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Tyro Capital Management LLC

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13F filer, CIK 1915395, MIAMI, FL

Tyro Capital Management LLC reported $254,941,572 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001915395-25-000018

Period
2025-06-30
Reported value
$255M
Holdings
10
Top 10 weight
100%
New
2
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VERONA PHARMA PLCnew+214,719$20.3M
LQDAnew+1,241,839$15.5M
SNadded+109,038$10.8M
CCOIadded+144,792$6.98M
GRPNadded+152,406$5.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRSreduced-131,285-$36.3M
ROIVexited-2,465,377-$24.9M
GEexited-99,189-$19.9M
ROADreduced-104,308-$11.1M
GPGIexited-1,018,107-$11.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001915395-25-000018, largest first. % of portfolio is the value over $254,941,572, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ESTAESTABLISHMENT LABS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,063,886 shares; 2025Q2: 1,066,721 shares 1,066,721$45.6M17.87%+2,835Timeline
GRPNGROUPON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,725,395 shares; 2025Q1: 869,311 shares; 2025Q2: 1,021,717 shares 1,021,717$34.2M13.41%+152,406Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,716 shares; 2024Q4: 287,977 shares; 2025Q1: 336,753 shares; 2025Q2: 337,560 shares 337,560$31M12.15%+807Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,304 shares; 2024Q4: 420,825 shares; 2025Q1: 492,103 shares; 2025Q2: 636,895 shares 636,895$30.7M12.04%+144,792Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,765 shares; 2025Q2: 217,803 shares 217,803$21.6M8.46%+109,038Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,749 shares; 2024Q4: 178,693 shares; 2025Q1: 208,959 shares; 2025Q2: 77,674 shares 77,674$21.5M8.42%-131,285Timeline
VERONA PHARMA PLCVERONA PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214,719 shares 214,719$20.3M7.97%new
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,515 shares; 2024Q4: 85,913 shares; 2025Q1: 180,590 shares; 2025Q2: 181,022 shares 181,022$18.3M7.19%+432Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,701 shares; 2024Q4: 242,309 shares; 2025Q1: 258,331 shares; 2025Q2: 154,023 shares 154,023$16.4M6.42%-104,308Timeline
LQDALIQUIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,241,839 shares 1,241,839$15.5M6.07%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ROIVROIVANT SCIENCES LTD2,465,377$24.9Mshares
GEGE AEROSPACE99,189$19.9Mshares
GPGIGPGI INC1,018,107$11.1Mshares
IMVTIMMUNOVANT INC177,107$3.03Mshares
CELHCELSIUS HLDGS INC75,757$2.7Mshares
RHLDRESOLUTE HLDGS MGMT INC84,842$2.66Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001915395-25-000018 base2025-08-08acceptance time not in the bulk data set