Tyro Capital Management LLC

MIAMI, FL · CIK 1915395 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2023 · limited liability company

As an employer

$445.7m reported value +12.8% vs Q1 2026

15positions

82.8%in top 10

4 new 6 added 5 reduced 12 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ESTABLISHMENT LABS HLDGS INC COM ESTA	ESTA	605,559	$52.0m11.66%	11.66%	Reduced -545.8k	-545,750 -47.4%
2	CELSIUS HLDGS INC COM NEW CELH	CELH	1,494,778	$43.8m9.82%	9.82%	Added +1.2m	+1,177,884 371.7%
3	CARPENTER TECHNOLOGY CORP COM CRS	CRS	65,197	$40.2m9.02%	9.02%	Reduced -69.8k	-69,807 -51.7%
4	SHARKNINJA INC COM SHS SN	SN	242,355	$36.9m8.28%	8.28%	Reduced -139.5k	-139,509 -36.5%
5	ARS PHARMACEUTICALS INC COM SPRY	SPRY	4,459,337	$35.7m8.01%	8.01%	Added +1.5m	+1,490,738 50.2%
6	SUNCRETE INC COM SHS CL A RMIX	RMIX	1,539,332	$34.7m7.78%	7.78%	New
7	CROCS INC COM CROX	CROX	283,006	$34.1m7.66%	7.66%	Reduced -104.7k	-104,662 -27.0%
8	HINGE HEALTH INC CL A HNGE	HNGE	403,541	$33.5m7.52%	7.52%	Added +354.0k	+353,963 714.0%
9	CRH PLC ORD CRH	CRH	304,030	$32.5m7.30%	7.30%	Reduced -81.5k	-81,468 -21.1%
10	SONIDA SENIOR LIVING INC COM SNDA	SNDA	628,152	$25.6m5.75%	5.75%	Added +591.7k	+591,701 1623.3%
11	EDGEWISE THERAPEUTICS INC COM EWTX	EWTX	612,965	$24.9m5.59%	5.59%	New
12	CONSTRUCTION PARTNERS INC COM CL A ROAD	ROAD	184,948	$22.0m4.93%	4.93%	Added +9.1k	+9,052 5.2%
13	HALLADOR ENERGY COMPANY COM HNRG	HNRG	735,471	$12.8m2.87%	2.87%	New
14	NEW ERA ENERGY & DIGITAL INC COM NUAI	NUAI	1,922,883	$12.3m2.75%	2.75%	New
15	RIVIAN AUTOMOTIVE INC COM CL A RIVN	RIVN	270,539	$4.7m1.05%	1.05%	Added +13.2k	+13,188 5.1%

Security	Ticker	Shares held before	Value then
WESTERN DIGITAL CORP WDC	WDC	59,548	$16.1m59.5k shares
SANDISK CORP SNDK	SNDK	25,028	$15.9m25.0k shares
LUMENTUM HLDGS INC LITE	LITE	15,453	$10.9m15.5k shares
LULULEMON ATHLETICA INC LULU	LULU	62,544	$9.6m62.5k shares
KLA CORP KLAC	KLAC	60,860	$9.0m60.9k shares
MKS INC. MKSI	MKSI	36,855	$8.5m36.9k shares
ASML HOLDING N V ASML	ASML	6,130	$8.1m6.1k shares
LAM RESEARCH CORP LRCX	LRCX	37,862	$8.1m37.9k shares
ULTRA CLEAN HLDGS INC UCTT	UCTT	119,133	$7.4m119.1k shares
CYTOKINETICS INC CYTK	CYTK	64,666	$4.3m64.7k shares
THE TRADE DESK INC TTD	TTD	87,787	$2.0m87.8k shares
INTEL CORP INTC	INTC	44,824	$2.0m44.8k shares