Tyro Capital Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Tyro Capital Management LLC reported 18 stock positions worth $220.6 million. Its top holding was Howmet Aerospace (HWM) at 10.2% of the portfolio, followed by Crocs (CROX, 9.4%) and Cogent Communications Holdin (CCOI, 8.9%). Compared with Q1 2024, it opened 2 new positions, sold out of 1 and added to 16. The biggest buy was a new position in Carpenter Technology (CRS) and the biggest sale an exit from Veradigm (MDRX).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI, FL
- CIK
- 0001915395
- Portfolio Value
- $220.6M (Q2 2024)
- SEC Filing
- 0001915395-24-000008 ↗ filed Aug 14, 2024
Holdings Value
Holdings 18 stocks · $220.6M
| HWM Howmet Aerospace Inc. | 10.21% | 290,219 | $22.5M | Add +4.8% |
| CROX Crocs Inc. | 9.41% | 142,139 | $20.7M | Add +4.8% |
| CCOI Cogent Communications Holdin | 8.91% | 348,241 | $19.7M | Add +35.9% |
| ROIV Roivant Sciences Ltd. | 8.36% | 1,744,327 | $18.4M | Add +16.6% |
| CRH CRH PLC | 8.10% | 238,259 | $17.9M | Add +4.8% |
| ROAD Construction Partners Inc. Class A | 7.49% | 299,200 | $16.5M | Add +4.8% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 7.42% | 125,265 | $16.4M | Add +109.5% |
| VVV Valvoline Inc. | 6.74% | 344,128 | $14.9M | Add +59.3% |
| CRS Carpenter Technology | 5.32% | 107,148 | $11.7M | New |
| GSM Ferroglobe PLC | 5.07% | 2,087,354 | $11.2M | Add +4.8% |
| GE General Electric filed as GE AEROSPACE | 5.06% | 70,178 | $11.2M | Add +4.8% |
| GOOGL Alphabet Inc. Class A | 4.60% | 55,719 | $10.1M | Add +4.8% |
| DESP Despegar.com Corp. | 4.22% | 703,251 | $9.3M | New |
| IMVT Immunovant Inc. | 3.00% | 250,620 | $6.6M | Add +156.6% |
| UCTT Ultra Clean Holdings Inc. | 2.03% | 91,447 | $4.5M | Add +109.5% |
| ICHR Ichor Holdings Ltd. | 1.61% | 92,246 | $3.6M | Add +109.5% |
| GEV GE Vernova Inc. | 1.36% | 17,545 | $3.0M | Add +4.8% |
| GPRE Green Plains Inc. | 1.08% | 150,244 | $2.4M | Add +4.8% |
Portfolio Sells Q1 2024 → Q2 2024
| MDRX Veradigm Inc. | Sold out | 0.00% | −5.23 |
Portfolio Buys Q1 2024 → Q2 2024
| CRS Carpenter Technology | New | 5.32% | +5.32 |
| DESP Despegar.com Corp. | New | 4.22% | +4.22 |
| MKSI MKS Inc. | Add +109.5% | 7.42% | +2.82 |
| VVV Valvoline Inc. | Add +59.3% | 6.74% | +1.18 |
| IMVT Immunovant Inc. | Add +156.6% | 3.00% | +1.18 |
| UCTT Ultra Clean Holdings Inc. | Add +109.5% | 2.03% | +0.87 |
| ICHR Ichor Holdings Ltd. | Add +109.5% | 1.61% | +0.63 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 4.60% | −0.03 |
| GEV GE Vernova Inc. | Add +4.8% | 1.36% | −0.29 |
| GSM Ferroglobe PLC | Add +4.8% | 5.07% | −0.66 |
| HWM Howmet Aerospace Inc. | Add +4.8% | 10.21% | −0.73 |
| ROIV Roivant Sciences Ltd. | Add +16.6% | 8.36% | −0.75 |
| CCOI Cogent Communications Holdin | Add +35.9% | 8.91% | −0.76 |
| GPRE Green Plains Inc. | Add +4.8% | 1.08% | −0.83 |
| GE General Electric | Add +4.8% | 5.06% | −1.73 |
| ROAD Construction Partners Inc. Class A | Add +4.8% | 7.49% | −1.77 |
| CROX Crocs Inc. | Add +4.8% | 9.41% | −1.86 |
| CRH CRH PLC | Add +4.8% | 8.10% | −3.23 |
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 |