StockDriftsStockDriftsTop 23 Tyro Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESTA | ESTABLISHMENT LABS HLDGS INC | 16.55% | 1.15M | $65.4M | +6.85%(+73.85K) | $44.79(+55.83%) | 2026-03-31 | |
| CRS | CARPENTER TECHNOLOGY CORP | 13.47% | 135.0K | $53.2M | +6.64%(+8.41K) | $187.00(+129.72%) | 2026-03-31 | |
| CRH | CRH PLC | 10.26% | 385.5K | $40.5M | +6.64%(+24.01K) | $79.17(+35.94%) | 2026-03-31 | |
| SN | SHARKNINJA INC | 10.24% | 381.9K | $40.4M | +6.64%(+23.78K) | $97.90(+8.98%) | 2026-03-31 | |
| CROX | CROCS INC | 8.15% | 387.7K | $32.2M | +6.64%(+24.14K) | $96.50(+0.69%) | 2026-03-31 | |
| SPRY | ARS PHARMACEUTICALS INC | 6.03% | 2.97M | $23.8M | +48.81%(+973.75K) | $10.52(-24.52%) | 2026-03-31 | |
| ROAD | CONSTRUCTION PARTNERS INC | 4.95% | 175.9K | $19.5M | +6.64%(+10.96K) | $57.20(+118.25%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 4.08% | 59.5K | $16.1M | new | $221.38(+120.95%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 4.03% | 25.0K | $15.9M | new | $436.36(+216.88%) | 2026-03-31 | |
| CELH | CELSIUS HLDGS INC | 2.85% | 316.9K | $11.2M | +6.64%(+19.74K) | $46.00(-36.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.33% | +49.44% |
| Top 20 Holdings Unweighted | +9.12% | +29.94% |
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