Khrom Capital Management LLC Portfolio Holdings by Sector
Khrom Capital Management LLC
- $778 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Electronics & Computer Distribution | Technology
SNX ARW 2 stocks |
$137,605
17.69% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
LGIH 1 stocks |
$108,675
13.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
HCI KMPR 2 stocks |
$97,470
12.53% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
BERY 1 stocks |
$96,528
12.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Luxury Goods | Consumer Cyclical
SIG 1 stocks |
$95,449
12.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
CC 1 stocks |
$67,923
8.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
DFS SYF RM 3 stocks |
$60,102
7.73% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
LYV 1 stocks |
$51,835
6.66% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
THC 1 stocks |
$44,911
5.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ABG 1 stocks |
$15,257
1.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TGI 1 stocks |
$2,064
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|