Khrom Capital Management LLC reported 15 holdings worth US$1.19B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Khrom Capital Management LLC reported 15 holdings worth US$1.19B as of Jun 30, 2026. Largest: Capital One Financial Corporation, Doordash, Inc. and Gxo Logistics, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$1.19B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Capital One Financial Corporation | 887K | US$178M | 14.9% |
| Doordash, Inc. | 959K | US$177M | 14.8% |
| Gxo Logistics, Inc. | 2.85M | US$145M | 12.1% |
| Hci Group, Inc. | 691K | US$121M | 10.1% |
| Medline Inc. | 2.44M | US$96.1M | 8.0% |
| Td Synnex Corporation | 304K | US$81.1M | 6.8% |
| Reinsurance Group Of America, Incorporated | 347K | US$73.9M | 6.2% |
| Stride, Inc. | 750K | US$64.7M | 5.4% |
| Tenet Healthcare Corporation | 244K | US$45.7M | 3.8% |
| Universal Health Services, Inc. | 265K | US$39.4M | 3.3% |
| Synchrony Financial | 395K | US$30M | 2.5% |
| Acadia Healthcare Company, Inc. | 647K | US$19.1M | 1.6% |
| Arrow Electronics, Inc. | 20,587 | US$4.39M | 0.37% |
| Live Nation Entertainment, Inc. | 0 | US$0 | 0.00% |
| Soleno Therapeutics, Inc. | 0 | US$0 | 0.00% |