Tyro Capital Management LLC
Top Portfolio Positions
25 positions ·
$920,613,899 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
652,700 | $424,476,918 | 46.11% | |
| ESTA |
Establishment Labs Holdings Inc.
Healthcare
|
2,401,309 | $136,346,325 | 14.81% | |
| CRS |
Carpenter Technology Corp
Industrials
|
135,004 | $53,211,826 | 5.78% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
385,498 | $40,523,549 | 4.40% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
381,864 | $40,439,397 | 4.39% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
387,668 | $32,184,197 | 3.50% | |
| CCOI |
Cogent Communications Holdings, Inc.
Communication Services
|
1,600,000 | $30,144,000 | 3.27% | |
| SPRY |
ARS Pharmaceuticals, Inc.
Healthcare
|
2,968,599 | $23,837,849 | 2.59% | |
| ROAD |
Construction Partners, Inc.
Industrials
|
175,896 | $19,545,563 | 2.12% | |
| WDC |
Western Digital Corp
Technology
|
59,548 | $16,107,138 | 1.75% |
Portfolio Trend
10 quarters · across all stocks
Holdings in UCTT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,407,689 | 119,133 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $4,480,903 | 91,447 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,004,913 | 43,642 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||