Khrom Capital Management as of June 30, 2026
Portfolio Holdings for Khrom Capital Management
Khrom Capital Management holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Capital One Financial (COF) | 14.9 | $178M | 887k | 200.62 | |
| Doordash Cl A (DASH) | 14.8 | $177M | 959k | 184.53 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 12.1 | $145M | 2.9M | 50.70 | |
| Hci (HCI) | 10.1 | $121M | 691k | 175.25 | |
| Amcor Com New (AMCR) | 9.0 | $108M | 2.5M | 43.35 | |
| Medline Com Cl A (MDLN) | 8.0 | $96M | 2.4M | 39.44 | |
| SYNNEX Corporation (SNX) | 6.8 | $81M | 304k | 267.34 | |
| Reinsurance Group Amer Com New (RGA) | 6.2 | $74M | 347k | 212.65 | |
| Stride (LRN) | 5.4 | $65M | 750k | 86.24 | |
| Tenet Healthcare Corp Com New (THC) | 3.8 | $46M | 244k | 187.08 | |
| Universal Hlth Svcs CL B (UHS) | 3.3 | $39M | 265k | 148.69 | |
| Synchrony Financial (SYF) | 2.5 | $30M | 395k | 76.05 | |
| Acadia Healthcare (ACHC) | 1.6 | $19M | 647k | 29.53 | |
| Icon Pub SHS (ICLR) | 0.9 | $11M | 62k | 173.71 | |
| Arrow Electronics (ARW) | 0.4 | $4.4M | 21k | 213.41 |
