Tyro Capital Management LLC

Tyro Capital Management LLC – 13F Filing Analysis

Report Period: Q3 2025 (September 30, 2025)

1. Portfolio Overview

Tyro Capital Management LLC reported a significant contraction in portfolio size during the third quarter of 2025, with total assets under management (AUM) decreasing by 32.2%, falling from $254.94 million to $172.83 million. This reduction is attributable not only to potential market depreciation but also to a substantial rotation in the portfolio's underlying assets. Th...