Khrom Capital Management LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$110.2B
Holdings
12
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BERYEURBERRY GLOBAL GROUP INC | 405,613 | $18.9B | 17.13% | |
| 2 | COFCAPITAL ONE FINL CORP | 204,111 | $18.8B | 17.07% | |
| 3 | THCTENET HEALTHCARE CORP | 270,224 | $13.9B | 12.65% | |
| 4 | TROXTRONOX HOLDINGS PLC | 1,042,396 | $12.8B | 11.59% | |
| 5 | LFG1USDARCHAEA ENERGY INC | 505,944 | $9.1B | 8.27% | |
| 6 | CCCHEMOURS CO | 365,962 | $9.0B | 8.19% | |
| 7 | RMREGIONAL MGMT CORP | 308,264 | $8.6B | 7.84% | |
| 8 | CPRICAPRI HOLDINGS LIMITED | 219,524 | $8.4B | 7.66% | |
| 9 | GIIIG III APPAREL GROUP LTD | 541,011 | $8.1B | 7.34% | |
| 10 | TOLTOLL BROTHERS INC | 26,961 | $1.1B | 1.03% | |
| 11 | PHMPULTE GROUP INC | 21,298 | $799.0M | 0.73% | |
| 12 | TCSUSDCONTAINER STORE GROUP INC | 117,701 | $577.0M | 0.52% |