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Khrom Capital Management LLC

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13F filer, CIK 1877963, Miami Beach, FL

Khrom Capital Management LLC reported $748,442,768 across 16 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 89.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002181

Period
2025-03-31
Reported value
$748M
Holdings
16
Top 10 weight
89.36%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SYFnew+1,392,117$73.7M
CACCnew+59,337$30.6M
THCadded+200,999$27M
UALadded+211,339$14.6M
ACHCadded+336,297$10.2M

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
DISCOVER FINL SVCSexited-349,065-$60.5M
SIGreduced-591,730-$34.4M
KMPRexited-440,541-$29.3M
LGIHreduced-413,093-$27.5M
HCAexited-83,294-$25M

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, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-002181, largest first. % of portfolio is the value over $748,442,768, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,528 shares; 2024Q4: 796,170 shares; 2025Q1: 796,170 shares 796,170$119M15.87%0Timeline
BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419,961 shares; 2024Q4: 1,630,007 shares; 2025Q1: 1,673,633 shares 1,673,633$117M15.61%+43,626
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,924 shares; 2024Q4: not reported; 2025Q1: 1,392,117 shares 1,392,117$73.7M9.85%newTimeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,660 shares; 2024Q4: 697,847 shares; 2025Q1: 706,447 shares 706,447$73.4M9.81%+8,600Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,223 shares; 2024Q4: 270,223 shares; 2025Q1: 471,222 shares 471,222$63.4M8.47%+200,999Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532,000 shares; 2025Q1: 743,339 shares 743,339$51.3M6.86%+211,339Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,251,002 shares; 2025Q1: 1,587,299 shares 1,587,299$48.1M6.43%+336,297Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,362 shares; 2024Q4: 443,225 shares; 2025Q1: 437,161 shares 437,161$45.4M6.06%-6,064Timeline
LGIHLGI HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918,103 shares; 2024Q4: 1,095,801 shares; 2025Q1: 682,708 shares 682,708$45.4M6.06%-413,093Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,343 shares; 2024Q4: 1,149,682 shares; 2025Q1: 557,952 shares 557,952$32.4M4.33%-591,730Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,337 shares 59,337$30.6M4.09%newTimeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,342,682 shares; 2024Q4: 2,183,351 shares; 2025Q1: 1,427,489 shares 1,427,489$19.3M2.58%-755,862Timeline
INGMINGRAM MICRO HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968,204 shares; 2025Q1: 870,373 shares 870,373$15.4M2.06%-97,831Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 365,386 shares; 2025Q1: 567,834 shares 567,834$6.62M0.88%+202,448Timeline
MAGNMAGNERA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,308,608 shares; 2025Q1: 263,647 shares 263,647$4.79M0.64%-1,044,961Timeline
NPWRNET POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350,351 shares; 2024Q4: 1,084,705 shares; 2025Q1: 1,084,705 shares 1,084,705$2.85M0.38%0Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
DISCOVER FINL SVCSDISCOVER FINL SVCS349,065$60.5Mshares
KMPRKEMPER CORP440,541$29.3Mshares
HCAHCA HEALTHCARE INC83,294$25Mshares
CZRCAESARS ENTERTAINMENT INC NE484,485$16.2Mshares

How Q1 2025 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 0001172661-25-002181 base2025-05-15acceptance time not in the bulk data set