13F HOLDINGS REPORT
Tyro Capital Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001915395-25-000006
Total Value
$305.4M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Nvidia Corporation | NVDA | 450,000 | $67.5M | 22.10% |
| 2 | Cogent Communications Holdings, Inc. | CCOI | 420,825 | $32.4M | 10.62% |
| 3 | CompoSecure, Inc. | 20459V105 | 2,019,078 | $31.0M | 10.13% |
| 4 | Carpenter Technology Corporation | CRS | 178,693 | $30.3M | 9.93% |
| 5 | CRH PLC | CRH | 287,977 | $26.6M | 8.72% |
| 6 | Roivant Sciences Ltd. | ROIV | 2,108,283 | $24.9M | 8.17% |
| 7 | Construction Partners, Inc. | ROAD | 242,309 | $21.4M | 7.02% |
| 8 | Groupon, Inc. | GRPN | 1,725,395 | $21.0M | 6.86% |
| 9 | Calumet, Inc. | CLMT | 854,947 | $18.8M | 6.16% |
| 10 | GE Aerospace | 369604301 | 84,822 | $14.1M | 4.63% |
| 11 | Crocs, Inc. | CROX | 85,913 | $9.4M | 3.08% |
| 12 | Calumet, Inc. | CLMT | 163,300 | $4.1M | 1.34% |
| 13 | Immunovant, Inc. | IMVT | 151,456 | $3.8M | 1.23% |