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Khrom Capital Management LLC

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13F filer, CIK 1877963, Miami Beach, FL

Khrom Capital Management LLC reported $962,316,058 across 13 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 92.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004978

Period
2025-09-30
Reported value
$962M
Holdings
13
Top 10 weight
92.68%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UHSnew+350,225$71.6M
ACHCadded+2,556,469$63.3M
AMCOR PLCadded+3,078,476$25.2M
CACCadded+17,020$7.95M
ARWadded+2,600$315K

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
UALreduced-796,321-$76.8M
SYFreduced-644,959-$45.8M
SHCexited-1,556,635-$17.3M
SNXreduced-86,405-$14.1M
HCIreduced-70,000-$13.4M

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.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004978, largest first. % of portfolio is the value over $962,316,058, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,633,839 shares; 2025Q3: 17,712,315 shares 17,712,315$145M15.06%+3,078,476
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,528 shares; 2024Q4: 796,170 shares; 2025Q1: 796,170 shares; 2025Q2: 764,659 shares; 2025Q3: 694,659 shares 694,659$133M13.85%-70,000Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,251,002 shares; 2025Q1: 1,587,299 shares; 2025Q2: 2,480,979 shares; 2025Q3: 5,037,448 shares 5,037,448$125M12.96%+2,556,469Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,223 shares; 2024Q4: 270,223 shares; 2025Q1: 471,222 shares; 2025Q2: 554,922 shares; 2025Q3: 504,279 shares 504,279$102M10.64%-50,643Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,660 shares; 2024Q4: 697,847 shares; 2025Q1: 706,447 shares; 2025Q2: 633,742 shares; 2025Q3: 547,337 shares 547,337$89.6M9.31%-86,405Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,924 shares; 2024Q4: not reported; 2025Q1: 1,392,117 shares; 2025Q2: 1,895,337 shares; 2025Q3: 1,250,378 shares 1,250,378$88.8M9.23%-644,959Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350,225 shares 350,225$71.6M7.44%newTimeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,343 shares; 2024Q4: 1,149,682 shares; 2025Q1: 557,952 shares; 2025Q2: 587,042 shares; 2025Q3: 587,042 shares 587,042$56.3M5.85%0Timeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,337 shares; 2025Q2: 94,195 shares; 2025Q3: 111,215 shares 111,215$51.9M5.4%+17,020Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,362 shares; 2024Q4: 443,225 shares; 2025Q1: 437,161 shares; 2025Q2: 230,441 shares; 2025Q3: 233,041 shares 233,041$28.2M2.93%+2,600Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532,000 shares; 2025Q1: 743,339 shares; 2025Q2: 1,079,096 shares; 2025Q3: 282,775 shares 282,775$27.3M2.84%-796,321Timeline
LGIHLGI HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918,103 shares; 2024Q4: 1,095,801 shares; 2025Q1: 682,708 shares; 2025Q2: 672,507 shares; 2025Q3: 474,527 shares 474,527$24.5M2.55%-197,980Timeline
INGMINGRAM MICRO HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968,204 shares; 2025Q1: 870,373 shares; 2025Q2: 870,373 shares; 2025Q3: 868,282 shares 868,282$18.7M1.94%-2,091Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SHCSOTERA HEALTH CO1,556,635$17.3Mshares

How Q3 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 0001172661-25-004978 base2025-11-14acceptance time not in the bulk data set