Q2 2023 · 13F-HR
Khrom Capital Management LLCholdings as filed
Filed 2023-08-14 · accession 0001420506-23-001681
$184.3M
Reported value
10
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $34.2M | 18.5% | 1,007,851 | Common | SOLE |
| 163851108 | CC | CHEMOURS CO | $29.5M | 16.0% | 800,000 | Common | SOLE |
| 08579W103 | BERYEUR | BERRY GLOBAL GROUP INC | $27.6M | 14.9% | 428,220 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $19.7M | 10.7% | 241,942 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $17.3M | 9.41% | 184,428 | Common | SOLE |
| G81276100 | SIG | SIGNET JEWELERS LIMITED | $15.6M | 8.45% | 238,762 | Common | SOLE |
| G9087Q102 | TROX | TRONOX HOLDINGS PLC | $15.5M | 8.38% | 1,215,788 | Common | SOLE |
| 398433102 | GFF | GRIFFON CORP | $12.3M | 6.69% | 305,904 | Common | SOLE |
| 75902K106 | RM | REGIONAL MGMT CORP | $9.3M | 5.06% | 305,498 | Common | SOLE |
| G1890L107 | CPRI | CAPRI HOLDINGS LIMITED | $3.3M | 1.81% | 93,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.