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Khrom Capital Management LLC

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13F filer, CIK 1877963, Miami Beach, FL

Khrom Capital Management LLC reported $1,193,528,657 across 15 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 91.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003446

Period
2026-06-30
Reported value
$1.19B
Holdings
15
Top 10 weight
91.31%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MDLNadded+1,732,498$68.3M
DASHadded+280,868$51.8M
THCnew+244,118$45.7M
GXOadded+864,734$43.8M
HCIadded+110,481$19.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ACHCreduced-4,547,619-$134M
SNXreduced-299,992-$80.2M
LYVexited-354,821-$54.1M
SLNOexited-1,511,481-$50.6M
SYFreduced-120,000-$9.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003446, largest first. % of portfolio is the value over $1,193,528,657, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 819,826 shares; 2026Q2: 887,221 shares 887,221$178M14.91%+67,395Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 678,400 shares; 2026Q2: 959,268 shares 959,268$177M14.83%+280,868Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,216,373 shares; 2026Q1: 1,988,383 shares; 2026Q2: 2,853,117 shares 2,853,117$145M12.12%+864,734Timeline
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659,528 shares; 2024Q4: 796,170 shares; 2025Q1: 796,170 shares; 2025Q2: 764,659 shares; 2025Q3: 694,659 shares; 2025Q4: 560,268 shares; 2026Q1: 580,268 shares; 2026Q2: 690,749 shares 690,749$121M10.14%+110,481Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,484,095 shares; 2026Q2: 2,484,095 shares 2,484,095$108M9.02%0Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703,137 shares; 2026Q2: 2,435,635 shares 2,435,635$96.1M8.05%+1,732,498Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749,660 shares; 2024Q4: 697,847 shares; 2025Q1: 706,447 shares; 2025Q2: 633,742 shares; 2025Q3: 547,337 shares; 2025Q4: 547,337 shares; 2026Q1: 603,506 shares; 2026Q2: 303,514 shares 303,514$81.1M6.8%-299,992Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291,817 shares; 2026Q2: 347,359 shares 347,359$73.9M6.19%+55,542Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358,204 shares; 2026Q1: 750,166 shares; 2026Q2: 750,166 shares 750,166$64.7M5.42%0Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,223 shares; 2024Q4: 270,223 shares; 2025Q1: 471,222 shares; 2025Q2: 554,922 shares; 2025Q3: 504,279 shares; 2025Q4: 504,279 shares; 2026Q1: not reported; 2026Q2: 244,118 shares 244,118$45.7M3.83%newTimeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350,225 shares; 2025Q4: 231,005 shares; 2026Q1: 169,140 shares; 2026Q2: 264,994 shares 264,994$39.4M3.3%+95,854Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,924 shares; 2024Q4: not reported; 2025Q1: 1,392,117 shares; 2025Q2: 1,895,337 shares; 2025Q3: 1,250,378 shares; 2025Q4: 930,426 shares; 2026Q1: 515,023 shares; 2026Q2: 395,023 shares 395,023$30M2.52%-120,000Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,251,002 shares; 2025Q1: 1,587,299 shares; 2025Q2: 2,480,979 shares; 2025Q3: 5,037,448 shares; 2025Q4: 7,351,034 shares; 2026Q1: 5,194,625 shares; 2026Q2: 647,006 shares 647,006$19.1M1.6%-4,547,619Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,900 shares 61,900$10.8M0.9%newTimeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,362 shares; 2024Q4: 443,225 shares; 2025Q1: 437,161 shares; 2025Q2: 230,441 shares; 2025Q3: 233,041 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,587 shares 20,587$4.39M0.37%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LYVLIVE NATION ENTERTAINMENT IN354,821$54.1Mshares
SLNOSOLENO THERAPEUTICS INC1,511,481$50.6Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-003446 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-003446 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001172661-26-002292 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001172661-26-001060 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001172661-25-004978 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001172661-25-003404 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001172661-25-002181 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001172661-25-000954 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001172661-24-004999 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001172661-24-003508 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001172661-24-002390 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001420506-24-000410 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001420506-23-002153 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001420506-23-001681 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001420506-23-001027 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001877963-23-000005 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001877963-22-000005 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001877963-22-000004 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001877963-22-000002 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001877963-22-000001 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001877963-21-000011 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001877963-21-000004 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set