Khrom Capital Management LLC Diversified Active

Name: Khrom Capital Management LLC Q2 2026 13F Filing | 13F Explorer
Creator: Khrom Capital Management LLC
Published: 2026-08-14

Location: Miami Beach, FL

CIK: 0001877963 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $1.194B (100.0% shares, 0.0% debt)

Holdings (15)

New Positions (3)

THC TENET HEALTHCARE CORP 3.8%

Value $45.67M Shares 244,118 Est. Cost — Unrealized —

ICLR ICON PUB LTD CO 0.9%

Value $10.75M Shares 61,900 Est. Cost — Unrealized —

ARW ARROW ELECTRS INC 0.4%

Value $4.393M Shares 20,587 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
THC	TENET HEALTHCARE CORP	244,118	$45.67M	3.8%	—	—	COM NEW	88033G407
ICLR	ICON PUB LTD CO	61,900	$10.75M	0.9%	—	—	SHS	G4705A100
ARW	ARROW ELECTRS INC	20,587	$4.393M	0.4%	—	—	COM	042735100

Increased Positions (7)

DASH DOORDASH INC 14.8%

Value $177M (+73.8%) Shares 959,268 (+41.4%) Est. Cost — Unrealized —

MDLN MEDLINE INC 8.0%

Value $96.06M (+207.0%) Shares 2,435,635 (+246.4%) Est. Cost — Unrealized —

GXO GXO LOGISTICS INCORPORATED 12.1%

Value $145M (+40.3%) Shares 2,853,117 (+43.5%) Est. Cost — Unrealized —

HCI HCI GROUP INC 10.1%

Value $121M (+34.9%) Shares 690,749 (+19.0%) Est. Cost — Unrealized —

COF CAPITAL ONE FINL CORP 14.9%

Value $178M (+19.0%) Shares 887,221 (+8.2%) Est. Cost — Unrealized —

RGA REINSURANCE GROUP AMER INC 6.2%

Value $73.87M (+24.0%) Shares 347,359 (+19.0%) Est. Cost — Unrealized —

UHS UNIVERSAL HLTH SVCS INC 3.3%

Value $39.4M (+30.2%) Shares 264,994 (+56.7%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DASH	DOORDASH INC	959,268 (+41.4%)	$177M (+73.8%)	14.8%	—	—	CL A	25809K105
MDLN	MEDLINE INC	2,435,635 (+246.4%)	$96.06M (+207.0%)	8.0%	—	—	COM CL A	58507V107
GXO	GXO LOGISTICS INCORPORATED	2,853,117 (+43.5%)	$145M (+40.3%)	12.1%	—	—	COMMON STOCK	36262G101
HCI	HCI GROUP INC	690,749 (+19.0%)	$121M (+34.9%)	10.1%	—	—	COM	40416E103
COF	CAPITAL ONE FINL CORP	887,221 (+8.2%)	$178M (+19.0%)	14.9%	—	—	COM	14040H105
RGA	REINSURANCE GROUP AMER INC	347,359 (+19.0%)	$73.87M (+24.0%)	6.2%	—	—	COM NEW	759351604
UHS	UNIVERSAL HLTH SVCS INC	264,994 (+56.7%)	$39.4M (+30.2%)	3.3%	—	—	CL B	913903100

Exited Positions (2)

LYV LIVE NATION ENTERTAINMENT IN 4.5%

Value $54.11M Shares 354,821 Est. Cost — Unrealized —

SLNO SOLENO THERAPEUTICS INC 4.2%

Value $50.6M Shares 1,511,481 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LYV	LIVE NATION ENTERTAINMENT IN	354,821	$54.11M	4.5%	—	—	—	538034109
SLNO	SOLENO THERAPEUTICS INC	1,511,481	$50.6M	4.2%	—	—	—	834203309

Decreased Positions (3)

ACHC ACADIA HEALTHCARE COMPANY IN 1.6%

Value $19.11M (-84.3%) Shares 647,006 (-87.5%) Est. Cost — Unrealized —

SNX TD SYNNEX CORPORATION 6.8%

Value $81.14M (-20.3%) Shares 303,514 (-49.7%) Est. Cost — Unrealized —

SYF SYNCHRONY FINANCIAL 2.5%

Value $30.04M (-14.2%) Shares 395,023 (-23.3%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ACHC	ACADIA HEALTHCARE COMPANY IN	647,006 (-87.5%)	$19.11M (-84.3%)	1.6%	—	—	COM	00404A109
SNX	TD SYNNEX CORPORATION	303,514 (-49.7%)	$81.14M (-20.3%)	6.8%	—	—	COM	87162W100
SYF	SYNCHRONY FINANCIAL	395,023 (-23.3%)	$30.04M (-14.2%)	2.5%	—	—	COM	87165B103

Unchanged Positions (2)

AMCR AMCOR PLC 9.0%

Value $108M Shares 2,484,095 Est. Cost — Unrealized —

LRN STRIDE INC 5.4%

Value $64.69M Shares 750,166 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMCR	AMCOR PLC	2,484,095	$108M	9.0%	—	—	COM NEW	G0250X149
LRN	STRIDE INC	750,166	$64.69M	5.4%	—	—	COM	86333M108