Fund Holdings — Khrom Capital Management LLC

Total Portfolio Value:
$420.43M
Total Bought:
$155.00M
Total Sold:
$65.06M
Net Transaction:
+$89.95M
Notable People:
Eduard Skutelsky
Securities
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SharesValue
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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Berry Global Group Inc747,9291,076,470+328,541$50.40M$65.10M15.49%+$14.70M
The Chemours Company(CC)871,0252,235,659+1,364,634$27.47M$58.71M13.96%+$31.24M
TD SYNNEX Corporation(SNX)452,447512,752+60,305$48.69M$57.99M13.79%+$9.30M
Discover Finl Svcs355,807333,805-22,002$39.99M$43.76M10.41%+$3.77M
Humana Inc.(HUM)63,646113,195+49,549$29.14M$39.25M9.34%+$10.11M
Tenet Healthcare Corporation(THC)424,018323,518-100,500$32.04M$34.00M8.09%+$1.96M
Arrow Electrs Inc94,020211,265+117,245$11.49M$27.35M6.51%+$15.86M
Kemper Corporation 5.875% Fixed(KMPB)82,743425,262+342,519$4.03M$26.33M6.26%+$22.31M
Hci Group Inc20,232180,506+160,274$1.77M$20.95M4.98%+$19.18M
Capri Holdings LimitedSHS
SHS
0390,304+390,304$0$17.68M4.21%+$17.68M
Sotera Health Company(SHC)01,217,809+1,217,809$0$14.63M3.48%+$14.63M
Synchrony Financial(SYF)345,263119,272-225,991$13.19M$5.14M1.22%-$8.04M
Regional Management Corp.(RM)236,978204,231-32,747$5.94M$4.94M1.18%-$999.0K
NET Power Inc.CL A(NPWR)402,096402,0960$4.06M$4.58M1.09%+$518.7K
SunCar Technology Group Inc.(SDA)98,9830-98,983$3.61M$0—-$3.61M
Signet Jewelers LimitedSHS
SHS
435,1500-435,150$46.67M$0—-$46.67M
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Khrom Capital Management LLC — 13F Holdings — Q1 2024 | TickerTrail