Khrom Capital Management as of March 31, 2026
Portfolio Holdings for Khrom Capital Management
Khrom Capital Management holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Capital One Financial (COF) | 13.7 | $150M | 820k | 182.43 | |
| Acadia Healthcare (ACHC) | 11.1 | $122M | 5.2M | 23.39 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 9.4 | $103M | 2.0M | 51.85 | |
| Doordash Cl A (DASH) | 9.3 | $102M | 678k | 150.15 | |
| SYNNEX Corporation (SNX) | 9.3 | $102M | 604k | 168.71 | |
| Amcor Com New (AMCR) | 9.0 | $99M | 2.5M | 39.75 | |
| Hci (HCI) | 8.2 | $90M | 580k | 154.61 | |
| Stride (LRN) | 6.0 | $66M | 750k | 88.17 | |
| Reinsurance Group Amer Com New (RGA) | 5.4 | $60M | 292k | 204.16 | |
| Live Nation Entertainment (LYV) | 4.9 | $54M | 355k | 152.51 | |
| Soleno Therapeutics (SLNO) | 4.6 | $51M | 1.5M | 33.48 | |
| Synchrony Financial (SYF) | 3.2 | $35M | 515k | 68.02 | |
| Medline Com Cl A (MDLN) | 2.9 | $31M | 703k | 44.50 | |
| Universal Hlth Svcs CL B (UHS) | 2.8 | $30M | 169k | 178.97 |
