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Tyro Capital Management LLC

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13F filer, CIK 1915395, MIAMI, FL

Tyro Capital Management LLC reported $920,613,913 across 26 holdings for the quarter ended 2026-03-31, in a 13F-HR/A filed 2026-07-06. Its ten largest share positions make up 80.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001915395-26-000013

Period
2026-03-31
Reported value
$921M
Holdings
26
Top 10 weight
80.6%
New
14
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WDCnew+59,548$16.1M
SNDKnew+25,028$15.9M
LITEnew+15,453$10.9M
KLACnew+6,086$8.96M
MKSInew+36,855$8.47M

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
QUREexited-663,929-$15.9M

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, Q1 2026

Share positions as resolved from 13F-HR/A 0001915395-26-000013, largest first. % of portfolio is the value over $395,017,995, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,063,886 shares; 2025Q2: 1,066,721 shares; 2025Q3: 1,077,456 shares; 2025Q4: 1,077,456 shares; 2026Q1: 1,151,309 shares 1,151,309$65.4M16.55%+73,853Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,749 shares; 2024Q4: 178,693 shares; 2025Q1: 208,959 shares; 2025Q2: 77,674 shares; 2025Q3: 126,250 shares; 2025Q4: 126,596 shares; 2026Q1: 135,004 shares 135,004$53.2M13.47%+8,408Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,716 shares; 2024Q4: 287,977 shares; 2025Q1: 336,753 shares; 2025Q2: 337,560 shares; 2025Q3: 360,495 shares; 2025Q4: 361,488 shares; 2026Q1: 385,498 shares 385,498$40.5M10.26%+24,010Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,765 shares; 2025Q2: 217,803 shares; 2025Q3: 232,602 shares; 2025Q4: 358,081 shares; 2026Q1: 381,864 shares 381,864$40.4M10.24%+23,783Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,515 shares; 2024Q4: 85,913 shares; 2025Q1: 180,590 shares; 2025Q2: 181,022 shares; 2025Q3: 290,008 shares; 2025Q4: 363,523 shares; 2026Q1: 387,668 shares 387,668$32.2M8.15%+24,145Timeline
SPRYARS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,994,852 shares; 2026Q1: 2,968,599 shares 2,968,599$23.8M6.03%+973,747Timeline
ROADCONSTRUCTION PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,701 shares; 2024Q4: 242,309 shares; 2025Q1: 258,331 shares; 2025Q2: 154,023 shares; 2025Q3: 164,488 shares; 2025Q4: 164,940 shares; 2026Q1: 175,896 shares 175,896$19.5M4.95%+10,956Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,548 shares 59,548$16.1M4.08%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,028 shares 25,028$15.9M4.03%newTimeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,757 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297,157 shares; 2026Q1: 316,894 shares 316,894$11.2M2.85%+19,737Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,453 shares 15,453$10.9M2.75%newTimeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,639 shares; 2026Q1: 62,544 shares 62,544$9.58M2.42%+3,905Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,086 shares 6,086$8.96M2.27%newTimeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,855 shares 36,855$8.47M2.14%newTimeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,130 shares 6,130$8.1M2.05%newTimeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,862 shares 37,862$8.09M2.05%newTimeline
UCTTULTRA CLEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,133 shares 119,133$7.41M1.88%newTimeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,638 shares; 2026Q1: 64,666 shares 64,666$4.26M1.08%+4,028Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257,351 shares 257,351$3.87M0.98%newTimeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,787 shares 87,787$1.99M0.5%newTimeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,824 shares 44,824$1.98M0.5%newTimeline
HNGEHINGE HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 319,076 shares; 2025Q4: not reported; 2026Q1: 49,578 shares 49,578$1.91M0.48%newTimeline
SNDASONIDA SENIOR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,451 shares 36,451$1.18M0.3%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput652,700$424Mnew
ESTAESTABLISHMENT LABS HLDGS INC COMMON STOCKput1,250,000$71M+250,000
CCOICOGENT COMM HOLDINGS INC COM NEWcall1,600,000$30.1M+600,000

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CRHCRH PLC1,000,000$125Mcall
QUREUNIQURE NV663,929$15.9Mshares

How Q1 2026 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 0001915395-26-000012 superseded2026-05-14acceptance time not in the bulk data set
13F-HR/A 0001915395-26-000013 baserestatement2026-07-06acceptance time not in the bulk data set