Filed: 8/8/2025ACC: 0001915395-25-000018
📋 What this filing means
TYRO CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $254.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$254.94M
Total AUM (reported)
5.15M
Total Shares
Allocation by class
COM$137.63M54.0%
COM-NEW$34.18M13.4%
ORD$30.99M12.2%
SPONSORED ADS$20.31M8.0%
COM CL A$16.37M6.4%
COM NEW$15.47M6.1%
Portfolio Concentration
Top 3$110.72M43.4%
4–10$144.22M56.6%
Top 3 weight
43.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 5.15M
Sole
Full voting authority
5.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
Establishment Labs Holdings Inc.
SOLEShares1.07M
TypeSH
Market value$45.56M
17.87%
Sole
1.07M
Shared
0.00
None
0.00
Groupon, Inc.
SOLEShares1.02M
TypeSH
Market value$34.18M
13.41%
Sole
1.02M
Shared
0.00
None
0.00
CRH PLC
SOLEShares337.56K
TypeSH
Market value$30.99M
12.15%
Sole
337.56K
Shared
0.00
None
0.00
Cogent Communications Holdings, Inc.
SOLEShares636.89K
TypeSH
Market value$30.70M
12.04%
Sole
636.89K
Shared
0.00
None
0.00
Sharkninja, Inc.
SOLEShares217.80K
TypeSH
Market value$21.56M
8.46%
Sole
217.80K
Shared
0.00
None
0.00
Carpenter Technology Corporation
SOLEShares77.67K
TypeSH
Market value$21.47M
8.42%
Sole
77.67K
Shared
0.00
None
0.00
Verona Pharma PLC
SOLEShares214.72K
TypeSH
Market value$20.31M
7.97%
Sole
214.72K
Shared
0.00
None
0.00
Crocs, Inc.
SOLEShares181.02K
TypeSH
Market value$18.33M
7.19%
Sole
181.02K
Shared
0.00
None
0.00
Construction Partners, Inc.
SOLEShares154.02K
TypeSH
Market value$16.37M
6.42%
Sole
154.02K
Shared
0.00
None
0.00
Liquidia Corporation
SOLEShares1.24M
TypeSH
Market value$15.47M
6.07%
Sole
1.24M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Establishment Labs Holdings Inc.SOLE | COM | 1.07M | SH | $45.56M 17.87% | 1.07M | 0.00 | 0.00 |
Groupon, Inc.SOLE | COM-NEW | 1.02M | SH | $34.18M 13.41% | 1.02M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 337.56K | SH | $30.99M 12.15% | 337.56K | 0.00 | 0.00 |
Cogent Communications Holdings, Inc.SOLE | COM | 636.89K | SH | $30.70M 12.04% | 636.89K | 0.00 | 0.00 |
Sharkninja, Inc.SOLE | COM | 217.80K | SH | $21.56M 8.46% | 217.80K | 0.00 | 0.00 |
Carpenter Technology CorporationSOLE | COM | 77.67K | SH | $21.47M 8.42% | 77.67K | 0.00 | 0.00 |
Verona Pharma PLCSOLE | SPONSORED ADS | 214.72K | SH | $20.31M 7.97% | 214.72K | 0.00 | 0.00 |
Crocs, Inc.SOLE | COM | 181.02K | SH | $18.33M 7.19% | 181.02K | 0.00 | 0.00 |
Construction Partners, Inc.SOLE | COM CL A | 154.02K | SH | $16.37M 6.42% | 154.02K | 0.00 | 0.00 |
Liquidia CorporationSOLE | COM NEW | 1.24M | SH | $15.47M 6.07% | 1.24M | 0.00 | 0.00 |