Tyro Capital Management LLC 13F Holdings

CIK 0001915395

As of Sep 30, 2025, Tyro Capital Management LLC reported 10 positions worth $269.2M in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
ESTABLISHMENT LABS HOLDINGS INCESTAHealthcare1,077,456$44.2M16.41%
CRH PUBLIC LTD COCRHBasic Materials360,495$43.2M16.06%
COGENT COMMUNICATIONS HOLDINGS INCCCOICommunication Services935,287$35.9M13.32%
CARPENTER TECHNOLOGY CORPCRSIndustrials126,250$31.0M11.52%
GROUPON INCGRPNCommunication Services1,091,095$25.5M9.46%
CROCS INCCROXConsumer Cyclical290,008$24.2M9.00%
SHARKNINJA INCSNConsumer Cyclical232,602$24.0M8.91%
CONSTRUCTION PARTNERS INCROADIndustrials164,488$20.9M7.76%
HINGE HEALTH INCHNGEHealthcare319,076 5.7M5.82%
LENZ THERAPEUTICS INCLENZHealthcare100,672$4.7M1.74%