Filed: 11/14/2025ACC: 0001172661-25-004978
📋 What this filing means
KHROM CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $962.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$962.32M
Total AUM (reported)
28.65M
Total Shares
Allocation by class
COMM$906.01M94.1%
ADRS$56.31M5.9%
Portfolio Concentration
Top 3$402.94M41.9%
4–10$488.89M50.8%
11–25$70.48M7.3%
Top 3 weight
41.9%
Top 10 weight
92.7%
Voting Authority Distribution
Total shares with voting rights: 28.65M
Sole
Full voting authority
28.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
AMCOR PLC
SOLEShares17.71M
TypeSH
Market value$144.89M
15.06%
Sole
17.71M
Shared
0.00
None
0.00
HCI GROUP INC
SOLEShares694.66K
TypeSH
Market value$133.33M
13.85%
Sole
694.66K
Shared
0.00
None
0.00
ACADIA HEALTHCARE CO INC
SOLEShares5.04M
TypeSH
Market value$124.73M
12.96%
Sole
5.04M
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares504.28K
TypeSH
Market value$102.39M
10.64%
Sole
504.28K
Shared
0.00
None
0.00
SYNNEX CORP
SOLEShares547.34K
TypeSH
Market value$89.63M
9.31%
Sole
547.34K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares1.25M
TypeSH
Market value$88.84M
9.23%
Sole
1.25M
Shared
0.00
None
0.00
UNIVERSAL HEALTH SERVICESB
SOLEShares350.23K
TypeSH
Market value$71.60M
7.44%
Sole
350.23K
Shared
0.00
None
0.00
SIGNET JEWELERS LTD
SOLEShares587.04K
TypeSH
Market value$56.31M
5.85%
Sole
587.04K
Shared
0.00
None
0.00
CREDIT ACCEPTANCE CORP
SOLEShares111.22K
TypeSH
Market value$51.93M
5.40%
Sole
111.22K
Shared
0.00
None
0.00
ARROW ELECTRONICS INC
SOLEShares233.04K
TypeSH
Market value$28.20M
2.93%
Sole
233.04K
Shared
0.00
None
0.00
UNITED CONTINENTAL HOLDINGS
SOLEShares282.77K
TypeSH
Market value$27.29M
2.84%
Sole
282.77K
Shared
0.00
None
0.00
LGI HOMES INC
SOLEShares474.53K
TypeSH
Market value$24.54M
2.55%
Sole
474.53K
Shared
0.00
None
0.00
INGRAM MICRO HOLDING CORP
SOLEShares868.28K
TypeSH
Market value$18.66M
1.94%
Sole
868.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMCOR PLCSOLE | COMM | 17.71M | SH | $144.89M 15.06% | 17.71M | 0.00 | 0.00 |
HCI GROUP INCSOLE | COMM | 694.66K | SH | $133.33M 13.85% | 694.66K | 0.00 | 0.00 |
ACADIA HEALTHCARE CO INCSOLE | COMM | 5.04M | SH | $124.73M 12.96% | 5.04M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COMM | 504.28K | SH | $102.39M 10.64% | 504.28K | 0.00 | 0.00 |
SYNNEX CORPSOLE | COMM | 547.34K | SH | $89.63M 9.31% | 547.34K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COMM | 1.25M | SH | $88.84M 9.23% | 1.25M | 0.00 | 0.00 |
UNIVERSAL HEALTH SERVICESBSOLE | COMM | 350.23K | SH | $71.60M 7.44% | 350.23K | 0.00 | 0.00 |
SIGNET JEWELERS LTDSOLE | ADRS | 587.04K | SH | $56.31M 5.85% | 587.04K | 0.00 | 0.00 |
CREDIT ACCEPTANCE CORPSOLE | COMM | 111.22K | SH | $51.93M 5.40% | 111.22K | 0.00 | 0.00 |
ARROW ELECTRONICS INCSOLE | COMM | 233.04K | SH | $28.20M 2.93% | 233.04K | 0.00 | 0.00 |
UNITED CONTINENTAL HOLDINGSSOLE | COMM | 282.77K | SH | $27.29M 2.84% | 282.77K | 0.00 | 0.00 |
LGI HOMES INCSOLE | COMM | 474.53K | SH | $24.54M 2.55% | 474.53K | 0.00 | 0.00 |
INGRAM MICRO HOLDING CORPSOLE | COMM | 868.28K | SH | $18.66M 1.94% | 868.28K | 0.00 | 0.00 |