Tyro Capital Management LLC Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$254.9B

Holdings

10

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (10 positions)

#StockSharesValue% PortfolioType
1
ESTAEstablishment Labs Holdings Inc.
1,066,721$45.6B17.87%
2
GRPNGroupon, Inc.
1,021,717$34.2B13.41%
3
RHCRH PLC
337,560$31.0B12.15%
4
OGM1Cogent Communications Holdings, Inc.
636,895$30.7B12.04%
5
SNSharkninja, Inc.
217,803$21.6B8.46%
6
CRSCarpenter Technology Corporation
77,674$21.5B8.42%
7
VRNAVerona Pharma PLC
214,719$20.3B7.97%
8
CROXCrocs, Inc.
181,022$18.3B7.19%
9
ROADConstruction Partners, Inc.
154,023$16.4B6.42%
10
LQDALiquidia Corporation
1,241,839$15.5B6.07%