Filed: 11/13/2025ACC: 0001915395-25-000025
📋 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 $269.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$269.20M
Total AUM (reported)
4.70M
Total Shares
Allocation by class
COM$163.94M60.9%
ORD$43.22M16.1%
COM-NEW$25.48M9.5%
COM CL A$20.89M7.8%
CL A$15.66M5.8%
Portfolio Concentration
Top 3$123.26M45.8%
4–10$145.94M54.2%
Top 3 weight
45.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 4.70M
Sole
Full voting authority
4.70M
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.
SOLEShares1.08M
TypeSH
Market value$44.16M
16.41%
Sole
1.08M
Shared
0.00
None
0.00
CRH PLC
SOLEShares360.50K
TypeSH
Market value$43.22M
16.06%
Sole
360.50K
Shared
0.00
None
0.00
Cogent Communications Holdings, Inc.
SOLEShares935.29K
TypeSH
Market value$35.87M
13.32%
Sole
935.29K
Shared
0.00
None
0.00
Carpenter Technology Corporation
SOLEShares126.25K
TypeSH
Market value$31.00M
11.52%
Sole
126.25K
Shared
0.00
None
0.00
Groupon, Inc.
SOLEShares1.09M
TypeSH
Market value$25.48M
9.46%
Sole
1.09M
Shared
0.00
None
0.00
Crocs, Inc.
SOLEShares290.01K
TypeSH
Market value$24.23M
9.00%
Sole
290.01K
Shared
0.00
None
0.00
Sharkninja, Inc.
SOLEShares232.60K
TypeSH
Market value$23.99M
8.91%
Sole
232.60K
Shared
0.00
None
0.00
Construction Partners, Inc.
SOLEShares164.49K
TypeSH
Market value$20.89M
7.76%
Sole
164.49K
Shared
0.00
None
0.00
Hinge Health, Inc.
SOLEShares319.08K
TypeSH
Market value$15.66M
5.82%
Sole
319.08K
Shared
0.00
None
0.00
Lenz Therapeutics, Inc.
SOLEShares100.67K
TypeSH
Market value$4.69M
1.74%
Sole
100.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Establishment Labs Holdings Inc.SOLE | COM | 1.08M | SH | $44.16M 16.41% | 1.08M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 360.50K | SH | $43.22M 16.06% | 360.50K | 0.00 | 0.00 |
Cogent Communications Holdings, Inc.SOLE | COM | 935.29K | SH | $35.87M 13.32% | 935.29K | 0.00 | 0.00 |
Carpenter Technology CorporationSOLE | COM | 126.25K | SH | $31.00M 11.52% | 126.25K | 0.00 | 0.00 |
Groupon, Inc.SOLE | COM-NEW | 1.09M | SH | $25.48M 9.46% | 1.09M | 0.00 | 0.00 |
Crocs, Inc.SOLE | COM | 290.01K | SH | $24.23M 9.00% | 290.01K | 0.00 | 0.00 |
Sharkninja, Inc.SOLE | COM | 232.60K | SH | $23.99M 8.91% | 232.60K | 0.00 | 0.00 |
Construction Partners, Inc.SOLE | COM CL A | 164.49K | SH | $20.89M 7.76% | 164.49K | 0.00 | 0.00 |
Hinge Health, Inc.SOLE | CL A | 319.08K | SH | $15.66M 5.82% | 319.08K | 0.00 | 0.00 |
Lenz Therapeutics, Inc.SOLE | COM | 100.67K | SH | $4.69M 1.74% | 100.67K | 0.00 | 0.00 |