Khrom Capital Management LLC: 13F holdings
CIK 18779632026Q2
| Positions | 15 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| COF CAPITAL ONE FINL CORP | 887,221 | $178.0m | 14.9% |
| DASH DOORDASH INC | 959,268 | $177.0m | 14.8% |
| GXO GXO LOGISTICS INCORPORATED | 2,853,117 | $144.7m | 12.1% |
| HCI HCI GROUP INC | 690,749 | $121.1m | 10.1% |
| AMCOR PLC | 2,484,095 | $107.7m | 9.0% |
| MDLN MEDLINE INC | 2,435,635 | $96.1m | 8.0% |
| SNX TD SYNNEX CORPORATION | 303,514 | $81.1m | 6.8% |
| RGA REINSURANCE GROUP AMER INC | 347,359 | $73.9m | 6.2% |
| LRN STRIDE INC | 750,166 | $64.7m | 5.4% |
| THC TENET HEALTHCARE CORP | 244,118 | $45.7m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1877963")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.