Holders — by stockHoldings — by fund
Tyro Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001915395
$445.7M
disclosed book value
15
positions
11.7%
largest position share
Positions, as of 2026-06-30
top 15 of 15 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ESTABLISHMENT LABS HLDGS INC | 605,559 | $52.0M | 11.7% |
| 2 | CELHCELSIUS HLDGS INC | 1.5M | $43.8M | 9.8% |
| 3 | CRSCARPENTER TECHNOLOGY CORP | 65,197 | $40.2M | 9% |
| 4 | SHARKNINJA INC | 242,355 | $36.9M | 8.3% |
| 5 | SPRYARS PHARMACEUTICALS INC | 4.5M | $35.7M | 8% |
| 6 | RMIXSUNCRETE INC | 1.5M | $34.7M | 7.8% |
| 7 | CROXCROCS INC | 283,006 | $34.1M | 7.7% |
| 8 | HNGEHINGE HEALTH INC | 403,541 | $33.5M | 7.5% |
| 9 | CRH PLC | 304,030 | $32.5M | 7.3% |
| 10 | SNDASONIDA SENIOR LIVING INC | 628,152 | $25.6M | 5.8% |
| 11 | EWTXEDGEWISE THERAPEUTICS INC | 612,965 | $24.9M | 5.6% |
| 12 | ROADCONSTRUCTION PARTNERS INC | 184,948 | $22.0M | 4.9% |
| 13 | HNRGHALLADOR ENERGY COMPANY | 735,471 | $12.8M | 2.9% |
| 14 | NUAINEW ERA ENERGY & DIGITAL INC | 1.9M | $12.3M | 2.8% |
| 15 | RIVNRIVIAN AUTOMOTIVE INC | 270,539 | $4.7M | 1.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.