Khrom Capital Management LLC Portfolio Holdings by Sector

Khrom Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Electronics & Computer Distribution \| Technology SNX ARW 2 stocks	$98,797 18.83% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services HCI KMPR 2 stocks	$80,376 15.32% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials CC 1 stocks	$78,016 14.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BERY 1 stocks	$72,978 13.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical SIG 1 stocks	$58,356 11.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services DFS SYF RM 3 stocks	$50,778 9.68% of portfolio	-	3	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC 1 stocks	$35,947 6.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LGIH 1 stocks	$21,477 4.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ABG 1 stocks	$14,571 2.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$9,584 1.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV 1 stocks	$3,872 0.74% of portfolio	1	-	1	-	0 Calls 0 Puts

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