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Khrom Capital Management LLC

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13F filer, CIK 1877963, Miami Beach, FL

Khrom Capital Management LLC reported $897,393,722 across 13 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 92.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003404

Period
2025-06-30
Reported value
$897M
Holdings
13
Top 10 weight
92.78%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMCOR PLCnew+14,633,839$134M
SYFadded+503,220$33.6M
UALadded+335,757$26.7M
ACHCadded+893,680$20.3M
CACCadded+34,858$17.8M

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
BERRY GLOBAL GROUP INCexited-1,673,633-$117M
ARWreduced-206,720-$26.3M
CCexited-1,427,489-$19.3M
SNXreduced-72,705-$9.87M
HCIreduced-31,511-$4.8M

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 2025

Share positions as resolved from 13F-HR 0001172661-25-003404, largest first. % of portfolio is the value over $897,393,722, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,633,839 shares 14,633,839$134M14.99%new
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,924 shares; 2024Q4: not reported; 2025Q1: 1,392,117 shares; 2025Q2: 1,895,337 shares 1,895,337$126M14.1%+503,220Timeline
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,528 shares; 2024Q4: 796,170 shares; 2025Q1: 796,170 shares; 2025Q2: 764,659 shares 764,659$116M12.97%-31,511Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,223 shares; 2024Q4: 270,223 shares; 2025Q1: 471,222 shares; 2025Q2: 554,922 shares 554,922$97.7M10.88%+83,700Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,660 shares; 2024Q4: 697,847 shares; 2025Q1: 706,447 shares; 2025Q2: 633,742 shares 633,742$86M9.58%-72,705Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532,000 shares; 2025Q1: 743,339 shares; 2025Q2: 1,079,096 shares 1,079,096$85.9M9.58%+335,757Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,251,002 shares; 2025Q1: 1,587,299 shares; 2025Q2: 2,480,979 shares 2,480,979$56.3M6.27%+893,680Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,337 shares; 2025Q2: 94,195 shares 94,195$48M5.35%+34,858Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,343 shares; 2024Q4: 1,149,682 shares; 2025Q1: 557,952 shares; 2025Q2: 587,042 shares 587,042$46.7M5.2%+29,090Timeline
LGIHLGI HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918,103 shares; 2024Q4: 1,095,801 shares; 2025Q1: 682,708 shares; 2025Q2: 672,507 shares 672,507$34.6M3.86%-10,201Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,362 shares; 2024Q4: 443,225 shares; 2025Q1: 437,161 shares; 2025Q2: 230,441 shares 230,441$29.4M3.27%-206,720Timeline
INGMINGRAM MICRO HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968,204 shares; 2025Q1: 870,373 shares; 2025Q2: 870,373 shares 870,373$18.1M2.02%0Timeline
SHCSOTERA HEALTH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 365,386 shares; 2025Q1: 567,834 shares; 2025Q2: 1,556,635 shares 1,556,635$17.3M1.93%+988,801Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC1,673,633$117Mshares
CCCHEMOURS CO1,427,489$19.3Mshares
MAGNMAGNERA CORP263,647$4.79Mshares
NPWRNET POWER INC1,084,705$2.85Mshares

How Q2 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 0001172661-25-003404 base2025-08-14acceptance time not in the bulk data set