Tyro Capital Management LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Tyro Capital Management LLC disclosed 10 US equity positions worth $269.2m in its Q3 2025 13F filing. The largest position was ESTA at 16.4% of the reported book, followed by CRH and CCOI. Against the Q2 2025 filing, it opened 2 new positions, added to 8 and reduced 0 among the top 10 holdings.
What did Tyro Capital Management LLC own in Q3 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ESTA Establishment Labs Holdings Inc. | Healthcare | 16.4% | $44.2m | 1,077,456 | 1% | added |
| 2 | CRH CRH PLC | Basic Materials | 16.1% | $43.2m | 360,495 | 7% | added |
| 3 | CCOI Cogent Communications Holdings, Inc. | Communication Services | 13.3% | $35.9m | 935,287 | 47% | added |
| 4 | CRS Carpenter Technology Corporation | Industrials | 11.5% | $31.0m | 126,250 | 63% | added |
| 5 | GRPN Groupon, Inc. | Communication Services | 9.5% | $25.5m | 1,091,095 | 7% | added |
| 6 | CROX Crocs, Inc. | Consumer Cyclical | 9.0% | $24.2m | 290,008 | 60% | added |
| 7 | SN Sharkninja, Inc. | Consumer Cyclical | 8.9% | $24.0m | 232,602 | 7% | added |
| 8 | ROAD Construction Partners, Inc. | 7.8% | $20.9m | 164,488 | 7% | added | |
| 9 | HNGE Hinge Health, Inc. | Healthcare | 5.8% | $15.7m | 319,076 | – | new |
| 10 | LENZ Lenz Therapeutics, Inc. | Healthcare | 1.7% | $4.7m | 100,672 | – | 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.