13F HOLDINGS REPORT
KHROM CAPITAL MANAGEMENT LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001420506-23-001027
Total Value
$129.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TENET HEALTHCARE CORP | THC | 372,414 | $22.1M | 17.08% |
| 2 | BERRY GLOBAL GROUP INC | 08579W103 | 335,244 | $19.7M | 15.24% |
| 3 | SYNCHRONY FINANCIAL | SYF-PB | 586,485 | $17.1M | 13.16% |
| 4 | TRONOX HOLDINGS PLC | TROX | 1,053,542 | $15.1M | 11.69% |
| 5 | CHEMOURS CO | CC | 443,272 | $13.3M | 10.24% |
| 6 | TD SYNNEX CORPORATION | SNX | 130,649 | $12.6M | 9.76% |
| 7 | GRIFFON CORP | GFF | 324,148 | $10.4M | 8.01% |
| 8 | REGIONAL MGMT CORP | 75902K106 | 305,498 | $8.0M | 6.15% |
| 9 | CAPRI HOLDINGS LIMITED | CPRI | 93,000 | $4.4M | 3.37% |
| 10 | CAPITAL ONE FINL CORP | 14040H105 | 41,510 | $4.0M | 3.08% |
| 11 | SEALED AIR CORP NEW | SE | 62,385 | $2.9M | 2.21% |