Tyro Capital Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$305.4B
Holdings
13
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANvidia Corporation | 450,000 | $67.5B | 22.10% | Call |
| 2 | OGM1Cogent Communications Holdings, Inc. | 420,825 | $32.4B | 10.62% | |
| 3 | GPGICompoSecure, Inc. | 2,019,078 | $31.0B | 10.13% | |
| 4 | CRSCarpenter Technology Corporation | 178,693 | $30.3B | 9.93% | |
| 5 | RHCRH PLC | 287,977 | $26.6B | 8.72% | |
| 6 | ROIVRoivant Sciences Ltd. | 2,108,283 | $24.9B | 8.17% | |
| 7 | ROADConstruction Partners, Inc. | 242,309 | $21.4B | 7.02% | |
| 8 | GRPNGroupon, Inc. | 1,725,395 | $21.0B | 6.86% | |
| 9 | CLMTCalumet, Inc. | 854,947 | $18.8B | 6.16% | |
| 10 | GEGE Aerospace | 84,822 | $14.1B | 4.63% | |
| 11 | CROXCrocs, Inc. | 85,913 | $9.4B | 3.08% | |
| 12 | CLMTCalumet, Inc. | 163,300 | $4.1B | 1.34% | Call |
| 13 | IMVTImmunovant, Inc. | 151,456 | $3.8B | 1.23% |