Khrom Capital Management as of Sept. 30, 2024
Portfolio Holdings for Khrom Capital Management
Khrom Capital Management holds 16 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lgi Homes (LGIH) | 13.8 | $109M | 918k | 118.52 | |
| Berry Plastics (BERY) | 12.3 | $97M | 1.4M | 67.98 | |
| Signet Jewelers SHS (SIG) | 12.1 | $95M | 925k | 103.14 | |
| SYNNEX Corporation (SNX) | 11.4 | $90M | 750k | 120.08 | |
| Hci (HCI) | 9.0 | $71M | 660k | 107.06 | |
| Chemours (CC) | 8.6 | $68M | 3.3M | 20.32 | |
| Live Nation Entertainment (LYV) | 6.6 | $52M | 473k | 109.49 | |
| Discover Financial Services (DFS) | 6.2 | $49M | 349k | 140.29 | |
| Arrow Electronics (ARW) | 6.0 | $48M | 358k | 132.83 | |
| Tenet Healthcare Corp Com New (THC) | 5.7 | $45M | 270k | 166.20 | |
| Kemper Corp Del (KMPR) | 3.4 | $27M | 439k | 61.25 | |
| Asbury Automotive (ABG) | 1.9 | $15M | 64k | 238.59 | |
| Net Power Com Cl A (NPWR) | 1.2 | $9.5M | 1.4M | 7.01 | |
| Synchrony Financial (SYF) | 1.1 | $9.0M | 180k | 49.88 | |
| Regional Management (RM) | 0.3 | $2.2M | 66k | 32.71 | |
| Triumph (TGI) | 0.3 | $2.1M | 160k | 12.89 |
