13F HOLDINGS REPORT
Tyro Capital Management LLC
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0001915395-25-000018
Total Value
$254.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Establishment Labs Holdings Inc. | ESTA | 1,066,721 | $45.6M | 17.87% |
| 2 | Groupon, Inc. | GRPN | 1,021,717 | $34.2M | 13.41% |
| 3 | CRH PLC | CRH | 337,560 | $31.0M | 12.15% |
| 4 | Cogent Communications Holdings, Inc. | CCOI | 636,895 | $30.7M | 12.04% |
| 5 | Sharkninja, Inc. | SN | 217,803 | $21.6M | 8.46% |
| 6 | Carpenter Technology Corporation | CRS | 77,674 | $21.5M | 8.42% |
| 7 | Verona Pharma PLC | 925050106 | 214,719 | $20.3M | 7.97% |
| 8 | Crocs, Inc. | CROX | 181,022 | $18.3M | 7.19% |
| 9 | Construction Partners, Inc. | ROAD | 154,023 | $16.4M | 6.42% |
| 10 | Liquidia Corporation | LQDA | 1,241,839 | $15.5M | 6.07% |