13F HOLDINGS REPORT
KHROM CAPITAL MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003404
Total Value
$897.4M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMCOR PLC | AMCCF | 14,633,839 | $134.5M | 14.99% |
| 2 | SYNCHRONY FINANCIAL | SYF-PB | 1,895,337 | $126.5M | 14.10% |
| 3 | HCI GROUP INC | HCIIP | 764,659 | $116.4M | 12.97% |
| 4 | TENET HEALTHCARE CORP | THC | 554,922 | $97.7M | 10.88% |
| 5 | TD SYNNEX CORPORATION | SNX | 633,742 | $86.0M | 9.58% |
| 6 | UNITED AIRLS HLDGS INC | UNTCW | 1,079,096 | $85.9M | 9.58% |
| 7 | ACADIA HEALTHCARE COMPANY IN | ACHC | 2,480,979 | $56.3M | 6.27% |
| 8 | CREDIT ACCEP CORP MICH | 225310101 | 94,195 | $48.0M | 5.35% |
| 9 | SIGNET JEWELERS LIMITED | SIG | 587,042 | $46.7M | 5.20% |
| 10 | LGI HOMES INC | LGIH | 672,507 | $34.6M | 3.86% |
| 11 | ARROW ELECTRS INC | 042735100 | 230,441 | $29.4M | 3.27% |
| 12 | INGRAM MICRO HLDG CORP | INGM | 870,373 | $18.1M | 2.02% |
| 13 | SOTERA HEALTH CO | SHC | 1,556,635 | $17.3M | 1.93% |