Khrom Capital Management LLC - Q42025 Holdings

Khrom Capital Management LLC holds 14 stocks with a total portfolio value of $ 961.85M as of Q42025. In Q42025, Khrom Capital Management LLC added 3 new positions, increased stakes in 3 stocks, reduced 5 holdings, and fully exited 2 positions. The largest holding is Amcor PLC (AMCR), representing 15.36% of the total portfolio.