13F HOLDINGS REPORT
KHROM CAPITAL MANAGEMENT LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001420506-23-002153
Total Value
$207.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERRY GLOBAL GROUP INC | 08579W103 | 539,648 | $33.4M | 16.11% |
| 2 | DISCOVER FINL SVCS | 254709108 | 375,363 | $32.5M | 15.68% |
| 3 | SIGNET JEWELERS LIMITED | SIG | 368,535 | $26.5M | 12.76% |
| 4 | TD SYNNEX CORPORATION | SNX | 255,713 | $25.5M | 12.31% |
| 5 | CHEMOURS CO | CC | 865,295 | $24.3M | 11.70% |
| 6 | SYNCHRONY FINANCIAL | SYF-PB | 623,313 | $19.1M | 9.19% |
| 7 | TENET HEALTHCARE CORP | THC | 250,115 | $16.5M | 7.95% |
| 8 | SEALED AIR CORP NEW | SE | 323,660 | $10.6M | 5.13% |
| 9 | REGIONAL MGMT CORP | 75902K106 | 271,471 | $7.5M | 3.62% |
| 10 | TRONOX HOLDINGS PLC | TROX | 470,213 | $6.3M | 3.05% |
| 11 | TARGET HOSPITALITY CORP | TH | 231,572 | $3.7M | 1.77% |
| 12 | GRIFFON CORP | GFF | 38,493 | $1.5M | 0.74% |