13F HOLDINGS REPORT
Tyro Capital Management LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001915395-25-000025
Total Value
$269.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Establishment Labs Holdings Inc. | ESTA | 1,077,456 | $44.2M | 16.41% |
| 2 | CRH PLC | CRH | 360,495 | $43.2M | 16.06% |
| 3 | Cogent Communications Holdings, Inc. | CCOI | 935,287 | $35.9M | 13.32% |
| 4 | Carpenter Technology Corporation | CRS | 126,250 | $31.0M | 11.52% |
| 5 | Groupon, Inc. | GRPN | 1,091,095 | $25.5M | 9.46% |
| 6 | Crocs, Inc. | CROX | 290,008 | $24.2M | 9.00% |
| 7 | Sharkninja, Inc. | SN | 232,602 | $24.0M | 8.91% |
| 8 | Construction Partners, Inc. | ROAD | 164,488 | $20.9M | 7.76% |
| 9 | Hinge Health, Inc. | HNGE | 319,076 | $15.7M | 5.82% |
| 10 | Lenz Therapeutics, Inc. | LENZ | 100,672 | $4.7M | 1.74% |