Khrom Capital Management LLC Top Holdings and 13F Report (2023) About Khrom Capital Management LLCInvestment ActivityKhrom Capital Management LLC has $883.16 million in total holdings as of December 31, 2022.Khrom Capital Management LLC owns shares of 18 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 29.81% of the portfolio was purchased this quarter.About 12.32% of the portfolio was sold this quarter.This quarter, Khrom Capital Management LLC has purchased 16 new stocks and bought additional shares in 6 stocks.Khrom Capital Management LLC sold shares of 3 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berry Global Group $105,412,553LGI Homes $97,964,609Signet Jewelers $92,790,834HCI Group $92,777,690TD SYNNEX $81,843,496 Largest New Holdings this Quarter United Airlines $51,657,200 HoldingAcadia Healthcare $49,602,229 HoldingHCA Healthcare $25,000,694 HoldingMAGNERA CORP $23,777,407 HoldingINGRAM MICRO HLDG CORP $18,773,476 Holding Largest Purchases this Quarter United Airlines 532,000 shares (about $51.66M)Acadia Healthcare 1,251,002 shares (about $49.60M)HCA Healthcare 83,294 shares (about $25.00M)MAGNERA CORP 1,308,608 shares (about $23.78M)INGRAM MICRO HLDG CORP 968,204 shares (about $18.77M) Largest Sales this Quarter Chemours 1,159,331 shares (about $19.59M)TD SYNNEX 51,813 shares (about $6.08M)NET Power 265,646 shares (about $2.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKhrom Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBERYBerry Global Group$105,412,553$13,583,675 ▲14.8%1,630,00711.9%Industrial ProductsLGIHLGI Homes$97,964,609$15,886,201 ▲19.4%1,095,80111.1%FinanceSIGSignet Jewelers$92,790,834$18,106,401 ▲24.2%1,149,68210.5%Retail/WholesaleHCIHCI Group$92,777,690$15,922,892 ▲20.7%796,17010.5%FinanceSNXTD SYNNEX$81,843,496$6,076,629 ▼-6.9%697,8479.3%Computer and TechnologyDFSDiscover Financial Services$60,468,5300.0%349,0656.8%FinanceUALUnited Airlines$51,657,200$51,657,200 ▲New Holding532,0005.8%TransportationARWArrow Electronics$50,137,612$9,599,703 ▲23.7%443,2255.7%Computer and TechnologyACHCAcadia Healthcare$49,602,229$49,602,229 ▲New Holding1,251,0025.6%MedicalCCChemours$36,898,632$19,592,694 ▼-34.7%2,183,3514.2%Basic MaterialsTHCTenet Healthcare$34,110,2490.0%270,2233.9%MedicalKMPRKemper$29,269,544$137,996 ▲0.5%440,5413.3%FinanceHCAHCA Healthcare$25,000,694$25,000,694 ▲New Holding83,2942.8%MedicalMAGNERA CORP$23,777,407$23,777,407 ▲New Holding1,308,6082.7%COM SHSINGRAM MICRO HLDG CORP$18,773,476$18,773,476 ▲New Holding968,2042.1%COMCZRCaesars Entertainment$16,191,489$16,191,489 ▲New Holding484,4851.8%Consumer DiscretionaryNPWRNET Power$11,487,026$2,813,191 ▼-19.7%1,084,7051.3%Oils/EnergySHCSotera Health$4,998,480$4,998,480 ▲New Holding365,3860.6%MedicalLYVLive Nation Entertainment$0$51,830,595 ▼-100.0%00.0%Consumer DiscretionaryABGAsbury Automotive Group$0$15,257,353 ▼-100.0%00.0%Retail/WholesaleSYFSynchrony Financial$0$8,974,609 ▼-100.0%00.0%FinanceRMRegional Management$0$2,156,963 ▼-100.0%00.0%FinanceTGITriumph Group$0$2,064,759 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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