13F HOLDINGS REPORT
Tyro Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001915395-25-000013
Total Value
$268.4M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Establishment Labs Holdings Inc. | ESTA | 1,063,886 | $43.4M | 16.18% |
| 2 | Carpenter Technology Corporation | CRS | 208,959 | $37.9M | 14.11% |
| 3 | Cogent Communications Holdings, Inc. | CCOI | 492,103 | $30.2M | 11.24% |
| 4 | CRH PLC | CRH | 336,753 | $29.6M | 11.04% |
| 5 | Roivant Sciences Ltd. | ROIV | 2,465,377 | $24.9M | 9.27% |
| 6 | GE Aerospace | 369604301 | 99,189 | $19.9M | 7.40% |
| 7 | Crocs, Inc. | CROX | 180,590 | $19.2M | 7.15% |
| 8 | Construction Partners, Inc. | ROAD | 258,331 | $18.6M | 6.92% |
| 9 | Groupon, Inc. | GRPN | 869,311 | $16.3M | 6.08% |
| 10 | CompoSecure, Inc. | 20459V105 | 1,018,107 | $11.1M | 4.12% |
| 11 | Sharkninja, Inc. | SN | 108,765 | $9.1M | 3.38% |
| 12 | Immunovant, Inc. | IMVT | 177,107 | $3.0M | 1.13% |
| 13 | Celsius Holdings Inc. | CELH | 75,757 | $2.7M | 1.01% |
| 14 | Resolute Holdings Management Inc. | 76134H101 | 84,842 | $2.7M | 0.99% |