Tyro Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Tyro Capital Management LLC disclosed 23 US equity positions worth $395.0m in its Q1 2026 13F filing. The largest position was ESTA at 16.5% of the reported book, followed by CRS and CRH.
What did Tyro Capital Management LLC own in Q1 2026? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 16.5% | $65.4m | 1,151,309 | – | |
| 2 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 13.5% | $53.2m | 135,004 | – | |
| 3 | CRH CRH PLC | Basic Materials | 10.3% | $40.5m | 385,498 | – | |
| 4 | SN SHARKNINJA INC | Consumer Cyclical | 10.2% | $40.4m | 381,864 | – | |
| 5 | CROX CROCS INC | Consumer Cyclical | 8.1% | $32.2m | 387,668 | – | |
| 6 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 6.0% | $23.8m | 2,968,599 | – | |
| 7 | ROAD CONSTRUCTION PARTNERS INC | 4.9% | $19.5m | 175,896 | – | ||
| 8 | WDC WESTERN DIGITAL CORP | Technology | 4.1% | $16.1m | 59,548 | – | |
| 9 | SNDK SANDISK CORP | Technology | 4.0% | $15.9m | 25,028 | – | |
| 10 | CELH CELSIUS HLDGS INC | Consumer Defensive | 2.8% | $11.2m | 316,894 | – | |
| 11 | LITE LUMENTUM HLDGS INC | Technology | 2.7% | $10.9m | 15,453 | – | |
| 12 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 2.4% | $9.6m | 62,544 | – | |
| 13 | KLAC KLA CORP | Technology | 2.3% | $9.0m | 6,086 | – | |
| 14 | MKSI MKS INC. | Technology | 2.1% | $8.5m | 36,855 | – | |
| 15 | ASML ASML HLDG NV | Technology | 2.0% | $8.1m | 6,130 | – | |
| 16 | LRCX LAM RESEARCH CORP | Technology | 2.0% | $8.1m | 37,862 | – | |
| 17 | UCTT ULTRA CLEAN HLDGS INC | Technology | 1.9% | $7.4m | 119,133 | – | |
| 18 | CYTK CYTOKINETICS INC | Healthcare | 1.1% | $4.3m | 64,666 | – | |
| 19 | RIVN RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 1.0% | $3.9m | 257,351 | – | |
| 20 | TTD THE TRADE DESK INC | Communication Services | 0.5% | $2.0m | 87,787 | – | |
| 21 | INTC INTEL CORP | Technology | 0.5% | $2.0m | 44,824 | – | |
| 22 | HNGE HINGE HEALTH INC | Healthcare | 0.5% | $1.9m | 49,578 | – | |
| 23 | SNDA SONIDA SENIOR LIVING INC | Healthcare | 0.3% | $1.2m | 36,451 | – |
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.