Khrom Capital Management LLC — 13F holdings

Khrom Capital Management LLC reported 15 holdings worth $1.19B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. COF CAPITAL ONE FINL CORP — $178M (14.9%)
2. DASH DOORDASH INC — $177M (14.8%)
3. GXO GXO LOGISTICS INCORPORATED — $145M (12.1%)
4. HCI HCI GROUP INC — $121M (10.1%)
5. AMCR Amcor PLC — $108M (9.0%)
6. MDLN MEDLINE INC — $96.1M (8.0%)
7. SNX TD SYNNEX CORPORATION — $81.1M (6.8%)
8. RGA REINSURANCE GRP OF AMERICA I — $73.9M (6.2%)
9. LRN STRIDE INC — $64.7M (5.4%)
10. THC TENET HEALTHCARE CORP — $45.7M (3.8%)