | New | ↗▾ |
| 04 | SNXTD SYNNEX CORP View history and evidence | $73.44M | 9.81% | 706.45K shares | 9.27% → 9.81%+0.54 pp +8.60K (+1.23%) | Added | ↗▾ |
| 05 | THCTENET HEALTHCARE CORPCOM NEW View history and evidence | $63.38M | 8.47% | 471.22K shares | 3.86% → 8.47%+4.61 pp +201.00K (+74.38%) | Added | ↗▾ |
| 06 | UALUNITED AIRLINES HOLDINGS INC View history and evidence | $51.33M | 6.86% | 743.34K shares | 5.85% → 6.86%+1.01 pp +211.34K (+39.73%) | Added | ↗▾ |
| 07 | ACHCACADIA HEALTHCARE CO INC View history and evidence | $48.13M | 6.43% | 1.59M shares | 5.62% → 6.43%+0.81 pp +336.30K (+26.88%) | Added | ↗▾ |
| 08 | ARWARROW ELECTRONICS INC View history and evidence | $45.39M | 6.06% | 437.16K shares | 5.68% → 6.06%+0.38 pp -6.06K (-1.37%) | Reduced | ↗▾ |
| 09 | LGIHLGI HOMES INC View history and evidence | $45.38M | 6.06% | 682.71K shares | 11.09% → 6.06%-5.03 pp -413.09K (-37.70%) | Reduced | ↗▾ |
| 10 | SIGSIGNET JEWELERS LTDSHS View history and evidence | $32.39M | 4.33% | 557.95K shares | 10.51% → 4.33%-6.18 pp -591.73K (-51.47%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFS DISCOVER FINANCIAL SERVICES | Non-derivative | -349,065 | -$60.47M | SEC filing ↗ | SEC filing ↗ |
| KMPR KEMPER CORP | Non-derivative | -440,541 | -$29.27M | SEC filing ↗ | SEC filing ↗ |
| HCA HCA HEALTHCARE INC | Non-derivative | -83,294 | -$25.00M | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 748442768
}Take these holdings further.
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