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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
≡ESTABLISHMENT LABS HLDGS INCSell−1,250,000−7.71
≡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
≡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
≡CRHCALL – CRH PLCSell−1,000,000−22.33
≡SNDA – SONIDA SENIOR LIVING INCReduce 94.00%−524,506−3.15
≡QURE – UNIQURE NVSell−663,929−2.84
Q4 2025filed Feb 13, 269 new2 added4 exited
≡CCOI – Cogent Communications Holdings, Inc.Sell−935,287−13.32
≡GRPN – Groupon, Inc.Sell−1,091,095−9.46
≡HNGE – Hinge Health, Inc.Sell−319,076−5.82
≡Lenz Therapeutics, Inc.Sell−100,672−1.74
Q3 2025filed Nov 13, 252 new7 added2 exited
≡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
≡Nvidia CorporationSell−450,000−22.10
≡Calumet, Inc.Sell−854,947−6.16
≡GPGI – CompoSecure, Inc.Reduce 50.00%−1,000,971−6.01
≡Calumet, Inc.Sell−163,300−1.34
≡
Q4 2024filed Feb 14, 253 new8 added1 reduced4 exited
≡FXICALL – iShares China Large-Cap ETFSell−3,210,000−36.10
≡VVV – Valvoline Inc.Sell−346,228−4.68
≡YUMC – Yum China Holdings, Inc.Sell−224,036−3.25
≡Calumet, Inc.Sell
Q3 2024filed Dec 6, 245 new1 added2 reduced9 exited
≡HWM – Howmet Aerospace Inc.Sell−290,219−10.22
≡MKSI – MKS Instruments Inc.Sell−125,265−7.42
≡CROX – Crocs, Inc.Reduce 50.00%−70,624−6.06
≡GSM – Ferroglobe PLCSell−2,087,354
Q2 2024filed Aug 14, 243 new7 added1 exited
≡MDRX – Veradigm Inc.Sell−1,176,015−5.23
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
≡NICE – Nice LTDSell−32,998−4.64
−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
GRPN – Groupon, Inc.
Reduce 50.00%
−856,084
−0.78
−136,100
−1.10
≡IMVT – Immunovant, Inc.Reduce 40.00%−100,693−1.09
−5.07
≡GOOGL – Alphabet Inc - CL ASell−55,719−4.60
≡Despegar.com Corp.Sell−703,251−4.22
≡ROAD – Construction Partners, Inc.Reduce 33.00%−97,499−2.95
≡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
≡GPRE – Green Plains, Inc.Sell−150,244−1.08