SEC 13F Intelligence

Managers / Q1 2026

KHIS Custodian LP

CIK 0002055575 · 2021 MCKINNEY AVENUE, SUITE 1200, DALLAS, TX, 75201 · 214.499.9715

Reported Value
$316M
Q1 2026
Positions
1
Filings on Record
2
2019–present window
Filed
May 15, 2026
original filing

Summary

Khis Custodian LP reported $316M in U.S.-listed holdings across 1 positions for Q1 2026.

The portfolio is heavily concentrated: KRMN alone accounts for 100.0% of reported value.

The book was largely unchanged from Q4 2025.

Portfolio Metrics

Turnover
0.0%
vs prior filed quarter
Largest Position
+100.0%
Karman

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $288MQ4 ’25Q1 ’26: $316MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $316M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
KRMNKARMAN HLDGS INCHELD+03.94M+$27M$316M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

1 positions
#IssuerClass% PortfolioValueShares
1KRMNKARMAN HLDGS INChistory →COMMON STOCK100.00%$316M3.94M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$316M1May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$288M1Feb 17, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.