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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Tyro Capital Management LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
25
Portfolio value:
$920,615,000
Filed:
May 14, 2026
CIK:
1915395
HistStockActivityShare change% change to portfolio
Q1 2026filed May 14, 2614 new11 added1 reduced1 exited
≡CRH – CRH PLCReduce 61.00%−614,502−18.69
≡QURE – UNIQURE NVSell−663,929−2.94
Q4 2025filed Feb 13, 261 added1 reduced1 exited
≡CRHCALL – CRH PLCReduce 64.00%−638,512−13.99
≡SNDA – SONIDA SENIOR LIVING INCSell−560,957−3.27
Q4 2025filed Feb 13, 266 new4 added1 reduced3 exited
≡GRPN – Groupon, Inc.Sell−1,091,095−9.46
≡HNGE – Hinge Health, Inc.Sell−319,076−5.82
≡ESTAPUT – ESTABLISHMENT LABS HLDGS INCReduce 7.00%−77,456−3.37
≡LENZ – Lenz Therapeutics, Inc.
Q3 2025filed Nov 13, 252 new7 added2 exited
≡VRNA – Verona Pharma PLCSell−214,719−7.97
≡LQDA – Liquidia CorporationSell−1,241,839−6.07
Q2 2025filed Aug 8, 252 new3 added2 reduced6 exited
≡ROIV – Roivant Sciences Ltd.Sell−2,465,377−9.27
≡GE – GE AerospaceSell−99,189−7.40
≡CRS – Carpenter Technology CorporationReduce 63.00%−131,285−5.69
≡GPGI – CompoSecure, Inc.Sell−1,018,107
Q1 2025filed May 15, 254 new8 added2 reduced3 exited
≡NVDACALL – Nvidia CorporationSell−450,000−22.10
≡CLMT – Calumet, Inc.Sell−854,947−6.16
≡GPGI – CompoSecure, Inc.Reduce 50.00%−1,000,971−6.01
≡CLMTCALL
Sell
−100,672
−1.74
−4.12
≡IMVT – Immunovant, Inc.Sell−177,107−1.13
≡CELH – Celsius Holdings Inc.Sell−75,757−1.01
≡RHLD – Resolute Holdings Management Inc.Sell−84,842−0.99
≡ROAD – Construction Partners, Inc.Reduce 40.00%−104,308−0.50
– Calumet, Inc.
Sell
−163,300
−1.34
≡GRPN – Groupon, Inc.Reduce 50.00%−856,084−0.78