13F HOLDINGS REPORT
KHROM CAPITAL MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004978
Total Value
$962.3M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMCOR PLC | AMCCF | 17,712,315 | $144.9M | 15.06% |
| 2 | HCI GROUP INC | HCIIP | 694,659 | $133.3M | 13.85% |
| 3 | ACADIA HEALTHCARE CO INC | ACHC | 5,037,448 | $124.7M | 12.96% |
| 4 | TENET HEALTHCARE CORP | THC | 504,279 | $102.4M | 10.64% |
| 5 | SYNNEX CORP | SNX | 547,337 | $89.6M | 9.31% |
| 6 | SYNCHRONY FINANCIAL | SYF-PB | 1,250,378 | $88.8M | 9.23% |
| 7 | UNIVERSAL HEALTH SERVICESB | 913903100 | 350,225 | $71.6M | 7.44% |
| 8 | SIGNET JEWELERS LTD | SIG | 587,042 | $56.3M | 5.85% |
| 9 | CREDIT ACCEPTANCE CORP | 225310101 | 111,215 | $51.9M | 5.40% |
| 10 | ARROW ELECTRONICS INC | 042735100 | 233,041 | $28.2M | 2.93% |
| 11 | UNITED CONTINENTAL HOLDINGS | UNTCW | 282,775 | $27.3M | 2.84% |
| 12 | LGI HOMES INC | LGIH | 474,527 | $24.5M | 2.55% |
| 13 | INGRAM MICRO HOLDING CORP | INGM | 868,282 | $18.7M | 1.94% |