Khrom Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMCOR PLC(AMCR) | 0 | 17,712,315 | +17,712,315 | 0 | 144,886,737 | 15.06% | +144,886,737 |
| HCI GROUP INC | 0 | 694,659 | +694,659 | 0 | 133,325,902 | 13.85% | +133,325,902 |
| ACADIA HEALTHCARE CO INC(ACHC) | 0 | 5,037,448 | +5,037,448 | 0 | 124,727,212 | 12.96% | +124,727,212 |
| TENET HEALTHCARE CORP(THC) | 0 | 504,279 | +504,279 | 0 | 102,388,808 | 10.64% | +102,388,808 |
| SYNNEX CORP(SNX) | 0 | 547,337 | +547,337 | 0 | 89,626,434 | 9.31% | +89,626,434 |
| SYNCHRONY FINANCIAL(SYF) | 0 | 1,250,378 | +1,250,378 | 0 | 88,839,357 | 9.23% | +88,839,357 |
| UNIVERSAL HEALTH SERVICESB(UHS) | 0 | 350,225 | +350,225 | 0 | 71,599,999 | 7.44% | +71,599,999 |
| SIGNET JEWELERS LTD | 0 | 587,042 | +587,042 | 0 | 56,309,069 | 5.85% | +56,309,069 |
| CREDIT ACCEPTANCE CORP(CACC) | 0 | 111,215 | +111,215 | 0 | 51,929,620 | 5.40% | +51,929,620 |
| ARROW ELECTRONICS INC | 0 | 233,041 | +233,041 | 0 | 28,197,961 | 2.93% | +28,197,961 |
| UNITED CONTINENTAL HOLDINGS(UAL) | 0 | 282,775 | +282,775 | 0 | 27,287,788 | 2.84% | +27,287,788 |
| LGI HOMES INC(LGIH) | 0 | 474,527 | +474,527 | 0 | 24,537,791 | 2.55% | +24,537,791 |
| INGRAM MICRO HOLDING CORP(INGM) | 0 | 868,282 | +868,282 | 0 | 18,659,380 | 1.94% | +18,659,380 |
| SOTERA HEALTH CO(SHC) | 1,556,635 | 0 | -1,556,635 | 17,309,781 | 0 | — | -17,309,781 |
| INGRAM MICRO HLDG CORP(INGM) | 870,373 | 0 | -870,373 | 18,138,573 | 0 | — | -18,138,573 |
| ARROW ELECTRS INC | 230,441 | 0 | -230,441 | 29,365,097 | 0 | — | -29,365,097 |
| LGI HOMES INC(LGIH) | 672,507 | 0 | -672,507 | 34,647,561 | 0 | — | -34,647,561 |
| SIGNET JEWELERS LIMITED | 587,042 | 0 | -587,042 | 46,699,191 | 0 | — | -46,699,191 |
| CREDIT ACCEP CORP MICH(CACC) | 94,195 | 0 | -94,195 | 47,985,759 | 0 | — | -47,985,759 |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 2,480,979 | 0 | -2,480,979 | 56,293,414 | 0 | — | -56,293,414 |
| UNITED AIRLS HLDGS INC(UAL) | 1,079,096 | 0 | -1,079,096 | 85,928,414 | 0 | — | -85,928,414 |
| TD SYNNEX CORPORATION(SNX) | 633,742 | 0 | -633,742 | 85,998,789 | 0 | — | -85,998,789 |
| TENET HEALTHCARE CORP(THC) | 554,922 | 0 | -554,922 | 97,666,272 | 0 | — | -97,666,272 |
| HCI GROUP INC | 764,659 | 0 | -764,659 | 116,381,100 | 0 | — | -116,381,100 |
| SYNCHRONY FINANCIAL(SYF) | 1,895,337 | 0 | -1,895,337 | 126,494,791 | 0 | — | -126,494,791 |
| AMCOR PLC(AMCR) | 14,633,839 | 0 | -14,633,839 | 134,484,980 | 0 | — | -134,484,980 |