13F HOLDINGS REPORT (Amended)
Tyro Capital Management LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001915395-26-000009
Total Value
$540.6M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CRH PLC | CRH | 1,000,000 | $124.8M | 23.09% |
| 2 | ESTABLISHMENT LABS HLDGS INC | ESTA | 1,077,456 | $78.5M | 14.53% |
| 3 | ESTABLISHMENT LABS HLDGS INC | ESTA | 1,000,000 | $72.9M | 13.48% |
| 4 | CRH PLC | CRH | 361,488 | $45.1M | 8.35% |
| 5 | SHARKNINJA INC | SN | 358,081 | $40.1M | 7.41% |
| 6 | CARPENTER TECHNOLOGY CORP | CRS | 126,596 | $39.9M | 7.37% |
| 7 | CROCS INC | CROX | 363,523 | $31.1M | 5.75% |
| 8 | ARS PHARMACEUTICALS INC | SPRY | 1,994,852 | $23.2M | 4.30% |
| 9 | COGENT COMMUNICATIONS HLDGS | CCOI | 1,000,000 | $21.6M | 3.99% |
| 10 | CONSTRUCTION PARTNERS INC | ROAD | 164,940 | $17.9M | 3.31% |
| 11 | UNIQURE NV | QURE | 663,929 | $15.9M | 2.94% |
| 12 | CELSIUS HLDGS INC | CELH | 297,157 | $13.6M | 2.51% |
| 13 | LULULEMON ATHLETICA INC | LULU | 58,639 | $12.2M | 2.25% |
| 14 | CYTOKINETICS INC | CYTK | 60,638 | $3.9M | 0.71% |