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Size ($ in 1000's)
At 12/31/2023: $318,505 At 09/30/2023: $207,408
Khrom Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Khrom Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Khrom Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Khrom Capital Management LLC.
In the Khrom Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Khrom Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Khrom Capital Management LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
BERRY GLOBAL GROUP INC |
747,929 |
+208,281 |
$50,403 | BERY | 747,929 | +208,281 | $50,403 | TD SYNNEX CORPORATION |
452,447 |
+196,734 |
$48,688 | SNX | 452,447 | +196,734 | $48,688 | SIGNET JEWELERS LIMITED |
435,150 |
+66,615 |
$46,674 | SIG | 435,150 | +66,615 | $46,674 | DISCOVER FINL SVCS |
355,807 |
-19,556 |
$39,993 | DFS | 355,807 | -19,556 | $39,993 | TENET HEALTHCARE CORP |
424,018 |
+173,903 |
$32,043 | THC | 424,018 | +173,903 | $32,043 | HUMANA INC |
63,646 |
+63,646 |
$29,138 | HUM | 63,646 | +63,646 | $29,138 | CHEMOURS CO |
871,025 |
+5,730 |
$27,472 | CC | 871,025 | +5,730 | $27,472 | SYNCHRONY FINANCIAL |
345,263 |
-278,050 |
$13,186 | SYF | 345,263 | -278,050 | $13,186 | ARROW ELECTRS INC |
94,020 |
+94,020 |
$11,494 | ARW | 94,020 | +94,020 | $11,494 | REGIONAL MGMT CORP |
236,978 |
-34,493 |
$5,943 | RM | 236,978 | -34,493 | $5,943 | NET POWER INC |
402,096 |
+402,096 |
$4,061 | NPWR | 402,096 | +402,096 | $4,061 | KEMPER CORP |
82,743 |
+82,743 |
$4,027 | KMPR | 82,743 | +82,743 | $4,027 | SEALED AIR CORP NEW |
98,983 |
-224,677 |
$3,615 | SEE | 98,983 | -224,677 | $3,615 |
See Full List: All Stocks Held By Khrom Capital Management LLC
— Including: Biggest new positions Biggest exits Biggest increased positions
See Details: Top 10 Stocks Held By Khrom Capital Management LLC
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