Khrom Capital Management as of Dec. 31, 2024
Portfolio Holdings for Khrom Capital Management
Khrom Capital Management holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berry Plastics (BERY) | 11.9 | $105M | 1.6M | 64.67 | |
| Lgi Homes (LGIH) | 11.1 | $98M | 1.1M | 89.40 | |
| Signet Jewelers SHS (SIG) | 10.5 | $93M | 1.1M | 80.71 | |
| Hci (HCI) | 10.5 | $93M | 796k | 116.53 | |
| SYNNEX Corporation (SNX) | 9.3 | $82M | 698k | 117.28 | |
| Discover Financial Services | 6.8 | $61M | 349k | 173.23 | |
| Hldgs (UAL) | 5.8 | $52M | 532k | 97.10 | |
| Arrow Electronics (ARW) | 5.7 | $50M | 443k | 113.12 | |
| Acadia Healthcare (ACHC) | 5.6 | $50M | 1.3M | 39.65 | |
| Chemours (CC) | 4.2 | $37M | 2.2M | 16.90 | |
| Tenet Healthcare Corp Com New (THC) | 3.9 | $34M | 270k | 126.23 | |
| Kemper Corp Del (KMPR) | 3.3 | $29M | 441k | 66.44 | |
| Hca Holdings (HCA) | 2.8 | $25M | 83k | 300.15 | |
| Magnera Corp Com Shs (MAGN) | 2.7 | $24M | 1.3M | 18.17 | |
| Ingram Micro Hldg Corp (INGM) | 2.1 | $19M | 968k | 19.39 | |
| Caesars Entertainment (CZR) | 1.8 | $16M | 485k | 33.42 | |
| Net Power Com Cl A (NPWR) | 1.3 | $12M | 1.1M | 10.59 | |
| Sotera Health (SHC) | 0.6 | $5.0M | 365k | 13.68 |