Investor
Khrom Capital Management LLC
CIK 0001877963 · filed 2026-05-15 · SEC filing
13F book
$1.09B
Positions
14
6 new · 6 sold
Largest name
13.7%
Capital One Finl Corp
Est. mark
$33.5M
Price effect on 8 names still held. Flow $98M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Capital One Finl Corp | — | 819.8K | $149.6M | 13.7% | — | New |
| Acadia Healthcare Company In | — | 5.19M | $121.5M | 11.1% | $47.8M | Cut$17.2M |
| GXO Logistics, Inc. | GXO | 1.99M | $103.1M | 9.4% | −$960.9K | Added$39.1M |
| DoorDash, Inc. | DASH | 678.4K | $101.9M | 9.3% | — | New |
| Td Synnex Corp | SNX | 603.5K | $101.8M | 9.3% | $10.1M | Added$19.6M |
| Amcor Plc Com New | — | 2.48M | $98.7M | 9.0% | — | New |
| Hci Group Inc | — | 580.3K | $89.7M | 8.2% | −$20.8M | Added−$17.7M |
| Stride, Inc. | LRN | 750.2K | $66.1M | 6.0% | $8.32M | Added$42.9M |
| Reinsurance Grp Of America I | — | 291.8K | $59.6M | 5.4% | — | New |
| Live Nation Entertainment In | — | 354.8K | $54.1M | 4.9% | $3.5M | Added$4.26M |
| Soleno Therapeutics Inc | — | 1.51M | $50.6M | 4.6% | — | New |
| Synchrony Financial | — | 515K | $35M | 3.2% | −$7.94M | Cut−$42.6M |
| Medline Inc. | MDLN | 703.1K | $31.3M | 2.9% | — | New |
| Universal Hlth Svcs Inc | — | 169.1K | $30.3M | 2.8% | −$6.6M | Cut−$20.1M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.