Khrom Capital Management as of Dec. 31, 2025
Portfolio Holdings for Khrom Capital Management
Khrom Capital Management holds 14 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amcor Ord | 15.4 | $148M | 18M | 8.34 | |
| Hci (HCI) | 11.2 | $107M | 560k | 191.69 | |
| Acadia Healthcare (ACHC) | 10.8 | $104M | 7.4M | 14.19 | |
| Tenet Healthcare Corp Com New (THC) | 10.4 | $100M | 504k | 198.72 | |
| SYNNEX Corporation (SNX) | 8.5 | $82M | 547k | 150.23 | |
| Synchrony Financial (SYF) | 8.1 | $78M | 930k | 83.43 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 6.7 | $64M | 1.2M | 52.64 | |
| Credit Acceptance (CACC) | 6.4 | $61M | 138k | 443.46 | |
| Universal Hlth Svcs CL B (UHS) | 5.2 | $50M | 231k | 218.02 | |
| Live Nation Entertainment (LYV) | 5.2 | $50M | 350k | 142.50 | |
| Hldgs (UAL) | 4.9 | $47M | 418k | 111.82 | |
| Signet Jewelers SHS (SIG) | 3.3 | $32M | 387k | 82.88 | |
| Stride (LRN) | 2.4 | $23M | 358k | 64.93 | |
| Lgi Homes (LGIH) | 1.5 | $15M | 342k | 42.96 |