Khrom Capital Management LLC holds a concentrated book of 15 reported positions worth $1.2B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Tenet Healthcare Corp and trimmed TD Synnex Corp. Their largest long position is Capital One Financial Corp at 15% of the reported non-option book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Khrom Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Abrams Bison Investments, LLC | 3 / 15 | $748.8M |
| Brave Warrior Advisors, LLC | 3 / 15 | $1.0B |
| Triveni Capital Investments LP | 2 / 15 | $16.7M |
| English Capital Management LLC | 4 / 15 | $34.9M |
| Lone Pine Capital LLC | 3 / 15 | $1.4B |
| Impactive Capital LP | 2 / 15 | $148.0M |
| Greenhaven Associates Inc | 2 / 15 | $915.1M |
| Cna Financial Corp | 2 / 15 | $24.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Khrom Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital One Finl Corp COM | $178.0M | 887.2K | 14.9% | ▲+8.2% Added · +67K sh | |
| 2 | Doordash Inc CL A | $177.0M | 959.3K | 14.8% | ▲+41% Added · +281K sh | |
| 3 | Gxo Logistics Incorporated COMMON STOCK | $144.7M | 2.85M | 12.1% | ▲+43% Added · +865K sh | |
| 4 | Hci Group Inc COM | $121.1M | 690.7K | 10.1% | ▲+19% Added · +110K sh | |
| 5 | Amcor PLC COM NEW | $107.7M | 2.48M | 9.0% | —Held | |
| 6 | Medline Inc COM CL A | $96.1M | 2.44M | 8.0% | ▲+246% Added · +1.7M sh | |
| 7 | TD Synnex Corporation COM | $81.1M | 303.5K | 6.8% | ▼−50% Reduced · −300K sh | |
| 8 | Reinsurance Group Amer Inc COM NEW | $73.9M | 347.4K | 6.2% | ▲+19% Added · +56K sh | |
| 9 | Stride Inc COM | $64.7M | 750.2K | 5.4% | —Held | |
| 10 | Tenet Healthcare Corp COM NEW | $45.7M | 244.1K | 3.8% | ▲New New position | |
| 11 | Universal HLTH Svcs Inc CL B | $39.4M | 265.0K | 3.3% | ▲+57% Added · +96K sh | |
| 12 | Synchrony Financial COM | $30.0M | 395.0K | 2.5% | ▼−23% Reduced · −120K sh | |
| 13 | Acadia Healthcare Company In COM | $19.1M | 647.0K | 1.6% | ▼−88% Reduced · −4.5M sh | |
| 14 | Icon Pub Ltd Co SHS | $10.8M | 61.9K | 0.9% | ▲New New position | |
| 15 | Arrow Electrs Inc COM | $4.4M | 20.6K | 0.4% | ▲New New position |
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Use Arkolith to show Khrom Capital Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.