Khrom Capital Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$962.3B
Holdings
13
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMCRAMCOR PLC | 17,712,315 | $144.9B | 15.06% | |
| 2 | HCIHCI GROUP INC | 694,659 | $133.3B | 13.85% | |
| 3 | ACHCACADIA HEALTHCARE CO INC | 5,037,448 | $124.7B | 12.96% | |
| 4 | THCTENET HEALTHCARE CORP | 504,279 | $102.4B | 10.64% | |
| 5 | SUXSYNNEX CORP | 547,337 | $89.6B | 9.31% | |
| 6 | SYFSYNCHRONY FINANCIAL | 1,250,378 | $88.8B | 9.23% | |
| 7 | UHSUNIVERSAL HEALTH SERVICESB | 350,225 | $71.6B | 7.44% | |
| 8 | SIGSIGNET JEWELERS LTD | 587,042 | $56.3B | 5.85% | |
| 9 | CACCCREDIT ACCEPTANCE CORP | 111,215 | $51.9B | 5.40% | |
| 10 | ARWARROW ELECTRONICS INC | 233,041 | $28.2B | 2.93% | |
| 11 | UALUNITED CONTINENTAL HOLDINGS | 282,775 | $27.3B | 2.84% | |
| 12 | LGIHLGI HOMES INC | 474,527 | $24.5B | 2.55% | |
| 13 | INGMINGRAM MICRO HOLDING CORP | 868,282 | $18.7B | 1.94% |