Tyro Capital – 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
Style:: Long/Short Equity

Hist	Stock	Activity	Share change	% change to portfolio
Q1 2026filed May 14, 2614 new11 added1 reduced1 exited
≡	CRH – CRH PLC	Reduce 61.00%	−614,502	−18.69
≡	QURE – UNIQURE NV	Sell	−663,929	−2.94
Q4 2025filed Feb 13, 261 added1 reduced1 exited
≡	CRHCALL – CRH PLC	Reduce 64.00%	−638,512	−13.99
≡	SNDA – SONIDA SENIOR LIVING INC	Sell	−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 INC	Reduce 7.00%	−77,456	−3.37
≡	LENZ – Lenz Therapeutics, Inc.	Sell	−100,672	−1.74
Q3 2025filed Nov 13, 252 new7 added2 exited
≡	VRNA – Verona Pharma PLC	Sell	−214,719	−7.97
≡	LQDA – Liquidia Corporation	Sell	−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 Aerospace	Sell	−99,189	−7.40
≡	CRS – Carpenter Technology Corporation	Reduce 63.00%	−131,285	−5.69
≡	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
≡	ROAD – Construction Partners, Inc.	Reduce 40.00%	−104,308	−0.50
Q1 2025filed May 15, 254 new8 added2 reduced3 exited
≡	NVDACALL – Nvidia Corporation	Sell	−450,000	−22.10
≡	CLMT – Calumet, Inc.	Sell	−854,947	−6.16
≡	GPGI – CompoSecure, Inc.	Reduce 50.00%	−1,000,971	−6.01
≡	CLMTCALL – Calumet, Inc.	Sell	−163,300	−1.34
≡	GRPN – Groupon, Inc.	Reduce 50.00%	−856,084	−0.78