Filed: 8/13/2026ACC: 0001915395-26-000016
📋 What this filing means
TYRO CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $445.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$445.67M
Total AUM (reported)
13.75M
Total Shares
Allocation by class
COM$237.63M53.3%
COM NEW$43.77M9.8%
COM SHS$36.90M8.3%
COM SHS CL A$34.68M7.8%
CL A$33.49M7.5%
ORD$32.53M7.3%
COM CL A$26.66M6.0%
Portfolio Concentration
Top 3$135.95M30.5%
4–10$233.10M52.3%
11–25$76.62M17.2%
Top 3 weight
30.5%
Top 10 weight
82.8%
Voting Authority Distribution
Total shares with voting rights: 13.75M
Sole
Full voting authority
13.75M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
ESTABLISHMENT LABS HLDGS INC
SOLEShares605.56K
TypeSH
Market value$51.96M
11.66%
Sole
605.56K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares1.49M
TypeSH
Market value$43.77M
9.82%
Sole
1.49M
Shared
0.00
None
0.00
CARPENTER TECHNOLOGY CORP
SOLEShares65.20K
TypeSH
Market value$40.22M
9.02%
Sole
65.20K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares242.35K
TypeSH
Market value$36.90M
8.28%
Sole
242.35K
Shared
0.00
None
0.00
ARS PHARMACEUTICALS INC
SOLEShares4.46M
TypeSH
Market value$35.72M
8.01%
Sole
4.46M
Shared
0.00
None
0.00
SUNCRETE INC
SOLEShares1.54M
TypeSH
Market value$34.68M
7.78%
Sole
1.54M
Shared
0.00
None
0.00
CROCS INC
SOLEShares283.01K
TypeSH
Market value$34.14M
7.66%
Sole
283.01K
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares403.54K
TypeSH
Market value$33.49M
7.52%
Sole
403.54K
Shared
0.00
None
0.00
CRH PLC
SOLEShares304.03K
TypeSH
Market value$32.53M
7.30%
Sole
304.03K
Shared
0.00
None
0.00
SONIDA SENIOR LIVING INC
SOLEShares628.15K
TypeSH
Market value$25.63M
5.75%
Sole
628.15K
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
SOLEShares612.97K
TypeSH
Market value$24.90M
5.59%
Sole
612.97K
Shared
0.00
None
0.00
CONSTRUCTION PARTNERS INC
SOLEShares184.95K
TypeSH
Market value$21.97M
4.93%
Sole
184.95K
Shared
0.00
None
0.00
HALLADOR ENERGY COMPANY
SOLEShares735.47K
TypeSH
Market value$12.79M
2.87%
Sole
735.47K
Shared
0.00
None
0.00
NEW ERA ENERGY & DIGITAL INC
SOLEShares1.92M
TypeSH
Market value$12.27M
2.75%
Sole
1.92M
Shared
0.00
None
0.00
RIVIAN AUTOMOTIVE INC
SOLEShares270.54K
TypeSH
Market value$4.69M
1.05%
Sole
270.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 605.56K | SH | $51.96M 11.66% | 605.56K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 1.49M | SH | $43.77M 9.82% | 1.49M | 0.00 | 0.00 |
CARPENTER TECHNOLOGY CORPSOLE | COM | 65.20K | SH | $40.22M 9.02% | 65.20K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 242.35K | SH | $36.90M 8.28% | 242.35K | 0.00 | 0.00 |
ARS PHARMACEUTICALS INCSOLE | COM | 4.46M | SH | $35.72M 8.01% | 4.46M | 0.00 | 0.00 |
SUNCRETE INCSOLE | COM SHS CL A | 1.54M | SH | $34.68M 7.78% | 1.54M | 0.00 | 0.00 |
CROCS INCSOLE | COM | 283.01K | SH | $34.14M 7.66% | 283.01K | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 403.54K | SH | $33.49M 7.52% | 403.54K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 304.03K | SH | $32.53M 7.30% | 304.03K | 0.00 | 0.00 |
SONIDA SENIOR LIVING INCSOLE | COM | 628.15K | SH | $25.63M 5.75% | 628.15K | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCSOLE | COM | 612.97K | SH | $24.90M 5.59% | 612.97K | 0.00 | 0.00 |
CONSTRUCTION PARTNERS INCSOLE | COM CL A | 184.95K | SH | $21.97M 4.93% | 184.95K | 0.00 | 0.00 |
HALLADOR ENERGY COMPANYSOLE | COM | 735.47K | SH | $12.79M 2.87% | 735.47K | 0.00 | 0.00 |
NEW ERA ENERGY & DIGITAL INCSOLE | COM | 1.92M | SH | $12.27M 2.75% | 1.92M | 0.00 | 0.00 |
RIVIAN AUTOMOTIVE INCSOLE | COM CL A | 270.54K | SH | $4.69M 1.05% | 270.54K | 0.00 | 0.00 |