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Khrom Capital Management LLC

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13F filer, CIK 1877963, Miami Beach, FL

Khrom Capital Management LLC reported $961,847,619 across 14 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 87.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001060

Period
2025-12-31
Reported value
$962M
Holdings
14
Top 10 weight
87.85%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GXOnew+1,216,373$64M
LYVnew+349,821$49.8M
ACHCadded+2,313,586$32.8M
LRNnew+358,204$23.3M
UALadded+135,505$15.2M

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
ARWexited-233,041-$28.2M
SYFreduced-319,952-$26.7M
UHSreduced-119,220-$26M
HCIreduced-134,391-$25.8M
INGMexited-868,282-$18.7M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-001060, largest first. % of portfolio is the value over $961,847,619, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,633,839 shares; 2025Q3: 17,712,315 shares; 2025Q4: 17,712,315 shares 17,712,315$148M15.36%0
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,528 shares; 2024Q4: 796,170 shares; 2025Q1: 796,170 shares; 2025Q2: 764,659 shares; 2025Q3: 694,659 shares; 2025Q4: 560,268 shares 560,268$107M11.17%-134,391Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 7,351,034 shares 7,351,034$104M10.84%+2,313,586Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,223 shares; 2024Q4: 270,223 shares; 2025Q1: 471,222 shares; 2025Q2: 554,922 shares; 2025Q3: 504,279 shares; 2025Q4: 504,279 shares 504,279$100M10.42%0Timeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,660 shares; 2024Q4: 697,847 shares; 2025Q1: 706,447 shares; 2025Q2: 633,742 shares; 2025Q3: 547,337 shares; 2025Q4: 547,337 shares 547,337$82.2M8.55%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 930,426 shares 930,426$77.6M8.07%-319,952Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,216,373 shares 1,216,373$64M6.66%newTimeline
CACCCREDIT ACCEP CORP MICHQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,337 shares; 2025Q2: 94,195 shares; 2025Q3: 111,215 shares; 2025Q4: 138,215 shares 138,215$61.3M6.37%+27,000Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350,225 shares; 2025Q4: 231,005 shares 231,005$50.4M5.24%-119,220Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 349,821 shares 349,821$49.8M5.18%newTimeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532,000 shares; 2025Q1: 743,339 shares; 2025Q2: 1,079,096 shares; 2025Q3: 282,775 shares; 2025Q4: 418,280 shares 418,280$46.8M4.86%+135,505Timeline
SIGSIGNET JEWELERS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 387,042 shares 387,042$32.1M3.34%-200,000Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358,204 shares 358,204$23.3M2.42%newTimeline
LGIHLGI HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 342,448 shares 342,448$14.7M1.53%-132,079Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ARWARROW ELECTRS INC233,041$28.2Mshares
INGMINGRAM MICRO HLDG CORP868,282$18.7Mshares

How Q4 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 0001172661-26-001060 base2026-02-17acceptance time not in the bulk data set