Portfolio (Quarterly) Guide ↗

Tyro Capital Management LLC

· CIK 0001915395

13F Portfolio $559M AUM 15 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 9 New 2 Added 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CCOI	Cogent Communications Holdings, Inc.	Communication Services	935,287	$35.9M	13.32%	SOLD
2	GRPN	Groupon, Inc.	Communication Services	1,091,095	$25.5M	9.46%	SOLD
3	HNGE	Hinge Health, Inc.	Healthcare	319,076	$15.7M	5.82%	SOLD
4	LENZ	Lenz Therapeutics, Inc.	Healthcare	100,672	$4.7M	1.74%	SOLD

Sector Allocation

Healthcare 47.5%

Consumer Cyclical 28.3%

Industrials 19.6%

Consumer Defensive 4.6%