Khrom Capital Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$961.8M
Holdings
14
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMCRAMCOR PLC | 17,712,315 | $147.7M | 15.36% | |
| 2 | HCIHCI GROUP INC | 560,268 | $107.4M | 11.17% | |
| 3 | ACHCACADIA HEALTHCARE COMPANY IN | 7,351,034 | $104.3M | 10.84% | |
| 4 | THCTENET HEALTHCARE CORP | 504,279 | $100.2M | 10.42% | |
| 5 | SUXTD SYNNEX CORPORATION | 547,337 | $82.2M | 8.55% | |
| 6 | SYFSYNCHRONY FINANCIAL | 930,426 | $77.6M | 8.07% | |
| 7 | GXOGXO LOGISTICS INCORPORATED | 1,216,373 | $64.0M | 6.66% | |
| 8 | CACCCREDIT ACCEP CORP MICH | 138,215 | $61.3M | 6.37% | |
| 9 | UHSUNIVERSAL HLTH SVCS INC | 231,005 | $50.4M | 5.24% | |
| 10 | LYVLIVE NATION ENTERTAINMENT IN | 349,821 | $49.8M | 5.18% | |
| 11 | UALUNITED AIRLS HLDGS INC | 418,280 | $46.8M | 4.86% | |
| 12 | SIGSIGNET JEWELERS LIMITED | 387,042 | $32.1M | 3.34% | |
| 13 | LRNSTRIDE INC | 358,204 | $23.3M | 2.42% | |
| 14 | LGIHLGI HOMES INC | 342,448 | $14.7M | 1.53% |