Institutional Fund
Khrom Capital Management LLC
Miami Beach, FLCIK 18779635 filings on record
Portfolio Value
$1.09B
Q1 2026
Holdings
14
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+13.7%
from $961.85M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Capital One Finl Corp13.7%
- Acadia Healthcare Company In11.1%
- Gxo Logistics Incorporated9.4%
- Doordash Inc9.3%
- Td Synnex Corporation9.3%
- Amcor PLC9.0%
- Other38.1%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Capital One Finl Corp | 819.8K | $149.56M | 13.7% | +819.8K | New |
| 2 | Acadia Healthcare Company In | 5.19M | $121.50M | 11.1% | −2.16M | Reduced |
| 3 | Gxo Logistics Incorporated | 1.99M | $103.10M | 9.4% | +772.0K | Added |
| 4 | Doordash Inc | 678.4K | $101.86M | 9.3% | +678.4K | New |
| 5 | Td Synnex Corporation | 603.5K | $101.82M | 9.3% | +56.2K | Added |
| 6 | Amcor PLC | 2.48M | $98.74M | 9.0% | +2.48M | New |
| 7 | Hci Group Inc | 580.3K | $89.72M | 8.2% | +20.0K | Added |
| 8 | Stride Inc | 750.2K | $66.14M | 6.0% | +392.0K | Added |
| 9 | Reinsurance Grp Of America I | 291.8K | $59.58M | 5.4% | +291.8K | New |
| 10 | Live Nation Entertainment In | 354.8K | $54.11M | 4.9% | +5.0K | Added |
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