Tyro Capital Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Tyro Capital Management LLC disclosed 10 US equity positions worth $254.9m in its Q2 2025 13F filing. The largest position was ESTA at 17.9% of the reported book, followed by GRPN and CRH. Against the Q1 2025 filing, it opened 2 new positions, added to 3 and reduced 2 among the top 10 holdings.
What did Tyro Capital Management LLC own in Q2 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ESTA Establishment Labs Holdings Inc. | Healthcare | 17.9% | $45.6m | 1,066,721 | 0% | held |
| 2 | GRPN Groupon, Inc. | Communication Services | 13.4% | $34.2m | 1,021,717 | 18% | added |
| 3 | CRH CRH PLC | Basic Materials | 12.2% | $31.0m | 337,560 | 0% | held |
| 4 | CCOI Cogent Communications Holdings, Inc. | Communication Services | 12.0% | $30.7m | 636,895 | 29% | added |
| 5 | SN Sharkninja, Inc. | Consumer Cyclical | 8.5% | $21.6m | 217,803 | 100% | added |
| 6 | CRS Carpenter Technology Corporation | Industrials | 8.4% | $21.5m | 77,674 | -63% | reduced |
| 7 | VRNA Verona Pharma PLC | 8.0% | $20.3m | 214,719 | – | new | |
| 8 | CROX Crocs, Inc. | Consumer Cyclical | 7.2% | $18.3m | 181,022 | 0% | held |
| 9 | ROAD Construction Partners, Inc. | 6.4% | $16.4m | 154,023 | -40% | reduced | |
| 10 | LQDA Liquidia Corporation | Healthcare | 6.1% | $15.5m | 1,241,839 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.