Tyro Capital Management LLC 13F Holdings · Q2 2026
Tyro Capital Management LLC reported 15 securities worth $445.67M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ESTA (11.66%), CELH (9.82%), CRS (9.02%). Among its top 25 positions this quarter: 4 new, 6 added, 5 trimmed, 10 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESTA | ESTABLISHMENT LABS HLDGS INC | $52.0M | 11.66% | 605,559 | Trimmed |
| 2 | CELH | CELSIUS HLDGS INC | $43.8M | 9.82% | 1.5M | Added |
| 3 | CRS | CARPENTER TECHNOLOGY CORP | $40.2M | 9.02% | 65,197 | Trimmed |
| 4 | SN | SHARKNINJA INC | $36.9M | 8.28% | 242,355 | Trimmed |
| 5 | SPRY | ARS PHARMACEUTICALS INC | $35.7M | 8.01% | 4.5M | Added |
| 6 | RMIX | SUNCRETE INC | $34.7M | 7.78% | 1.5M | New |
| 7 | CROX | CROCS INC | $34.1M | 7.66% | 283,006 | Trimmed |
| 8 | HNGE | HINGE HEALTH INC | $33.5M | 7.52% | 403,541 | Added |
| 9 | CRH | CRH PLC | $32.5M | 7.30% | 304,030 | Trimmed |
| 10 | SNDA | SONIDA SENIOR LIVING INC | $25.6M | 5.75% | 628,152 | Added |
| 11 | EWTX | EDGEWISE THERAPEUTICS INC | $24.9M | 5.59% | 612,965 | New |
| 12 | ROAD | CONSTRUCTION PARTNERS INC | $22.0M | 4.93% | 184,948 | Added |
| 13 | HNRG | HALLADOR ENERGY COMPANY | $12.8M | 2.87% | 735,471 | New |
| 14 | NUAI | NEW ERA ENERGY & DIGITAL INC | $12.3M | 2.75% | 1.9M | New |
| 15 | RIVN | RIVIAN AUTOMOTIVE INC | $4.7M | 1.05% | 270,539 | Added |
| 16 | ASML | ASML HLDG NV | $0 | 0.00% | 0 | Exited |
| 17 | CCOI | COGENT COMM HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 18 | CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | Exited |
| 19 | INTC | INTEL CORP | $0 | 0.00% | 0 | Exited |
| 20 | KLAC | KLA CORP | $0 | 0.00% | 0 | Exited |
| 21 | LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | Exited |
| 22 | LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | Exited |
| 23 | LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | Exited |
| 24 | MKSI | MKS INC. | $0 | 0.00% | 0 | Exited |
| 25 | SNDK | SANDISK CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR