HoldingsChannel.com
| 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 |
| HCI GROUP INC |
20,232 | +20,232 | $1,768 |
| HCI | 20,232 | +20,232 | $1,768 |
 GRIFFON CORP |
$0 (exited) | ||
| GFF | 0 | -38,493 | $0 |
| TARGET HOSPITALITY CORP |
$0 (exited) | ||
| TH | 0 | -231,572 | $0 |
| TRONOX HOLDINGS PLC |
0 | -470,213 | $0 (exited) |
| TROX | 0 | -470,213 | $0 |
See Summary: Khrom Capital Management LLC Top Holdings
See Details: Top 10 Stocks Held By Khrom Capital Management LLC
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| HUM | +63,646 | +$29,138 |
| ARW | +94,020 | +$11,494 |
| NPWR | +402,096 | +$4,061 |
| KMPR | +82,743 | +$4,027 |
| HCI | +20,232 | +$1,768 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| TROX | -470,213 | -$6,320 |
| TH | -231,572 | -$3,677 |
| GFF | -38,493 | -$1,527 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| BERY | +208,281 | +$16,993 |
| SNX | +196,734 | +$23,152 |
| THC | +173,903 | +$15,563 |
| SIG | +66,615 | +$20,210 |
| CC | +5,730 | +$3,200 |
| DFS | -19,556 | +$7,475 |
| RM | -34,493 | -$1,571 |
| SEE | -224,677 | -$7,020 |
| SYF | -278,050 | -$5,869 |
|
Size ($ 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 |
