Khrom Capital Management LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$420.4B
Holdings
14
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BERYEURBERRY GLOBAL GROUP INC | 1,076,470 | $65.1B | 15.49% | |
| 2 | CCCHEMOURS CO | 2,235,659 | $58.7B | 13.96% | |
| 3 | SUXTD SYNNEX CORPORATION | 512,752 | $58.0B | 13.79% | |
| 4 | DFSEURDISCOVER FINL SVCS | 333,805 | $43.8B | 10.41% | |
| 5 | HUMHUMANA INC | 113,195 | $39.2B | 9.34% | |
| 6 | THCTENET HEALTHCARE CORP | 323,518 | $34.0B | 8.09% | |
| 7 | ARWARROW ELECTRS INC | 211,265 | $27.4B | 6.51% | |
| 8 | UI2KEMPER CORP | 425,262 | $26.3B | 6.26% | |
| 9 | HCIHCI GROUP INC | 180,506 | $21.0B | 4.98% | |
| 10 | CPRICAPRI HOLDINGS LIMITED | 390,304 | $17.7B | 4.21% | |
| 11 | SHCSOTERA HEALTH CO | 1,217,809 | $14.6B | 3.48% | |
| 12 | SYFSYNCHRONY FINANCIAL | 119,272 | $5.1B | 1.22% | |
| 13 | RMREGIONAL MGMT CORP | 204,231 | $4.9B | 1.18% | |
| 14 | NPWRNET POWER INC | 402,096 | $4.6B | 1.09% |