Tyro Capital Management as of March 31, 2024
Portfolio Holdings for Tyro Capital Management
Tyro Capital Management holds 16 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CRH Ord (CRH) | 11.3 | $20M | 227k | 86.26 | |
| Crocs (CROX) | 11.3 | $20M | 136k | 143.80 | |
| Howmet Aerospace (HWM) | 10.9 | $19M | 277k | 68.43 | |
| Cogent Communications (CCOI) | 9.7 | $17M | 256k | 65.33 | |
| Construction Partners Com Cl A (ROAD) | 9.3 | $16M | 286k | 56.15 | |
| Roivant Sciences SHS (ROIV) | 9.1 | $16M | 1.5M | 10.54 | |
| General Electric Com-new (GE) | 6.8 | $12M | 67k | 175.53 | |
| Ferroglobe SHS (GSM) | 5.7 | $9.9M | 2.0M | 4.98 | |
| Valvoline Inc Common (VVV) | 5.6 | $9.6M | 216k | 44.57 | |
| Allscripts Healthcare Solutions (MDRX) | 5.2 | $9.1M | 1.2M | 7.70 | |
| Alphabet Inc - CL A Cap Stk Cl A (GOOGL) | 4.6 | $8.0M | 53k | 150.93 | |
| MKS Instruments (MKSI) | 4.6 | $8.0M | 60k | 133.00 | |
| Green Plains Renewable Energy (GPRE) | 1.9 | $3.3M | 143k | 23.12 | |
| Immunovant (IMVT) | 1.8 | $3.2M | 98k | 32.31 | |
| Ultra Clean Holdings (UCTT) | 1.2 | $2.0M | 44k | 45.94 | |
| Ichor Holdings SHS (ICHR) | 1.0 | $1.7M | 44k | 38.62 |
