Tyro Capital Management LLC
CIK: 0001915395SEC EDGAR →
Portfolio Value
$558.8M
Holdings
13
As of
Q4 2025
New Positions
2
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | RHCall CRH PLC | 1,361,488 | $169.9M | 30.40% |
| 2 | ESTAPut ESTABLISHMENT LABS HLDGS INC | 2,077,456 | $151.4M | 27.09% |
| 3 | SHARKNINJA INC | 358,081 | $40.1M | 7.17% |
| 4 | CARPENTER TECHNOLOGY CORP | 126,596 | $39.9M | 7.13% |
| 5 | CROCS INC | 363,523 | $31.1M | 5.56% |
| 6 | ARS PHARMACEUTICALS INC | 1,994,852 | $23.2M | 4.16% |
| 7 | OGM1Call COGENT COMMUNICATIONS HLDGS | 1,000,000 | $21.6M | 3.86% |
| 8 | SONIDA SENIOR LIVING INC | 560,957 | $18.3M | 3.27% |
| 9 | CONSTRUCTION PARTNERS INC | 164,940 | $17.9M | 3.20% |
| 10 | UNIQURE NV | 663,929 | $15.9M | 2.84% |
Quarterly Changes
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 4 | $253.3M | 45.3% |
| Healthcare | 5 | $212.7M | 38.1% |
| Industrials | 2 | $57.8M | 10.3% |
| Unknown | 1 | $21.6M | 3.9% |
| Consumer Defensive | 1 | $13.6M | 2.4% |