Vault-13

Khrom Capital Management LLC

Miami Beach, FL · CIK 1877963 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2024 · limited liability company

As an employer

US visa salary filings

Job titleFilingsMedianRange
AnalystMiami, FL 1 $249,000 $249,000 – $250,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Khrom Capital Management, LLC.

$1.2bn reported value +9.2% vs Q1 2026
15positions
91.3%in top 10
3 new 7 added 3 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 CAPITAL ONE FINL CORP COM COF COF 887,221 $178.0m14.91% 14.91% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 819.8k, Q2 2026 887.2k +67.4k +67,395 8.2%
2 DOORDASH INC CL A DASH DASH 959,268 $177.0m14.83% 14.83% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 678.4k, Q2 2026 959.3k +280.9k +280,868 41.4%
3 GXO LOGISTICS INCORPORATED COMMON STOCK GXO GXO 2,853,117 $144.7m12.12% 12.12% AddedShares held: Q3 2025 0, Q4 2025 1.2m, Q1 2026 2.0m, Q2 2026 2.9m +864.7k +864,734 43.5%
4 HCI GROUP INC COM HCI HCI 690,749 $121.1m10.14% 10.14% AddedShares held: Q3 2025 694.7k, Q4 2025 560.3k, Q1 2026 580.3k, Q2 2026 690.7k +110.5k +110,481 19.0%
5 AMCOR PLC COM NEW AMCR AMCR 2,484,095 $107.7m9.02% 9.02% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.5m, Q2 2026 2.5m
6 MEDLINE INC COM CL A MDLN MDLN 2,435,635 $96.1m8.05% 8.05% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 703.1k, Q2 2026 2.4m +1.7m +1,732,498 246.4%
7 TD SYNNEX CORPORATION COM SNX SNX 303,514 $81.1m6.80% 6.80% ReducedShares held: Q3 2025 547.3k, Q4 2025 547.3k, Q1 2026 603.5k, Q2 2026 303.5k -300.0k -299,992 -49.7%
8 REINSURANCE GRP OF AMERICA I COM NEW RGA RGA 347,359 $73.9m6.19% 6.19% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 291.8k, Q2 2026 347.4k +55.5k +55,542 19.0%
9 STRIDE INC COM LRN LRN 750,166 $64.7m5.42% 5.42% UnchangedShares held: Q3 2025 0, Q4 2025 358.2k, Q1 2026 750.2k, Q2 2026 750.2k
10 TENET HEALTHCARE CORP COM NEW THC THC 244,118 $45.7m3.83% 3.83% NewShares held: Q3 2025 504.3k, Q4 2025 504.3k, Q1 2026 0, Q2 2026 244.1k
11 UNIVERSAL HLTH SVCS INC CL B UHS UHS 264,994 $39.4m3.30% 3.30% AddedShares held: Q3 2025 350.2k, Q4 2025 231.0k, Q1 2026 169.1k, Q2 2026 265.0k +95.9k +95,854 56.7%
12 SYNCHRONY FINANCIAL COM SYF SYF 395,023 $30.0m2.52% 2.52% ReducedShares held: Q3 2025 1.3m, Q4 2025 930.4k, Q1 2026 515.0k, Q2 2026 395.0k -120.0k -120,000 -23.3%
13 ACADIA HEALTHCARE COMPANY IN COM ACHC ACHC 647,006 $19.1m1.60% 1.60% ReducedShares held: Q3 2025 5.0m, Q4 2025 7.4m, Q1 2026 5.2m, Q2 2026 647.0k -4.5m -4,547,619 -87.5%
14 ICON PLC SHS ICLR ICLR 61,900 $10.8m0.90% 0.90% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 61.9k
15 ARROW ELECTRS INC COM ARW ARW 20,587 $4.4m0.37% 0.37% NewShares held: Q3 2025 233.0k, Q4 2025 0, Q1 2026 0, Q2 2026 20.6k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
LIVE NATION ENTERTAINMENT IN LYV LYV 354,821 $54.1m354.8k shares
SOLENO THERAPEUTICS INC SLNO SLNO 1,511,481 $50.6m1.5m shares