KHROM CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001877963 · Miami, FL

As of Sep 30, 2025, KHROM CAPITAL MANAGEMENT LLC reported 13 positions worth $962.3M in its SEC Form 13F filing.

Top 13 holdings

SecurityTickerSectorSharesValue% of portfolio
AMCOR PLCAMCRConsumer Cyclical17,712,315 44.9M15.06%
HCI GROUP INCHCIFinancial Services694,659 33.3M13.85%
ACADIA HEALTHCARE COMPANY INCACHCHealthcare5,037,448 24.7M12.96%
TENET HEALTHCARE CORPTHCHealthcare504,279 02.4M10.64%
TD SYNNEX CORPSNXTechnology547,337$89.6M9.31%
SYNCHRONY FINANCIALSYFFinancial Services1,250,378$88.8M9.23%
UNIVERSAL HEALTH SERVICES INCUHSHealthcare350,225$71.6M7.44%
SIGNET JEWELERS LTDSIGConsumer Cyclical587,042$56.3M5.85%
CREDIT ACCEPTANCE CORPCACCFinancial Services111,215$51.9M5.40%
ARROW ELECTRONICS INCARWTechnology233,041$28.2M2.93%
UNITED AIRLINES HOLDINGS INCUALIndustrials282,775$27.3M2.84%
LGI HOMES INCLGIHConsumer Cyclical474,527$24.5M2.55%
INGRAM MICRO HOLDING CORPINGMTechnology868,282 8.7M1.94%