StockDriftsStockDriftsTop 14 Khrom Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | 13.68% | 819.8K | $149.6M | new | $212.39(-11.88%) | 2026-03-31 | |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 11.11% | 5.19M | $121.5M | -29.33%(-2.16M) | $27.96(-7.69%) | 2026-03-31 | |
| GXO | GXO LOGISTICS INCORPORATED | 9.43% | 1.99M | $103.1M | +63.47%(+772.01K) | $52.56(-8.34%) | 2026-03-31 | |
| DASH | DOORDASH INC | 9.32% | 678.4K | $101.9M | new | $188.31(-15.46%) | 2026-03-31 | |
| SNX | TD SYNNEX CORPORATION | 9.31% | 603.5K | $101.8M | +10.26%(+56.17K) | $110.84(+107.77%) | 2026-03-31 | |
| AMCR | AMCOR PLC | 9.03% | 2.48M | $98.7M | -85.98%(-15.23M) | $46.44(-21.00%) | 2026-03-31 | |
| HCI | HCI GROUP INC | 8.21% | 580.3K | $89.7M | +3.57%(+20.00K) | $106.10(+47.41%) | 2026-03-31 | |
| LRN | STRIDE INC | 6.05% | 750.2K | $66.1M | +109.42%(+391.96K) | $91.06(-3.04%) | 2026-03-31 | |
| RGA | REINSURANCE GROUP AMER INC | 5.45% | 291.8K | $59.6M | new | $203.81(+3.11%) | 2026-03-31 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 4.95% | 354.8K | $54.1M | +1.43%(+5.00K) | $102.26(+65.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.60% | +46.59% |
| Top 20 Holdings Unweighted | +14.32% | +49.40% |
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