Khrom Capital Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Khrom Capital Management LLC reported 16 stock positions worth $529.1 million. Its top holding was Chemours (CC) at 14.7% of the portfolio, followed by Berry Global (BERY, 13.8%) and TD Synnex (SNX, 12.1%). Compared with Q1 2024, it opened 4 new positions, sold out of 2, added to 7 and reduced 5. The biggest buy was a new position in Signet Jewelers (SIG) and the biggest sale an exit from Humana (HUM).
- Most Recent 13F
- Q2 2026
- Location
- Miami Beach, FL
- CIK
- 0001877963
- Portfolio Value
- $529.1M (Q2 2024)
- SEC Filing
- 0001172661-24-003508 ↗ filed Aug 14, 2024
Holdings Value
Holdings 16 stocks · $529.1M
| CC The Chemours Co. | 14.75% | 3,456,626 | $78.0M | Add +54.6% |
| BERY Berry Global Group Inc. | 13.79% | 1,240,083 | $73.0M | Add +15.2% |
| SNX TD Synnex Corp. | 12.06% | 552,752 | $63.8M | Add +7.8% |
| SIG Signet Jewelers Ltd. | 11.03% | 651,448 | $58.4M | New |
| HCI Hci Group Inc. | 10.23% | 587,204 | $54.1M | Add +225.3% |
| DFS Discover Financial Services | 8.01% | 324,065 | $42.4M | Reduce -2.9% |
| THC Tenet Healthcare Corp. | 6.79% | 270,223 | $35.9M | Reduce -16.5% |
| ARW Arrow Electronics Inc. | 6.62% | 289,921 | $35.0M | Add +37.2% |
| KMPR Kemper Corp. | 4.96% | 442,513 | $26.3M | Add +4.1% |
| LGIH Lgi Homes Inc. | 4.06% | 239,997 | $21.5M | New |
| ABG Asbury Automotive Group | 2.75% | 63,948 | $14.6M | New |
| SHC Sotera Health Co. | 1.81% | 807,416 | $9.6M | Reduce -33.7% |
| SYF Synchrony Financial | 1.06% | 119,002 | $5.6M | Reduce -0.2% |
| NPWR Net Power Inc. | 0.82% | 440,596 | $4.3M | Add +9.6% |
| HGV Hilton Grand Vacations Inc. | 0.73% | 95,773 | $3.9M | New |
| RM Regional Management Corp. | 0.52% | 96,494 | $2.8M | Reduce -52.8% |
Portfolio Sells Q1 2024 → Q2 2024
| HUM Humana Inc. | Sold out | 0.00% | −9.34 |
| CPRI Capri Holdings Ltd. | Sold out | 0.00% | −4.21 |
| DFS Discover Financial Services | Reduce -2.9% | 8.01% | −2.40 |
| SHC Sotera Health Co. | Reduce -33.7% | 1.81% | −1.67 |
| THC Tenet Healthcare Corp. | Reduce -16.5% | 6.79% | −1.29 |
| RM Regional Management Corp. | Reduce -52.8% | 0.52% | −0.65 |
| SYF Synchrony Financial | Reduce -0.2% | 1.06% | −0.16 |
Portfolio Buys Q1 2024 → Q2 2024
| SIG Signet Jewelers Ltd. | New | 11.03% | +11.03 |
| HCI Hci Group Inc. | Add +225.3% | 10.23% | +5.25 |
| LGIH Lgi Homes Inc. | New | 4.06% | +4.06 |
| ABG Asbury Automotive Group | New | 2.75% | +2.75 |
| CC The Chemours Co. | Add +54.6% | 14.75% | +0.78 |
| HGV Hilton Grand Vacations Inc. | New | 0.73% | +0.73 |
| ARW Arrow Electronics Inc. | Add +37.2% | 6.62% | +0.11 |
| NPWR Net Power Inc. | Add +9.6% | 0.82% | −0.27 |
| KMPR Kemper Corp. | Add +4.1% | 4.96% | −1.30 |
| BERY Berry Global Group Inc. | Add +15.2% | 13.79% | −1.69 |
| SNX TD Synnex Corp. | Add +7.8% | 12.06% | −1.74 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $1.2B | COF, DASH, GXO, HCI, AMCR |
| Q1 2026 | 14 | $1.1B | COF, ACHC, GXO, DASH, SNX |
| Q4 2025 | 14 | $961.8M | AMCR, HCI, ACHC, THC, SNX |
| Q3 2025 | 13 | $962.3M | AMCR, HCI, ACHC, THC, SNX |
| Q2 2025 | 13 | $897.4M | AMCR, SYF, HCI, THC, SNX |
| Q1 2025 | 16 | $748.4M | HCI, BERY, SYF, SNX, THC |
| Q4 2024 | 18 | $883.2M | BERY, LGIH, SIG, HCI, SNX |
| Q3 2024 | 16 | $787.4M | LGIH, BERY, SIG, SNX, HCI |
| Q2 2024 | 16 | $529.1M | CC, BERY, SNX, SIG, HCI |
| Q1 2024 | 14 | $420.4M | BERY, CC, SNX, DFS, HUM |