Khrom Capital Management LLC Portfolio Holdings by Sector
Khrom Capital Management LLC
- $944 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Medical Care Facilities | Healthcare
ACHC THC UHS 3 stocks |
$298,714
31.66% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$144,886
15.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SYF CACC 2 stocks |
$140,768
14.92% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
HCI 1 stocks |
$133,325
14.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
SNX ARW 2 stocks |
$117,823
12.49% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
SIG 1 stocks |
$56,309
5.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$27,287
2.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LGIH 1 stocks |
$24,537
2.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|