Funds › Tyro Capital Management LLC
Tyro Capital Management LLC
13F for Q3 2026, filed Nov 12, 2026. 31 positions worth $564.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CLMT Calumet, Inc | 1.08M | $56.5M | 10.0% | New | 13F ↗ |
| 2 | SN SharkNinja, Inc. | 261,554 | $47.1M | 8.3% | +7.9% | 13F ↗ |
| 3 | HNGE Hinge Health, Inc. | 435,607 | $42.4M | 7.5% | +7.9% | 13F ↗ |
| 4 | ESTA Establishment Labs Holdings Inc. | 653,357 | $41.9M | 7.4% | +7.9% | 13F ↗ |
| 5 | CROX Crocs, Inc. | 305,425 | $35.8M | 6.3% | +7.9% | 13F ↗ |
| 6 | NUAI New Era Energy & Digital, Inc. | 4.16M | $28.0M | 5.0% | +116% | 13F ↗ |
| 7 | CRS Carpenter Technology Corporation | 70,361 | $27.4M | 4.8% | +7.9% | 13F ↗ |
| 8 | CRH Crh plc | 328,114 | $27.2M | 4.8% | +7.9% | 13F ↗ |
| 9 | EWTX Edgewise Therapeutics, Inc. | 661,659 | $26.9M | 4.8% | +7.9% | 13F ↗ |
| 10 | SNDA Sonida Senior Living, Inc. | 669,985 | $25.2M | 4.5% | +6.7% | 13F ↗ |
| 11 | ROAD Construction Partners, Inc. | 277,484 | $25.0M | 4.4% | +50.0% | 13F ↗ |
| 12 | RMIX Suncrete, Inc. | 1.66M | $21.4M | 3.8% | +7.9% | 13F ↗ |
| 13 | CIFR Cipher Digital Inc. | 1.28M | $20.3M | 3.6% | New | 13F ↗ |
| 14 | HUT Hut 8 Corp. | 224,700 | $19.3M | 3.4% | New | 13F ↗ |
| 15 | WULF TeraWulf Inc. | 1.30M | $19.2M | 3.4% | New | 13F ↗ |
| 16 | Roundhill ETF Trust Memory Etf | 296,624 | $17.9M | 3.2% | New | 13F ↗ |
| 17 | SPRY ARS Pharmaceuticals, Inc. | 3.20M | $13.8M | 2.4% | -28.2% | 13F ↗ |
| 18 | HNRG Hallador Energy Company | 793,735 | $11.0M | 2.0% | +7.9% | 13F ↗ |
| 19 | GLXY Galaxy Digital Inc. | 482,082 | $11.0M | 1.9% | New | 13F ↗ |
| 20 | NGNE Neurogene Inc. | 304,401 | $8.5M | 1.5% | New | 13F ↗ |
| 21 | SNDK Sandisk Corporation | 3,382 | $5.9M | 1.0% | New | 13F ↗ |
| 22 | MPTI M-tron Industries, Inc. | 72,152 | $5.6M | 1.0% | New | 13F ↗ |
| 23 | RIVN Rivian Automotive, Inc. | 292,106 | $4.4M | 0.8% | +8.0% | 13F ↗ |
| 24 | TRVI Trevi Therapeutics, Inc. | 291,890 | $4.2M | 0.7% | New | 13F ↗ |
| 25 | ASML ASML Holding N.V. · Equities | 1,673 | $3.0M | 0.5% | New | 13F ↗ |
| 26 | INTC Intel Corporation | 24,577 | $3.0M | 0.5% | New | 13F ↗ |
| 27 | IKT Inhibikase Therapeutics, Inc. | 1.37M | $2.8M | 0.5% | New | 13F ↗ |
| 28 | LRCX Lam Research Corporation | 8,524 | $2.8M | 0.5% | New | 13F ↗ |
| 29 | KLAC KLA Corporation | 12,964 | $2.5M | 0.4% | New | 13F ↗ |
| 30 | WDC Western Digital Corporation | 5,481 | $2.5M | 0.4% | New | 13F ↗ |
| 31 | MKSI MKS Inc. | 8,227 | $2.2M | 0.4% | New | 13F ↗ |
Changes since Q2 2026
17 new, 13 added to, 1 trimmed, 1 exited, 0 unchanged. By estimated dollars.
New positions (17)
| CLMT Calumet, Inc | 1.08M | New | $56.5M |
| CIFR Cipher Digital Inc. | 1.28M | New | $20.3M |
| HUT Hut 8 Corp. | 224,700 | New | $19.3M |
| WULF TeraWulf Inc. | 1.30M | New | $19.2M |
| Roundhill ETF Trust Memory Etf | 296,624 | New | $17.9M |
| GLXY Galaxy Digital Inc. | 482,082 | New | $11.0M |
| NGNE Neurogene Inc. | 304,401 | New | $8.5M |
| SNDK Sandisk Corporation | 3,382 | New | $5.9M |
| MPTI M-tron Industries, Inc. | 72,152 | New | $5.6M |
| TRVI Trevi Therapeutics, Inc. | 291,890 | New | $4.2M |
Added to (13)
| NUAI New Era Energy & Digital, Inc. | 4.16M | +116% | $15.0M |
| ROAD Construction Partners, Inc. | 277,484 | +50.0% | $8.3M |
| SN SharkNinja, Inc. | 261,554 | +7.9% | $3.5M |
| HNGE Hinge Health, Inc. | 435,607 | +7.9% | $3.1M |
| ESTA Establishment Labs Holdings Inc. | 653,357 | +7.9% | $3.1M |
| CROX Crocs, Inc. | 305,425 | +7.9% | $2.6M |
| CRS Carpenter Technology Corporation | 70,361 | +7.9% | $2.0M |
| CRH Crh plc | 328,114 | +7.9% | $2.0M |
| EWTX Edgewise Therapeutics, Inc. | 661,659 | +7.9% | $2.0M |
| SNDA Sonida Senior Living, Inc. | 669,985 | +6.7% | $1.6M |
Trimmed (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| SPRY ARS Pharmaceuticals, Inc. | 3.20M | -28.2% | -$5.4M |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| CELH Celsius Holdings, Inc. | 1.49M | Exited | -$43.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 31 | $564.4M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 15 | $445.7M | Current | SEC ↗ |
| Q1 2026 | Jul 6, 2026 | 13F-HR/A (restatement) | 26 | $920.6M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 26 | $920.6M | Replaced | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR/A (restatement) | 14 | $540.6M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 15 | $558.8M | Replaced | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 10 | $269.2M | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 10 | $254.9M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 14 | $268.4M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer