KHROM CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACHC | 5.19M | $121.50M |
 | AMCR | 2.48M | $98.74M |
 | GXO | 1.99M | $103.10M |
 | COF | 820K | $149.56M |
 | LRN | 750K | $66.14M |
 | MDLN | 703K | $31.29M |
 | DASH | 678K | $101.86M |
 | SNX | 604K | $101.82M |
 | HCI | 580K | $89.72M |
 | SYF | 515K | $35.03M |
 | LYV | 355K | $54.11M |
 | RGA | 292K | $59.58M |
 | UHS | 169K | $30.27M |
Acadia Healthcare Company, Inc.
ACHC
Shares Held
5.19M
Value
$121.50M
Amcor plc
AMCR
Shares Held
2.48M
Value
$98.74M
GXO Logistics, Inc.
GXO
Shares Held
1.99M
Value
$103.10M
Capital One Financial Corporation
COF
Shares Held
820K
Value
$149.56M
Stride, Inc.
LRN
Shares Held
750K
Value
$66.14M
Medline Inc.
MDLN
Shares Held
703K
Value
$31.29M
DoorDash, Inc.
DASH
Shares Held
678K
Value
$101.86M
TD Synnex Corp
SNX
Shares Held
604K
Value
$101.82M
HCI Group, Inc.
HCI
Shares Held
580K
Value
$89.72M
Synchrony Financial
SYF
Shares Held
515K
Value
$35.03M
Live Nation Entertainment, Inc.
LYV
Shares Held
355K
Value
$54.11M
Reinsurance Group of America, Incorporated
RGA
Shares Held
292K
Value
$59.58M
Universal Health Services, Inc.
UHS
Shares Held
169K
Value
$30.27M