Khrom Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.09B
Q ending 2026-03-31
Prior quarter
$961.8M
Q ending 2025-12-31
Change
+13.7% QoQ · +46.1% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Capital One Finl Corp | COF | Shares | $149.6M | 820K |
| Acadia Healthcare Company In | ACHC | Shares | $121.5M | 5.2M |
| Gxo Logistics Incorporated | GXO | Shares | $103.1M | 2.0M |
| Doordash Inc | DASH | Shares | $101.9M | 678K |
| Td Synnex Corporation | SNX | Shares | $101.8M | 604K |
| Amcor Plc | Shares | $98.7M | 2.5M | |
| Hci Group Inc | HCI | Shares | $89.7M | 580K |
| Stride Inc | LRN | Shares | $66.1M | 750K |
| Reinsurance Group Amer Inc | RGA | Shares | $59.6M | 292K |
| Live Nation Entertainment In | LYV | Shares | $54.1M | 355K |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $50.6M | 1.5M |
| Synchrony Financial | SYF | Shares | $35.0M | 515K |
| Medline Inc | MDLN | Shares | $31.3M | 703K |
| Universal Hlth Svcs Inc | UHS | Shares | $30.3M | 169K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.