Tyro Capital Management LLC 13F holdings
Tyro Capital Management LLC reported 15 positions with a total reported value of $445.7M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: ESTA ESTABLISHMENT LABS HLDGS INC (11.7%), CELH CELSIUS HLDGS INC (9.8%), CRS CARPENTER TECHNOLOGY CORP (9.0%), SN SHARKNINJA INC (8.3%), SPRY ARS PHARMACEUTICALS INC (8.0%). Against 2026-03-31 it opened 4 new positions and exited 12. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
15 largest of 15 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ESTA ESTABLISHMENT LABS HLDGS INC | 605,559 | $52.0M | 11.7% |
| CELH CELSIUS HLDGS INC | 1,494,778 | $43.8M | 9.8% |
| CRS CARPENTER TECHNOLOGY CORP | 65,197 | $40.2M | 9.0% |
| SN SHARKNINJA INC | 242,355 | $36.9M | 8.3% |
| SPRY ARS PHARMACEUTICALS INC | 4,459,337 | $35.7M | 8.0% |
| RMIX SUNCRETE INC | 1,539,332 | $34.7M | 7.8% |
| CROX CROCS INC | 283,006 | $34.1M | 7.7% |
| HNGE HINGE HEALTH INC | 403,541 | $33.5M | 7.5% |
| CRH PLC | 304,030 | $32.5M | 7.3% |
| SNDA SONIDA SENIOR LIVING INC | 628,152 | $25.6M | 5.8% |
| EWTX EDGEWISE THERAPEUTICS INC | 612,965 | $24.9M | 5.6% |
| ROAD CONSTRUCTION PARTNERS INC | 184,948 | $22.0M | 4.9% |
| HNRG HALLADOR ENERGY COMPANY | 735,471 | $12.8M | 2.9% |
| NUAI NEW ERA ENERGY & DIGITAL INC | 1,922,883 | $12.3M | 2.8% |
| RIVIAN AUTOMOTIVE INC | 270,539 | $4.7M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 4 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 12 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| WDC WESTERN DIGITAL CORP | 119,096 | $32.2M | 4.1% |
| SNDK SANDISK CORP | 50,056 | $31.8M | 4.0% |
| LITE LUMENTUM HLDGS INC | 30,906 | $21.7M | 2.7% |
| LULU LULULEMON ATHLETICA INC | 125,088 | $19.2M | 2.4% |
| KLAC KLA CORP | 12,172 | $17.9M | 2.3% |
| MKSI MKS INC. | 73,710 | $16.9M | 2.1% |
| ASML ASML HLDG NV | 12,260 | $16.2M | 2.0% |
| LRCX LAM RESEARCH CORP | 75,724 | $16.2M | 2.0% |
| UCTT ULTRA CLEAN HLDGS INC | 238,266 | $14.8M | 1.9% |
| CYTK CYTOKINETICS INC | 129,332 | $8.5M | 1.1% |
| TTD THE TRADE DESK INC | 175,574 | $4.0M | 0.5% |
| INTC INTEL CORP | 89,648 | $4.0M | 0.5% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| HNGE HINGE HEALTH INC | 99,156 | 403,541 | +307.0% | $33.5M |
| CELH CELSIUS HLDGS INC | 633,788 | 1,494,778 | +135.8% | $43.8M |
| SNDA SONIDA SENIOR LIVING INC | 72,902 | 628,152 | +761.6% | $25.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ESTA ESTABLISHMENT LABS HLDGS INC | 2,302,618 | 605,559 | -73.7% | $52.0M |
| CRS CARPENTER TECHNOLOGY CORP | 270,008 | 65,197 | -75.9% | $40.2M |
| SN SHARKNINJA INC | 763,728 | 242,355 | -68.3% | $36.9M |
| CROX CROCS INC | 775,336 | 283,006 | -63.5% | $34.1M |
| CRH PLC | 770,996 | 304,030 | -60.6% | $32.5M |
| ROAD CONSTRUCTION PARTNERS INC | 351,792 | 184,948 | -47.4% | $22.0M |
| SPRY ARS PHARMACEUTICALS INC | 5,937,198 | 4,459,337 | -24.9% | $35.7M |
| RIVIAN AUTOMOTIVE INC | 514,702 | 270,539 | -47.4% | $4.7M |
CIK 1915395 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
