Tyro Capital Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Tyro Capital Management LLC reported 16 stock positions worth $173.1 million. Its top holding was CRH (CRH) at 11.3% of the portfolio, followed by Crocs (CROX, 11.3%) and Howmet Aerospace (HWM, 10.9%). Compared with Q4 2023, it opened 7 new positions, sold out of 4 and added to 9. The biggest buy was a new position in Valvoline (VVV) and the biggest sale an exit from Sotera Health (SHC).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001915395
- Portfolio Value
- $173.1M (Q1 2024)
- SEC Filing
- 0001915395-24-000006 ↗ filed May 15, 2024
Holdings Value
Holdings 16 stocks · $173.1M
| CRH CRH PLC | 11.33% | 227,406 | $19.6M | Add +49.3% |
| CROX Crocs Inc. | 11.27% | 135,664 | $19.5M | Add +20.9% |
| HWM Howmet Aerospace Inc. | 10.95% | 276,999 | $19.0M | Add +0.1% |
| CCOI Cogent Communications Holdin | 9.67% | 256,315 | $16.7M | Add +0.1% |
| ROAD Construction Partners Inc. Class A | 9.26% | 285,572 | $16.0M | Add +0.1% |
| ROIV Roivant Sciences Ltd. | 9.10% | 1,495,594 | $15.8M | Add +11.1% |
| GE General Electric | 6.79% | 66,982 | $11.8M | Add +23.7% |
| GSM Ferroglobe PLC | 5.73% | 1,992,274 | $9.9M | Add +79.4% |
| VVV Valvoline Inc. | 5.56% | 215,987 | $9.6M | New |
| MDRX Veradigm Inc. | 5.23% | 1,176,015 | $9.1M | New |
| GOOGL Alphabet Inc. Class A | 4.64% | 53,180 | $8.0M | New |
| MKSI MKS Inc. filed as MKS INSTRS INC | 4.59% | 59,780 | $8.0M | New |
| GPRE Green Plains Inc. | 1.91% | 143,401 | $3.3M | New |
| IMVT Immunovant Inc. | 1.82% | 97,667 | $3.2M | Add +117.0% |
| UCTT Ultra Clean Holdings Inc. | 1.16% | 43,642 | $2.0M | New |
| ICHR Ichor Holdings Ltd. | 0.98% | 44,023 | $1.7M | New |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| VVV Valvoline Inc. | New | 5.56% | +5.56 |
| MDRX Veradigm Inc. | New | 5.23% | +5.23 |
| GOOGL Alphabet Inc. Class A | New | 4.64% | +4.64 |
| MKSI MKS Inc. | New | 4.59% | +4.59 |
| CRH CRH PLC | Add +49.3% | 11.33% | +3.90 |
| CROX Crocs Inc. | Add +20.9% | 11.27% | +3.88 |
| GE General Electric | Add +23.7% | 6.79% | +1.92 |
| GPRE Green Plains Inc. | New | 1.91% | +1.91 |
| UCTT Ultra Clean Holdings Inc. | New | 1.16% | +1.16 |
| ICHR Ichor Holdings Ltd. | New | 0.98% | +0.98 |
| GSM Ferroglobe PLC | Add +79.4% | 5.73% | +0.64 |
| ROAD Construction Partners Inc. Class A | Add +0.1% | 9.26% | +0.51 |
| IMVT Immunovant Inc. | Add +117.0% | 1.82% | +0.49 |
| HWM Howmet Aerospace Inc. | Add +0.1% | 10.95% | +0.40 |
| ROIV Roivant Sciences Ltd. | Add +11.1% | 9.10% | −1.55 |
| CCOI Cogent Communications Holdin | Add +0.1% | 9.67% | −4.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $445.7M | ESTA, CELH, CRS, SN, SPRY |
| Q1 2026Amended | 23 | $395.0M | ESTA, CRS, CRH, SN, CROX |
| Q4 2025Amended | 11 | $321.3M | ESTA, CRH, SN, CRS, CROX |
| Q3 2025 | 10 | $269.2M | ESTA, CRH, CCOI, CRS, GRPN |
| Q2 2025 | 10 | $254.9M | ESTA, GRPN, CRH, CCOI, SN |
| Q1 2025 | 14 | $268.4M | ESTA, CRS, CCOI, CRH, ROIV |
| Q4 2024 | 11 | $233.8M | CCOI, GPGI, CRS, CRH, ROIV |
| Q3 2024Amended | 12 | $194.6M | CCOI, CRS, CRH, ROIV, GPGI |
| Q2 2024 | 18 | $220.6M | HWM, CROX, CCOI, ROIV, CRH |
| Q1 2024 | 16 | $173.1M | CRH, CROX, HWM, CCOI, ROAD |