Khrom Capital Management LLC holds a focused book of 14 stocks worth $1.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Capital One Financial Corp and trimmed Acadia Healthcare Co Inc. Their largest long position is Capital One Financial Corp at 14% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1877963/holdings"
Use Arkolith to show Khrom Capital Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% 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, no cost basis
Bars show each stock'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 | $149.6M | 819.8K | 13.7% | ▲New New position | |
| 2 | Acadia Healthcare Company In COM | $121.5M | 5.19M | 11.1% | ▼−29% Reduced · −2.2M sh | |
| 3 | Gxo Logistics Incorporated COMMON STOCK | $103.1M | 1.99M | 9.4% | ▲+63% Added · +772K sh | |
| 4 | Doordash Inc CL A | $101.9M | 678.4K | 9.3% | ▲New New position | |
| 5 | TD Synnex Corporation COM | $101.8M | 603.5K | 9.3% | ▲+10% Added · +56K sh | |
| 6 | Amcor PLC COM NEW | $98.7M | 2.48M | 9.0% | ▲New New position | |
| 7 | Hci Group Inc COM | $89.7M | 580.3K | 8.2% | ▲+3.6% Added · +20K sh | |
| 8 | Stride Inc COM | $66.1M | 750.2K | 6.0% | ▲+109% Added · +392K sh | |
| 9 | Reinsurance Group Amer Inc COM NEW | $59.6M | 291.8K | 5.4% | ▲New New position | |
| 10 | Live Nation Entertainment In COM | $54.1M | 354.8K | 4.9% | ▲+1.4% Added · +5K sh | |
| 11 | Soleno Therapeutics Inc COM | $50.6M | 1.51M | 4.6% | ▲New New position | |
| 12 | Synchrony Financial COM | $35.0M | 515.0K | 3.2% | ▼−45% Reduced · −415K sh | |
| 13 | Medline Inc COM CL A | $31.3M | 703.1K | 2.9% | ▲New New position | |
| 14 | Universal HLTH Svcs Inc CL B | $30.3M | 169.1K | 2.8% | ▼−27% Reduced · −62K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.