Tyro Capital Management as of Dec. 31, 2023
Portfolio Holdings for Tyro Capital Management
Tyro Capital Management holds 13 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cogent Communications (CCOI) | 13.7 | $20M | 256k | 76.06 | |
| Sotera Health (SHC) | 11.1 | $16M | 935k | 16.85 | |
| Roivant Sciences SHS (ROIV) | 10.7 | $15M | 1.3M | 11.23 | |
| Howmet Aerospace (HWM) | 10.6 | $15M | 277k | 54.12 | |
| Construction Partners Com Cl A (ROAD) | 8.7 | $12M | 285k | 43.52 | |
| Target Hospitality Corp (TH) | 8.0 | $11M | 1.2M | 9.73 | |
| CRH Ord (CRH) | 7.4 | $11M | 152k | 69.16 | |
| Crocs (CROX) | 7.4 | $11M | 112k | 93.41 | |
| Mitek Systems Com-new (MITK) | 6.5 | $9.2M | 709k | 13.04 | |
| Ferroglobe SHS (GSM) | 5.1 | $7.2M | 1.1M | 6.51 | |
| General Electric Com-new (GE) | 4.9 | $6.9M | 54k | 127.63 | |
| Nice Sponsored Adr (NICE) | 4.6 | $6.6M | 33k | 199.51 | |
| Immunovant (IMVT) | 1.3 | $1.9M | 45k | 42.13 |
