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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Tyro Capital – Tyro Capital Management LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
15
Portfolio value:
$445,668,000
Filed:
Aug 13, 2026
Style:
Long/Short Equity
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 13, 264 new4 added5 reduced15 exited
≡SPYPUT – STATE STR SPDR S&P 500 ETF TSell−652,700−46.11
≡CELH – CELSIUS HLDGS INCAdd 372.00%1,177,8848.60
≡SUNCRETE INCBuy1,539,3327.78
≡ESTABLISHMENT LABS HLDGS INCSell−1,250,000−7.71
≡HNGE – HINGE HEALTH INCAdd 714.00%353,9637.31
≡SNDA – SONIDA SENIOR LIVING INCAdd 1623.00%591,7015.62
≡EWTX – EDGEWISE THERAPEUTICS INCBuy612,9655.59
≡SPRY – ARS PHARMACEUTICALS INCAdd 50.00%1,490,7385.43
≡ESTABLISHMENT LABS HLDGS INCReduce 47.00%−545,7504.56
≡CROX – CROCS INCReduce 27.00%−104,6624.16
≡SN – SHARKNINJA INCReduce 37.00%−139,5093.89
≡CCOICALL – COGENT COMM HOLDINGS INCSell−1,600,000−3.27
≡CRS – CARPENTER TECHNOLOGY CORPReduce 52.00%−69,8073.24
≡CRH – CRH PLCReduce 21.00%−81,4682.90
≡HNRG – HALLADOR ENERGY COMPANYBuy735,4712.87
≡NEW ERA ENERGY & DIGITAL INCBuy1,922,8832.75
≡WESTERN DIGITAL CORPSell−59,548−1.75
≡SNDK – SANDISK CORPSell−25,028−1.73
≡LITE – LUMENTUM HLDGS INCSell−15,453−1.18
≡LULU – LULULEMON ATHLETICA INCSell−62,544−1.04
≡KLAC – KLA CORPSell−6,086−0.97
≡MKSI – MKS INC.Sell−36,855−0.92
≡ASML HLDG NVSell−6,130−0.88
≡LRCX – LAM RESEARCH CORPSell−37,862−0.88
≡UCTT – ULTRA CLEAN HLDGS INCSell−119,133−0.80
≡CYTK – CYTOKINETICS INCSell−64,666−0.46
≡TTD – THE TRADE DESK INCSell−87,787−0.22
≡INTC – INTEL CORPSell−44,824−0.21
Q1 2026filed Jul 6, 2613 new12 added1 reduced2 exited
≡SPYPUT – STATE STR SPDR S&P 500 ETF TBuy652,70046.11
≡CRHCALL – CRH PLCSell−1,000,000−22.33
≡ESTABLISHMENT LABS HLDGS INCAdd 7.00%73,853−6.95
≡
Q4 2025filed Feb 13, 269 new2 added4 exited
≡CRHCALL – CRH PLCBuy1,000,00022.33
≡CCOI – Cogent Communications Holdings, Inc.Sell−935,287−13.32
≡ESTABLISHMENT LABS HLDGS INCBuy1,000,00013.04
≡GRPN – Groupon, Inc.Sell
Q3 2025filed Nov 13, 252 new7 added2 exited
≡Verona Pharma PLCSell−214,719−7.97
≡LQDA – Liquidia CorporationSell−1,241,839−6.07
≡HNGE – Hinge Health, Inc.Buy319,0765.82
≡GRPN – Groupon, Inc.Add 7.00%69,378−3.94
Q2 2025filed Aug 8, 252 new3 added2 reduced6 exited
≡ROIV – Roivant Sciences Ltd.Sell−2,465,377−9.27
≡Verona Pharma PLCBuy214,7197.97
≡GE – GE AerospaceSell−99,189−7.40
≡GRPN – Groupon, Inc.Add 18.00%152,4067.33
Q1 2025filed May 15, 254 new8 added2 reduced3 exited
≡Nvidia CorporationSell−450,000−22.10
≡Establishment Labs Holdings Inc.Buy1,063,88616.18
≡Calumet, Inc.Sell−854,947−6.16
≡GPGI – CompoSecure, Inc.Reduce 50.00%−1,000,971−6.01
≡
Q4 2024filed Feb 14, 253 new8 added1 reduced4 exited
≡FXICALL – iShares China Large-Cap ETFSell−3,210,000−36.10
≡Nvidia CorporationBuy450,00022.10
≡GRPN – Groupon, Inc.Buy1,725,3956.86
≡VVV – Valvoline Inc.
Q3 2024filed Dec 6, 245 new1 added2 reduced9 exited
≡FXICALL – iShares China Large-Cap ETFBuy3,210,00036.10
≡HWM – Howmet Aerospace Inc.Sell−290,219−10.22
≡MKSI – MKS Instruments Inc.Sell−125,265−7.42
≡GPGI
Q2 2024filed Aug 14, 243 new7 added1 exited
≡CRS – Carpenter Technology CorporationBuy107,1485.32
≡MDRX – Veradigm Inc.Sell−1,176,015−5.23
≡Despegar.com Corp.Buy703,2514.22
≡MKSI – MKS Instruments Inc.Add 110.00%65,4852.82
Q1 2024filed May 15, 247 new6 added4 exited
≡SHC – Sotera Health CoSell−935,395−11.11
≡Target Hospitality CorpSell−1,159,759−7.95
≡MITK – Mitek Systems IncSell−708,612−6.51
≡VVV – Valvoline Inc.Buy215,9875.56
ESTABLISHMENT LABS HLDGS INC
Add 25.00%
250,000
−5.33
≡CRH – CRH PLCAdd 7.00%24,010−3.67
≡SNDA – SONIDA SENIOR LIVING INCReduce 94.00%−524,506−3.15
≡QURE – UNIQURE NVSell−663,929−2.84
≡SN – SHARKNINJA INCAdd 7.00%23,783−2.78
≡CROX – CROCS INCAdd 7.00%24,145−2.07
≡WESTERN DIGITAL CORPBuy59,5481.75
≡SNDK – SANDISK CORPBuy25,0281.73
≡SPRY – ARS PHARMACEUTICALS INCAdd 49.00%973,747−1.57
≡CRS – CARPENTER TECHNOLOGY CORPAdd 7.00%8,408−1.35
≡CELH – CELSIUS HLDGS INCAdd 7.00%19,737−1.21
≡LITE – LUMENTUM HLDGS INCBuy15,4531.18
≡LULU – LULULEMON ATHLETICA INCAdd 7.00%3,905−1.14
≡ROAD – CONSTRUCTION PARTNERS INCAdd 7.00%10,956−1.08
≡KLAC – KLA CORPBuy6,0860.97
≡MKSI – MKS INC.Buy36,8550.92
≡ASML HLDG NVBuy6,1300.88
≡LRCX – LAM RESEARCH CORPBuy37,8620.88
≡UCTT – ULTRA CLEAN HLDGS INCBuy119,1330.80
≡CCOICALL – COGENT COMM HOLDINGS INCAdd 60.00%600,000−0.58
≡RIVN – RIVIAN AUTOMOTIVE INCBuy257,3510.42
≡CYTK – CYTOKINETICS INCAdd 7.00%4,028−0.23
≡TTD – THE TRADE DESK INCBuy87,7870.22
≡INTC – INTEL CORPBuy44,8240.21
≡HNGE – HINGE HEALTH INCBuy49,5780.21
−1,091,095
−9.46
≡HNGE – Hinge Health, Inc.Sell−319,076−5.82
≡SPRY – ARS PHARMACEUTICALS INCBuy1,994,8524.16
≡CCOICALL – COGENT COMMUNICATIONS HLDGSBuy1,000,0003.86
≡CROX – CROCS INCAdd 25.00%73,515−3.44
≡SNDA – SONIDA SENIOR LIVING INCBuy560,9573.27
≡QURE – UNIQURE NVBuy663,9292.84
≡CELH – CELSIUS HLDGS INCBuy297,1572.43
≡LULU – LULULEMON ATHLETICA INCBuy58,6392.18
≡SN – SHARKNINJA INCAdd 54.00%125,479−1.74
≡Lenz Therapeutics, Inc.Sell−100,672−1.74
≡CYTK – CYTOKINETICS INCBuy60,6380.69
≡
CRH – CRH PLC
Add 7.00%
22,935
3.90
≡CRS – Carpenter Technology CorporationAdd 63.00%48,5763.09
≡CROX – Crocs, Inc.Add 60.00%108,9861.81
≡Lenz Therapeutics, Inc.Buy100,6721.74
≡ROAD – Construction Partners, Inc.Add 7.00%10,4651.34
≡CCOI – Cogent Communications Holdings, Inc.Add 47.00%298,3921.28
≡SN – Sharkninja, Inc.Add 7.00%14,7990.46
≡LQDA – Liquidia CorporationBuy1,241,8396.07
≡CRS – Carpenter Technology CorporationReduce 63.00%−131,285−5.69
≡SN – Sharkninja, Inc.Add 100.00%109,0385.08
≡GPGI – CompoSecure, Inc.Sell−1,018,107−4.12
≡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
≡CCOI – Cogent Communications Holdings, Inc.Add 29.00%144,7920.80
≡ROAD – Construction Partners, Inc.Reduce 40.00%−104,308−0.50
CRS – Carpenter Technology Corporation
Add 17.00%
30,266
4.18
≡CROX – Crocs, Inc.Add 110.00%94,6774.07
≡SN – Sharkninja, Inc.Buy108,7653.38
≡GE – GE AerospaceAdd 17.00%14,3672.77
≡CRH – CRH PLCAdd 17.00%48,7762.31
≡Calumet, Inc.Sell−163,300−1.34
≡ROIV – Roivant Sciences Ltd.Add 17.00%357,0941.10
≡CELH – Celsius Holdings Inc.Buy75,7571.01
≡RHLD – Resolute Holdings Management Inc.Buy84,8420.99
≡GRPN – Groupon, Inc.Reduce 50.00%−856,084−0.78
≡CCOI – Cogent Communications Holdings, Inc.Add 17.00%71,2780.62
≡IMVT – Immunovant, Inc.Add 17.00%25,651−0.10
≡ROAD – Construction Partners, Inc.Add 7.00%16,022−0.10
Sell
−346,228
−4.68
≡YUMC – Yum China Holdings, Inc.Sell−224,036−3.25
≡ROAD – Construction Partners, Inc.Add 20.00%40,6082.48
≡CRS – Carpenter Technology CorporationAdd 20.00%29,9442.27
≡Calumet, Inc.Add 20.00%143,2692.07
≡CCOI – Cogent Communications Holdings, Inc.Add 20.00%70,5212.04
≡ROIV – Roivant Sciences Ltd.Add 20.00%353,3071.63
≡CRH – CRH PLCAdd 20.00%48,2611.55
≡Calumet, Inc.Buy163,3001.34
≡Calumet, Inc.Sell−136,100−1.10
≡IMVT – Immunovant, Inc.Reduce 40.00%−100,693−1.09
≡GE – GE AerospaceAdd 20.00%14,2150.34
≡CROX – Crocs, Inc.Add 20.00%14,398−0.26
– CompoSecure, Inc.
Buy
1,995,610
6.33
≡CROX – Crocs, Inc.Reduce 50.00%−70,624−6.06
≡GSM – Ferroglobe PLCSell−2,087,354−5.07
≡GOOGL – Alphabet Inc - CL ASell−55,719−4.60
≡Despegar.com Corp.Sell−703,251−4.22
≡Calumet, Inc.Buy711,6784.09
≡YUMC – Yum China Holdings, Inc.Buy224,0363.25
≡ROAD – Construction Partners, Inc.Reduce 33.00%−97,499−2.95
≡CRS – Carpenter Technology CorporationAdd 39.00%41,6012.34
≡UCTT – Ultra Clean Holdings, Inc.Sell−91,447−2.03
≡ICHR – Ichor HoldingsSell−92,246−1.61
≡GEV – GE Vernova Inc.Sell−17,545−1.36
≡Calumet, Inc.Buy136,1001.10
≡GPRE – Green Plains, Inc.Sell−150,244−1.08
≡GEV – GE Vernova Inc.Buy17,5451.36
≡VVV – Valvoline Inc.Add 59.00%128,1411.18
≡IMVT – Immunovant, Inc.Add 157.00%152,9531.18
≡UCTT – Ultra Clean Holdings, Inc.Add 110.00%47,8050.87
≡CCOI – Cogent Communications Holdings, Inc.Add 36.00%91,926−0.76
≡ROIV – Roivant Sciences LTDAdd 17.00%248,733−0.75
≡ICHR – Ichor HoldingsAdd 110.00%48,2230.63
≡
MDRX – Veradigm Inc.
Buy
1,176,015
5.23
≡NICE – Nice LTDSell−32,998−4.64
≡GOOGL – Alphabet Inc - CL ABuy53,1804.64
≡MKSI – MKS Instruments Inc.Buy59,7804.59
≡CRH – CRH PLCAdd 49.00%75,0883.91
≡CROX – Crocs, Inc.Add 21.00%23,4643.88
≡GE – General Electric CoAdd 24.00%12,8501.92
≡GPRE – Green Plains, Inc.Buy143,4011.91
≡ROIV – Roivant Sciences LTDAdd 11.00%149,613−1.55
≡UCTT – Ultra Clean Holdings, Inc.Buy43,6421.16
≡ICHR – Ichor HoldingsBuy44,0230.98
≡GSM – Ferroglobe PLCAdd 79.00%881,9760.64
≡IMVT – Immunovant, Inc.Add 117.00%52,6670.49