Khrom Capital Management LLC
CIK 1877963
13F filing for Q2 2026・No. 2,295
- Holdings
- US$1.19B
- Quarter change
- +US$100.2M
- Entries
- 15
- Net bought (estimate)
- −US$44.57M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 2
- Cut 3
- Added 7
- Corporate actions 0
- Unchanged 2
Largest holdings
15 stocks worth US$1.19B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| COFCAPITAL ONE FINL CORPCOM | Added | 887,221 | US$177.99M | 14.91% |
| DASHDOORDASH INCCL A | Added | 959,268 | US$177.01M | 14.83% |
| GXOGXO LOGISTICS INCORPORATEDCOMMON STOCK | Added | 2,853,117 | US$144.65M | 12.12% |
| HCI GROUP INCCOM | Added | 690,749 | US$121.05M | 10.14% |
| AMCRAMCOR PLCCOM NEW | Unchanged | 2,484,095 | US$107.69M | 9.02% |
| MDLNMEDLINE INCCOM CL A | Added | 2,435,635 | US$96.06M | 8.05% |
| SNXTD SYNNEX CORPORATIONCOM | Cut | 303,514 | US$81.14M | 6.80% |
| RGAREINSURANCE GROUP AMER INCCOM NEW | Added | 347,359 | US$73.87M | 6.19% |
| LRNSTRIDE INCCOM | Unchanged | 750,166 | US$64.69M | 5.42% |
| THCTENET HEALTHCARE CORPCOM NEW | New | 244,118 | US$45.67M | 3.83% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.