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13F-HR filed by Khrom Capital Management LLC

Khrom Capital Management LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 15 holding rows worth $1,193,528,657.

Accession
0001172661-26-003446
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 15 entries on the cover page, a total value of $1,193,528,657 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,193,528,657 with VALUE read as dollars as filed, 13F file number 028-21349. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
CAPITAL ONE FINL CORP14040H105COM887,221$177,994,277dollars as filed
DOORDASH INC CL A25809K105Stock959,268$177,013,724dollars as filed
GXO LOGISTICS INCORPORATED COMMON STOCK36262G101Stock2,853,117$144,653,032dollars as filed
HCI GROUP INC40416E103COM690,749$121,053,762dollars as filed
AMCOR PLCg0250x149COM NEW2,484,095$107,685,518dollars as filed
MEDLINE INC COM CL A58507V107Stock2,435,635$96,061,444dollars as filed
TD SYNNEX CORPORATION COM87162W100Stock303,514$81,141,433dollars as filed
REINSURANCE GROUP AMER INC COM NEW759351604Stock347,359$73,865,891dollars as filed
STRIDE INC86333M108COM750,166$64,694,316dollars as filed
TENET HEALTHCARE CORP COM NEW88033G407Stock244,118$45,669,595dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock264,994$39,401,958dollars as filed
SYNCHRONYFINL87165B103STOK395,023$30,041,499dollars as filed
ACADIA HEALTHCARE COMPANY INC COM00404A109Stock647,006$19,106,087dollars as filed
ICON PUB LTD CO SHSG4705A100Stock61,900$10,752,649dollars as filed
ARROW ELECTRS INC042735100COM20,587$4,393,472dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-003446this filing2026-08-14acceptance time not in the bulk data set