LongDASHSep 2026
DoorDash
Khrom initiated DoorDash after the shares had fallen roughly 45% from their October 2025 high, believing the market was underestimating the durability of its competitive…
Khrom Investments Fund, LP
Concentrated long-term equity investing focused on business quality, normalized earnings power, valuation and company-specific catalysts, with active shareholder engagement when appropriate.$981M AUM6 published ideas
Khrom Investments Fund, LP is a concentrated investment partnership managed by Khrom Capital Management, LLC. At the end of the first half of 2026 the portfolio held 15 companies, and the manager states that its mission is to compound partnership capital at double-digit rates over the long term through discipline, patience and conviction.
Ideas from Khrom Investments Fund, LP
LongCOFSep 2026
Capital One Financial
Khrom believes Capital One's acquisition of Discover can transform it from a traditional card issuer into a vertically integrated payments company that owns one of the four major…
LongACHCSep 2026
Acadia Healthcare
Khrom's thesis rests on the gap between Acadia's depressed near-term earnings and what it sees as substantially greater long-term earnings power. Acadia operates in behavioral…
LongGXOSep 2026
GXO Logistics
Khrom sees GXO's strategic reset under CEO Patrick Kelleher as an opportunity to improve organic growth, customer retention, pricing discipline and margins. The sales pipeline…
LongHCISep 2026
HCI Group
Khrom's HCI thesis is built on a structurally improving Florida homeowners insurance market and HCI's ability to benefit disproportionately from that improvement. Legislative…
LongAMCRSep 2026
Amcor
Khrom believes Amcor's merger with Berry Global has strengthened its competitive position through greater scale, a more consolidated industry structure and stronger purchasing…
Letters covered
- Khrom Capital Letter Q2 2026September 18, 2026
Source PDFs are not republished here; only extracted ideas and quotes.