Tyro Capital Management LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$269.2B

Holdings

10

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (10 positions)

#StockSharesValue% PortfolioType
1
ESTAEstablishment Labs Holdings Inc.
1,077,456$44.2B16.41%
2
RHCRH PLC
360,495$43.2B16.06%
3
OGM1Cogent Communications Holdings, Inc.
935,287$35.9B13.32%
4
CRSCarpenter Technology Corporation
126,250$31.0B11.52%
5
GRPNGroupon, Inc.
1,091,095$25.5B9.46%
6
CROXCrocs, Inc.
290,008$24.2B9.00%
7
SNSharkninja, Inc.
232,602$24.0B8.91%
8
ROADConstruction Partners, Inc.
164,488$20.9B7.76%
9
HNGEHinge Health, Inc.
319,076$15.7B5.82%
10
LENZLenz Therapeutics, Inc.
100,672$4.7B1.74%