Khrom Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$897.4B
Holdings
13
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMCRAMCOR PLC | 14,633,839 | $134.5B | 14.99% | |
| 2 | SYFSYNCHRONY FINANCIAL | 1,895,337 | $126.5B | 14.10% | |
| 3 | HCIHCI GROUP INC | 764,659 | $116.4B | 12.97% | |
| 4 | THCTENET HEALTHCARE CORP | 554,922 | $97.7B | 10.88% | |
| 5 | SUXTD SYNNEX CORPORATION | 633,742 | $86.0B | 9.58% | |
| 6 | UALUNITED AIRLS HLDGS INC | 1,079,096 | $85.9B | 9.58% | |
| 7 | ACHCACADIA HEALTHCARE COMPANY IN | 2,480,979 | $56.3B | 6.27% | |
| 8 | CACCCREDIT ACCEP CORP MICH | 94,195 | $48.0B | 5.35% | |
| 9 | SIGSIGNET JEWELERS LIMITED | 587,042 | $46.7B | 5.20% | |
| 10 | LGIHLGI HOMES INC | 672,507 | $34.6B | 3.86% | |
| 11 | ARWARROW ELECTRS INC | 230,441 | $29.4B | 3.27% | |
| 12 | INGMINGRAM MICRO HLDG CORP | 870,373 | $18.1B | 2.02% | |
| 13 | SHCSOTERA HEALTH CO | 1,556,635 | $17.3B | 1.93% |