Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Khrom Capital Management LLC (CIK 1877963) reported $1.09B across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COF ($149.6M, 13.68%), ACHC ($121.5M, 11.11%), GXO ($103.1M, 9.43%), DASH ($101.9M, 9.32%), SNX ($101.8M, 9.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COF | CAPITAL ONE FINL CORP | $149.6M | 13.68% | 819,826 | New |
| 2 | ACHC | ACADIA HEALTHCARE COMPANY IN | $121.5M | 11.11% | 5.2M | Trimmed |
| 3 | GXO | GXO LOGISTICS INCORPORATED | $103.1M | 9.43% | 2.0M | Added |
| 4 | DASH | DOORDASH INC | $101.9M | 9.32% | 678,400 | New |
| 5 | SNX | TD SYNNEX CORPORATION | $101.8M | 9.31% | 603,506 | Added |
| 6 | AMCCF | AMCOR PLC | $98.7M | 9.03% | 2.5M | New |
| 7 | HCI | HCI GROUP INC | $89.7M | 8.21% | 580,268 | Added |
| 8 | LRN | STRIDE INC | $66.1M | 6.05% | 750,166 | Added |
| 9 | RGA | REINSURANCE GROUP AMER INC | $59.6M | 5.45% | 291,817 | New |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | $54.1M | 4.95% | 354,821 | Added |
| 11 | SLNO | SOLENO THERAPEUTICS INC | $50.6M | 4.63% | 1.5M | New |
| 12 | SYF | SYNCHRONY FINANCIAL | $35.0M | 3.20% | 515,023 | Trimmed |
| 13 | MEDLINE INC | $31.3M | 2.86% | 703,137 | New | |
| 14 | UHS | UNIVERSAL HLTH SVCS INC | $30.3M | 2.77% | 169,140 | Trimmed |
| 15 | CACC | CREDIT ACCEP CORP MICH | $0 | 0.00% | 0 | Exited |
| 16 | LGIH | LGI HOMES INC | $0 | 0.00% | 0 | Exited |
| 17 | THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | Exited |
| 18 | UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | Exited |
| 19 | AMCR | AMCOR PLC | $0 | 0.00% | 0 | Exited |
| 20 | SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31