Tyro Capital Management LLC
CIK 1915395
13F filing for Q2 2026・No. 4,203
- Holdings
- US$445.67M
- Quarter change
- −US$474.95M
- Entries
- 15
- Net bought (estimate)
- −US$48.28M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 12
- Cut 5
- Added 6
- Corporate actions 0
- Unchanged 0
Largest holdings
15 stocks worth US$445.67M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ESTABLISHMENT LABS HLDGS INCCOM | Cut | 605,559 | US$51.96M | 11.66% |
| CELHCELSIUS HLDGS INCCOM NEW | Added | 1,494,778 | US$43.77M | 9.82% |
| CRSCARPENTER TECHNOLOGY CORPCOM | Cut | 65,197 | US$40.22M | 9.02% |
| SNSHARKNINJA INCCOM SHS | Cut | 242,355 | US$36.9M | 8.28% |
| ARS PHARMACEUTICALS INCCOM | Added | 4,459,337 | US$35.72M | 8.01% |
| SUNCRETE INCCOM SHS CL A | New | 1,539,332 | US$34.68M | 7.78% |
| CROXCROCS INCCOM | Cut | 283,006 | US$34.14M | 7.66% |
| HNGEHINGE HEALTH INCCL A | Added | 403,541 | US$33.49M | 7.52% |
| CRHCRH PLCORD | Cut | 304,030 | US$32.53M | 7.30% |
| SONIDA SENIOR LIVING INCCOM | Added | 628,152 | US$25.63M | 5.75% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.