Tyro Capital Management LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$558.8B
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RHCRH PLC | 1,361,488 | $169.9B | 30.40% | Call |
| 2 | ESTAESTABLISHMENT LABS HLDGS INC | 2,077,456 | $151.4B | 27.09% | Put |
| 3 | SNSHARKNINJA INC | 358,081 | $40.1B | 7.17% | |
| 4 | CRSCARPENTER TECHNOLOGY CORP | 126,596 | $39.9B | 7.13% | |
| 5 | CROXCROCS INC | 363,523 | $31.1B | 5.56% | |
| 6 | SPRYARS PHARMACEUTICALS INC | 1,994,852 | $23.2B | 4.16% | |
| 7 | OGM1COGENT COMMUNICATIONS HLDGS | 1,000,000 | $21.6B | 3.86% | Call |
| 8 | SNDASONIDA SENIOR LIVING INC | 560,957 | $18.3B | 3.27% | |
| 9 | ROADCONSTRUCTION PARTNERS INC | 164,940 | $17.9B | 3.20% | |
| 10 | QUREUNIQURE NV | 663,929 | $15.9B | 2.84% | |
| 11 | CELHCELSIUS HLDGS INC | 297,157 | $13.6B | 2.43% | |
| 12 | LULULULULEMON ATHLETICA INC | 58,639 | $12.2B | 2.18% | |
| 13 | CYTKCYTOKINETICS INC | 60,638 | $3.9B | 0.69% |