Khrom Capital Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$748.4B
Holdings
16
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HCIHCI GROUP INC | 796,170 | $118.8B | 15.87% | |
| 2 | BERYEURBERRY GLOBAL GROUP INC | 1,673,633 | $116.8B | 15.61% | |
| 3 | SYFSYNCHRONY FINANCIAL | 1,392,117 | $73.7B | 9.85% | |
| 4 | SUXTD SYNNEX CORPORATION | 706,447 | $73.4B | 9.81% | |
| 5 | THCTENET HEALTHCARE CORP | 471,222 | $63.4B | 8.47% | |
| 6 | UALUNITED AIRLS HLDGS INC | 743,339 | $51.3B | 6.86% | |
| 7 | ACHCACADIA HEALTHCARE COMPANY IN | 1,587,299 | $48.1B | 6.43% | |
| 8 | ARWARROW ELECTRS INC | 437,161 | $45.4B | 6.06% | |
| 9 | LGIHLGI HOMES INC | 682,708 | $45.4B | 6.06% | |
| 10 | SIGSIGNET JEWELERS LIMITED | 557,952 | $32.4B | 4.33% | |
| 11 | CACCCREDIT ACCEP CORP MICH | 59,337 | $30.6B | 4.09% | |
| 12 | CCCHEMOURS CO | 1,427,489 | $19.3B | 2.58% | |
| 13 | INGMINGRAM MICRO HLDG CORP | 870,373 | $15.4B | 2.06% | |
| 14 | SHCSOTERA HEALTH CO | 567,834 | $6.6B | 0.88% | |
| 15 | MAGNMAGNERA CORP | 263,647 | $4.8B | 0.64% | |
| 16 | NPWRNET POWER INC | 1,084,705 | $2.9B | 0.38% |