Khrom Capital Management LLC

Hedge Fund • Value

Khrom Capital Management LLC is a Value-focused Hedge Fund based in Miami, FL led by Eric Eleazar Khrom, managing $962.3M across 13 long positions as of Q3 2025 with 31% Healthcare concentration, 93% concentrated in top 10 holdings, and 15% allocation to AMCR.

CIOEric Eleazar Khrom

Portfolio Value: $962.3M
Positions: 13
Top Holding: AMCR at 15.06%
Last Reported: Q3 2025

Address1691 Michigan Ave, Suite 240, Miami, FL, 33139, United States

Top Holdings

Largest long holdings in Khrom Capital Management LLC's portfolio (92.7% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Amcor AMCR	Packaging & Containers Consumer Cyclical	$144.9M	15.06%	+$25.2M Bought	0.77% 17.7M shares	Q2 2025 Held for 5 months
2 HCI Group HCI	Insurance - Property & Casualty Financial Services	$133.3M	13.85%	-$13.4M Sold	5.36% 694.7K shares	Q4 2023 Held for 1y 11m
3 Acadia Healthcare ACHC	Medical - Care Facilities Healthcare	$124.7M	12.96%	+$63.3M Bought	5.45% 5.0M shares	Q4 2024 Held for 11 months
4 Tenet Healthcare THC	Medical - Care Facilities Healthcare	$102.4M	10.64%	-$10.3M Sold	0.57% 504.3K shares	Q2 2022 Held for 3y 5m
5 TD SYNNEX SNX	Technology Distributors Technology	$89.6M	9.31%	-$14.1M Sold	0.68% 547.3K shares	Q1 2023 Held for 2y 8m
6 Synchrony Financial SYF	Financial - Credit Services Financial Services	$88.8M	9.23%	-$45.8M Sold	0.34% 1.3M shares	Q4 2022 Held for 2y 11m
7 Universal Health Services UHS	Medical - Care Facilities Healthcare	$71.6M	7.44%	+$71.6M New	0.55% 350.2K shares	Q3 2025 Held for 2 months
8 Signet Jewelers SIG	Luxury Goods Consumer Cyclical	$56.3M	5.85%	—	1.43% 587.0K shares	Q2 2023 Held for 2y 5m
9 Credit Acceptance CACC	Financial - Credit Services Financial Services	$51.9M	5.40%	+$7.9M Bought	0.99% 111.2K shares	Q1 2025 Held for 8 months
10 Arrow Electronics ARW	Technology Distributors Technology	$28.2M	2.93%	+$314.6K Bought	0.45% 233.0K shares	Q4 2023 Held for 1y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Khrom Capital Management LLC's latest filing

See all changes

GthenC

Market Value

$962.3M

Prior: $897.4M

Q/Q Change

+7.23%

+$64.9M

Net Flows % of MV

-2.06%

Turnover Ratio

18.52%

New Purchases

1 stocks

$71.6M

Added To

4 stocks

+$96.7M

Sold Out Of

1 stocks

$17.3M

Reduced Holdings

7 stocks

-$170.8M

Increased Positions

Position	Shares Δ	Change
1 Universal Health Services UHS	New	0 → 350.2K +$71.6M
2 Acadia Healthcare ACHC	+103.04%	2.5M → 5.0M +$63.3M
3 Amcor AMCR	+21.04%	14.6M → 17.7M +$25.2M
4 Credit Acceptance CACC	+18.07%	94.2K → 111.2K +$7.9M
5 Arrow Electronics ARW	+1.13%	230.4K → 233.0K +$314.6K

Decreased Positions

Position	Shares Δ	Change
1 Sotera Health SHC	Sold	1.6M → 0 −$17.3M
2 United Airlines Holdings UAL	-73.8%	1.1M → 282.8K −$76.8M
3 Synchrony Financial SYF	-34.03%	1.9M → 1.3M −$45.8M
4 LGI Homes LGIH	-29.44%	672.5K → 474.5K −$10.2M
5 TD SYNNEX SNX	-13.63%	633.7K → 547.3K −$14.1M