Tyro Capital Management LLC
Tyro Capital Management LLC reported 15 US-listed holdings worth $445.7 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Establishment Labs Holdings In (11.7%), Celsius Holdings, Inc. (9.8%) and Carpenter Technology Corp. (9.0%). Against the quarter before, it opened 4 positions, added to 6, trimmed 5 and sold out of 12.
The 14 largest of its 15 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +67.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- Suncrete Inc. RMIX$34.7 million
- Edgewise Therapeutics Inc. EWTX$24.9 million
- Hallador Energy Company HNRG$12.8 million
- New Era Helium Inc. NUAI$12.3 million
Added to 6
- Celsius Holdings, Inc. CELH+1.2 million shares · +372%
- Hinge Health Inc. HNGE+353,963 shares · +714%
- Sonida Senior Living Inc. SNDA+591,701 shares · +1623%
- Ars Pharmaceuticals Inc. SPRY+1.5 million shares · +50%
- Construction Partners, Inc. ROAD+9,052 shares · +5%
- Rivian Automotive Inc. RIVN+13,188 shares · +5%
Trimmed 5
- Establishment Labs Holdings In ESTA-545,750 shares · -47%
- Carpenter Technology Corp. CRS-69,807 shares · -52%
- SharkNinja, Inc. SN-139,509 shares · -37%
- Crocs, Inc. CROX-104,662 shares · -27%
- CRH Public Ltd. Co. CRH-81,468 shares · -21%
Sold out of 12
- Western Digital Corp. WDC$16.1 million last quarter
- Sandisk Corp. SNDK$15.9 million last quarter
- Lumentum Holdings Inc. LITE$10.9 million last quarter
- lululemon athletica Inc. LULU$9.6 million last quarter
- KLA Corp. KLAC$9.0 million last quarter
- MKS Inc. MKSI$8.5 million last quarter
- ASML Holding N.V. ASML$8.1 million last quarter
- Lam Research Corp. LRCX$8.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Establishment Labs Holdings In ESTA | 605.6K | $52.0 million | 11.66% | -545.8K |
| Celsius Holdings, Inc. CELH | 1.5M | $43.8 million | 9.82% | +1.2M |
| Carpenter Technology Corp. CRS | 65.2K | $40.2 million | 9.02% | -69.8K |
| SharkNinja, Inc. SN | 242.4K | $36.9 million | 8.28% | -139.5K |
| Ars Pharmaceuticals Inc. SPRY | 4.5M | $35.7 million | 8.01% | +1.5M |
| Suncrete Inc. RMIX | 1.5M | $34.7 million | 7.78% | new |
| Crocs, Inc. CROX | 283.0K | $34.1 million | 7.66% | -104.7K |
| Hinge Health Inc. HNGE | 403.5K | $33.5 million | 7.52% | +354.0K |
| CRH Public Ltd. Co. CRH | 304.0K | $32.5 million | 7.30% | -81.5K |
| Sonida Senior Living Inc. SNDA | 628.2K | $25.6 million | 5.75% | +591.7K |
| Edgewise Therapeutics Inc. EWTX | 613.0K | $24.9 million | 5.59% | new |
| Construction Partners, Inc. ROAD | 184.9K | $22.0 million | 4.93% | +9.1K |
| Hallador Energy Company HNRG | 735.5K | $12.8 million | 2.87% | new |
| New Era Helium Inc. NUAI | 1.9M | $12.3 million | 2.75% | new |
| Rivian Automotive Inc. RIVN | 270.5K | $4.7 million | 1.05% | +13.2K |