Khrom Capital Management as of Sept. 30, 2025
Portfolio Holdings for Khrom Capital Management
Khrom Capital Management holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amcor Comm (AMCR) | 15.1 | $145M | 18M | 8.18 | |
| Hci Group Comm (HCI) | 13.9 | $133M | 695k | 191.93 | |
| Acadia Healthcare Comm (ACHC) | 13.0 | $125M | 5.0M | 24.76 | |
| Tenet Healthcare Corp Comm (THC) | 10.6 | $102M | 504k | 203.04 | |
| Synnex Corp Comm (SNX) | 9.3 | $90M | 547k | 163.75 | |
| Synchrony Financial Comm (SYF) | 9.2 | $89M | 1.3M | 71.05 | |
| Universal Health Servicesb Comm (UHS) | 7.4 | $72M | 350k | 204.44 | |
| Signet Jewelers Adrs (SIG) | 5.9 | $56M | 587k | 95.92 | |
| Credit Acceptance Corp Comm (CACC) | 5.4 | $52M | 111k | 466.93 | |
| Arrow Electronics Comm (ARW) | 2.9 | $28M | 233k | 121.00 | |
| United Continental Holdings Comm (UAL) | 2.8 | $27M | 283k | 96.50 | |
| Lgi Homes Comm (LGIH) | 2.5 | $25M | 475k | 51.71 | |
| Ingram Micro Holding Corp Comm (INGM) | 1.9 | $19M | 868k | 21.49 |
