Tyro Capital Management LLC
13F filer · CIK 1915395 · Miami, FL
Summary
Tyro Capital Management LLC reported $445.67M across 15 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are ESTA (11.7%), CELH (9.8%), CRS (9.0%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 6, trimmed 5 and sold out of 12.
Reported value$445.67M
Positions15
Report period2026 Q2
FiledAug 13, 2026
New positions4
Added6
Trimmed5
Sold out12
Top 15 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.7%Value $51.96MPrice $63.70Shares 606K -47.40%Since Jun 30 -25.77%
Weight 9.8%Value $43.77MPrice $27.71Shares 1.49M +371.70%Since Jun 30 -5.36%
Weight 9.0%Value $40.22MPrice $391.74Shares 65K -51.71%Since Jun 30 -36.49%
Weight 8.3%Value $36.90MPrice $182.44Shares 242K -36.53%Since Jun 30 +19.81%
Weight 8.0%Value $35.72MPrice $4.40Shares 4.46M +50.22%Since Jun 30 -45.07%
Weight 7.8%Value $34.68MPrice $12.51Shares 1.54MSince Jun 30 -44.47%
Weight 7.7%Value $34.14MPrice $122.63Shares 283K -27.00%Since Jun 30 +1.65%
Weight 7.5%Value $33.49MPrice $95.21Shares 404K +713.95%Since Jun 30 +14.71%
Weight 7.3%Value $32.53MPrice $84.53Shares 304K -21.13%Since Jun 30 -21.00%
Weight 5.8%Value $25.63MPrice $37.61Shares 628K +1623.28%Since Jun 30 -7.82%
Weight 5.6%Value $24.90MPrice $39.19Shares 613KSince Jun 30 -3.54%
Weight 4.9%Value $21.97MPrice $91.90Shares 185K +5.15%Since Jun 30 -22.62%
Weight 2.9%Value $12.79MPrice $14.09Shares 735KSince Jun 30 -18.98%
Weight 2.8%Value $12.27MPrice $6.76Shares 1.92MSince Jun 30 +5.96%
Weight 1.1%Value $4.69MPrice $14.97Shares 271K +5.12%Since Jun 30 -13.72%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.7% | $51.96M | -25.77% | -47.40% | Trim | |
| 9.8% | $43.77M | -5.36% | +371.70% | Add | |
| 9.0% | $40.22M | -36.49% | -51.71% | Trim | |
| 8.3% | $36.90M | +19.81% | -36.53% | Trim | |
| 8.0% | $35.72M | -45.07% | +50.22% | Add | |
| 7.8% | $34.68M | -44.47% | — | New | |
| 7.7% | $34.14M | +1.65% | -27.00% | Trim | |
| 7.5% | $33.49M | +14.71% | +713.95% | Add | |
| 7.3% | $32.53M | -21.00% | -21.13% | Trim | |
| 5.8% | $25.63M | -7.82% | +1623.28% | Add | |
| 5.6% | $24.90M | -3.54% | — | New | |
| 4.9% | $21.97M | -22.62% | +5.15% | Add | |
| 2.9% | $12.79M | -18.98% | — | New | |
| 2.8% | $12.27M | +5.96% | — | New | |
| 1.1% | $4.69M | -13.72% | +5.12% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.