Tyro Capital Management LLC

CIK: 0001915395Latest portfolio: $558.8M · Q4 2025

Holdings

13

Total Value

$558.8M

New Positions

6

Closed Positions

3

Top Holdings

#StockSharesValue% PortfolioChangeType
1
RHCRH PLC
1,361,488$169.9M30.40%NEWCall
2
ESTAESTABLISHMENT LABS HLDGS INC
2,077,456$151.4M27.09%NEWPut
3
SNSHARKNINJA INC
358,081$40.1M7.17%+125K
4
CRSCARPENTER TECHNOLOGY CORP
126,596$39.9M7.13%+346
5
CROXCROCS INC
363,523$31.1M5.56%+74K
6
SPRYARS PHARMACEUTICALS INC
1,994,852$23.2M4.16%NEW
7
OGM1COGENT COMMUNICATIONS HLDGS
1,000,000$21.6M3.86%NEWCall
8
SNDASONIDA SENIOR LIVING INC
560,957$18.3M3.27%NEW
9
ROADCONSTRUCTION PARTNERS INC
164,940$17.9M3.20%+452
10
QUREUNIQURE NV
663,929$15.9M2.84%NEW
11
CELHCELSIUS HLDGS INC
297,157$13.6M2.43%NEW
12
LULULULULEMON ATHLETICA INC
58,639$12.2M2.18%NEW
13
CYTKCYTOKINETICS INC
60,638$3.9M0.69%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SN358K+125K
CROX364K+74K
ROAD165K+452
CRS127K+346

Decreased Positions

No decreased positions

Sector Breakdown

Healthcare0.0% ($1514042324018292.3T)
Consumer Cyclical0.0% ($169913400693.1T)
Industrials0.0% ($4.0T)
Unknown0.0% ($21.6M)
Consumer Defensive0.0% ($13.6M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$558.8M15
Q3 2025Nov 13, 2025$269.2B10
Q2 2025Aug 8, 2025$254.9B10
Q1 2025May 15, 2025$268.4B14
Q4 2024Feb 14, 2025$305.4B13

Fund Information

CIK0001915395
Most Recent FilingFeb 13, 2026
Number of Filings5

Tyro Capital Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $558.8M across 13 holdings. The largest position is CRH PLC (RH), representing 30.4% of the portfolio. Compared to the previous quarter, the fund opened 9 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.