Khrom Capital Management LLC

data from 30/09/2025

Capitalization

$ 962.316 M 7.23 %

Average holding period

6 ans

Performance

$ 99.771 M 9.31 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Khrom Capital Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AMCR AMCOR PLC 15.06% 144.887 M $ 17712315 2025/06/30 -14.780 M $ -10.99 %
2025/09/30 HCI HCI GROUP INC 13.85% 133.326 M $ 694659 2023/12/31 30.380 M $ 26.10 %
2025/09/30 ACHC ACADIA HEALTHCARE CO INC 12.96% 124.727 M $ 5037448 2024/12/31 5.136 M $ 9.12 %
2025/09/30 THC TENET HEALTHCARE CORP 10.64% 102.389 M $ 504279 2022/06/30 15.005 M $ 15.36 %
2025/09/30 SNX SYNNEX CORP 9.31% 89.626 M $ 547337 2023/03/31 17.776 M $ 20.67 %
2025/09/30 SYF SYNCHRONY FINANCIAL 9.23% 88.839 M $ 1250378 2022/12/31 8.169 M $ 6.46 %
2025/09/30 UHS UNIVERSAL HEALTH SERVICESB 7.44% 71.600 M $ 350225 2025/09/30 0.000 $ 0.00 %
2025/09/30 SIG SIGNET JEWELERS LTD 5.85% 56.309 M $ 587042 2023/06/30 9.610 M $ 20.58 %
2025/09/30 CACC CREDIT ACCEPTANCE CORP 5.40% 51.930 M $ 111215 2025/03/31 -4.003 M $ -8.34 %
2025/09/30 ARW ARROW ELECTRONICS INC 2.93% 28.198 M $ 233041 2023/12/31 -1.482 M $ -5.05 %
2025/09/30 UAL UNITED CONTINENTAL HOLDINGS 2.84% 27.288 M $ 282775 2024/12/31 18.204 M $ 21.19 %
2025/09/30 LGIH LGI HOMES INC 2.55% 24.538 M $ 474527 2024/06/30 127.776 K $ 0.37 %
2025/09/30 INGM INGRAM MICRO HOLDING CORP 1.94% 18.659 M $ 868282 2024/12/31 565.742 K $ 3.12 %
2025/09/30 SHC SOTERA HEALTH CO 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %