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Khrom Capital Management LLC

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13F filer, CIK 1877963, Miami Beach, FL

Khrom Capital Management LLC reported $1,093,328,140 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 86.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002292

Period
2026-03-31
Reported value
$1.09B
Holdings
14
Top 10 weight
86.54%
New
6
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
COFnew+819,826$150M
DASHnew+678,400$102M
AMCRnew+2,484,095$98.7M
RGAnew+291,817$59.6M
SLNOnew+1,511,481$50.6M

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
AMCOR PLCexited-17,712,315-$148M
THCexited-504,279-$100M
CACCexited-138,215-$61.3M
ACHCreduced-2,156,409-$50.4M
UALexited-418,280-$46.8M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002292, largest first. % of portfolio is the value over $1,093,328,140, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 819,826 shares 819,826$150M13.68%newTimeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,194,625 shares 5,194,625$122M11.11%-2,156,409Timeline
GXOGXO LOGISTICS INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,988,383$103M9.43%+772,010Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 678,400 shares 678,400$102M9.32%newTimeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 603,506 shares 603,506$102M9.31%+56,169Timeline
AMCRAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,484,095 shares 2,484,095$98.7M9.03%newTimeline
HCIHCI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 580,268 shares 580,268$89.7M8.21%+20,000Timeline
LRNSTRIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358,204 shares; 2026Q1: 750,166 shares 750,166$66.1M6.05%+391,962Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291,817 shares 291,817$59.6M5.45%newTimeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 349,821 shares; 2026Q1: 354,821 shares 354,821$54.1M4.95%+5,000Timeline
SLNOSOLENO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,511,481 shares 1,511,481$50.6M4.63%newTimeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 515,023 shares 515,023$35M3.2%-415,403Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703,137 shares 703,137$31.3M2.86%newTimeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350,225 shares; 2025Q4: 231,005 shares; 2026Q1: 169,140 shares 169,140$30.3M2.77%-61,865Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AMCOR PLCAMCOR PLC17,712,315$148Mshares
THCTENET HEALTHCARE CORP504,279$100Mshares
CACCCREDIT ACCEP CORP MICH138,215$61.3Mshares
UALUNITED AIRLS HLDGS INC418,280$46.8Mshares
SIGSIGNET JEWELERS LTD387,042$32.1Mshares
LGIHLGI HOMES INC342,448$14.7Mshares

How Q1 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 0001172661-26-002292 base2026-05-15acceptance time not in the bulk data set