Tyro Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Tyro Capital Management LLC disclosed 15 US equity positions worth $445.7m in its Q2 2026 13F filing. The largest position was ESTA at 11.7% of the reported book, followed by CELH and CRS. Against the Q1 2026 filing, it opened 4 new positions, added to 6 and reduced 5 among the top 15 holdings.
What did Tyro Capital Management LLC own in Q2 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ESTA ESTABLISHMENT LABS HLDGS INC | Healthcare | 11.7% | $52.0m | 605,559 | -47% | reduced |
| 2 | CELH CELSIUS HLDGS INC | Consumer Defensive | 9.8% | $43.8m | 1,494,778 | 372% | added |
| 3 | CRS CARPENTER TECHNOLOGY CORP | Industrials | 9.0% | $40.2m | 65,197 | -52% | reduced |
| 4 | SN SHARKNINJA INC | Consumer Cyclical | 8.3% | $36.9m | 242,355 | -37% | reduced |
| 5 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 8.0% | $35.7m | 4,459,337 | 50% | added |
| 6 | SUNCRETE INC | 7.8% | $34.7m | 1,539,332 | – | new | |
| 7 | CROX CROCS INC | Consumer Cyclical | 7.7% | $34.1m | 283,006 | -27% | reduced |
| 8 | HNGE HINGE HEALTH INC | Healthcare | 7.5% | $33.5m | 403,541 | 714% | added |
| 9 | CRH CRH PLC | Basic Materials | 7.3% | $32.5m | 304,030 | -21% | reduced |
| 10 | SNDA SONIDA SENIOR LIVING INC | Healthcare | 5.8% | $25.6m | 628,152 | 1623% | added |
| 11 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 5.6% | $24.9m | 612,965 | – | new |
| 12 | ROAD CONSTRUCTION PARTNERS INC | 4.9% | $22.0m | 184,948 | 5% | added | |
| 13 | HNRG HALLADOR ENERGY COMPANY | Utilities | 2.9% | $12.8m | 735,471 | – | new |
| 14 | NUAI NEW ERA ENERGY & DIGITAL INC | 2.8% | $12.3m | 1,922,883 | – | new | |
| 15 | RIVN RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 1.1% | $4.7m | 270,539 | 5% | added |
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.