23 is the total number of securities Tyro Capital Management LLC has owned. The longest Tyro Capital Management LLC has owned a single stock is 3 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CCOI | Cogent Communications ... | 3 | 3 | 8.91% | 10.77% | 13.72% | Q4 2023 | Q2 2024 | 3 |
| HWM | Howmet Aerospace Inc. | 3 | 3 | 10.22% | 10.57% | 10.95% | Q4 2023 | Q2 2024 | 3 |
| Roivant Sciences LTD | 3 | 3 | 8.36% | 9.37% | 10.65% | Q4 2023 | Q2 2024 | 3 | |
| CROX | Crocs, Inc. | 3 | 3 | 7.39% | 9.35% | 11.27% | Q4 2023 | Q2 2024 | 3 |
| CRH PLC | 3 | 3 | 7.42% | 8.95% | 11.33% | Q4 2023 | Q2 2024 | 3 | |
| ROAD | Construction Partners Inc | 3 | 3 | 7.49% | 8.50% | 9.26% | Q4 2023 | Q2 2024 | 3 |
| General Electric Co | 3 | 3 | 4.87% | 5.57% | 6.79% | Q4 2023 | Q2 2024 | 3 | |
| GSM | Ferroglobe PLC | 3 | 3 | 5.07% | 5.30% | 5.73% | Q4 2023 | Q2 2024 | 3 |
| IMVT | Immunovant, Inc. | 3 | 3 | 1.34% | 2.05% | 3.00% | Q4 2023 | Q2 2024 | 3 |
| VVV | Valvoline Inc. | 2 | 2 | 5.56% | 6.15% | 6.74% | Q1 2024 | Q2 2024 | 2 |
| MKSI | MKS Instruments Inc. | 2 | 2 | 4.59% | 6.00% | 7.42% | Q1 2024 | Q2 2024 | 2 |
| GOOGL | Alphabet Inc - CL A | 2 | 2 | 4.60% | 4.62% | 4.64% | Q1 2024 | Q2 2024 | 2 |
| UCTT | Ultra Clean Holdings, ... | 2 | 2 | 1.16% | 1.60% | 2.03% | Q1 2024 | Q2 2024 | 2 |
| GPRE | Green Plains, Inc. | 2 | 2 | 1.08% | 1.50% | 1.92% | Q1 2024 | Q2 2024 | 2 |
| ICHR | Ichor Holdings | 2 | 2 | 0.98% | 1.30% | 1.61% | Q1 2024 | Q2 2024 | 2 |
| SHC | Sotera Health Co | 1 | 1 | 11.11% | 11.11% | 11.11% | Q4 2023 | Q4 2023 | 1 |
| TH | Target Hospitality Corp | 1 | 1 | 7.95% | 7.95% | 7.95% | Q4 2023 | Q4 2023 | 1 |
| MITK | Mitek Systems Inc | 1 | 1 | 6.51% | 6.51% | 6.51% | Q4 2023 | Q4 2023 | 1 |
| CRS | Carpenter Technology C... | 1 | 1 | 5.32% | 5.32% | 5.32% | Q2 2024 | Q2 2024 | 1 |
| MDRX | Veradigm Inc. | 1 | 1 | 5.23% | 5.23% | 5.23% | Q1 2024 | Q1 2024 | 1 |
| NICE | Nice LTD | 1 | 1 | 4.64% | 4.64% | 4.64% | Q4 2023 | Q4 2023 | 1 |
| DESP | Despegar.com Corp. | 1 | 1 | 4.22% | 4.22% | 4.22% | Q2 2024 | Q2 2024 | 1 |
| GE Vernova Inc. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2024 | Q2 2024 | 1 | |
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The securities at the top of the list , including Cogent Communications Holdings, Inc., Howmet Aerospace Inc., and Roivant Sciences LTD, are the highest-conviction holdings of Tyro Capital Management LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Tyro Capital Management LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Tyro Capital Management LLC owns currently or has owned in the past.