Tyro Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Hinge Health, Inc.(HNGE) | 0 | 319,076 | +319,076 | 0 | 15,660,250 | 5.82% | +15,660,250 |
| CRH PLC | 337,560 | 360,495 | +22,935 | 30,988,008 | 43,223,351 | 16.06% | +12,235,343 |
| Carpenter Technology Corporation(CRS) | 77,674 | 126,250 | +48,576 | 21,467,540 | 30,999,425 | 11.52% | +9,531,885 |
| Crocs, Inc.(CROX) | 181,022 | 290,008 | +108,986 | 18,333,908 | 24,230,168 | 9.00% | +5,896,260 |
| Cogent Communications Holdings, Inc. | 636,895 | 935,287 | +298,392 | 30,704,708 | 35,868,256 | 13.32% | +5,163,548 |
| Lenz Therapeutics, Inc. | 0 | 100,672 | +100,672 | 0 | 4,689,302 | 1.74% | +4,689,302 |
| Construction Partners, Inc.(ROAD) | 154,023 | 164,488 | +10,465 | 16,369,564 | 20,889,976 | 7.76% | +4,520,412 |
| Sharkninja, Inc.(SN) | 217,803 | 232,602 | +14,799 | 21,560,319 | 23,992,896 | 8.91% | +2,432,577 |
| Establishment Labs Holdings Inc.(ESTA) | 1,066,721 | 1,077,456 | +10,735 | 45,559,654 | 44,164,921 | 16.41% | -1,394,733 |
| Groupon, Inc.(GRPN) | 1,021,717 | 1,091,095 | +69,378 | 34,176,434 | 25,477,068 | 9.46% | -8,699,366 |
| Liquidia Corporation(LQDA) | 1,241,839 | 0 | -1,241,839 | 15,473,314 | 0 | — | -15,473,314 |
| Verona Pharma PLC | 214,719 | 0 | -214,719 | 20,308,123 | 0 | — | -20,308,123 |