Tyro Capital Management LLC Portfolio Holdings by Sector

Tyro Capital Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Metal Fabrication \| Industrials CRS CMPO 2 stocks	$43.4 Million 23.83% of portfolio	2	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare ROIV IMVT 2 stocks	$27.4 Million 15.08% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CCOI 1 stocks	$26.6 Million 14.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$22.2 Million 12.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VVV 1 stocks	$14.5 Million 7.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials ROAD 1 stocks	$14.1 Million 7.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$13.3 Million 7.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX 1 stocks	$10.4 Million 5.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUMC 1 stocks	$10.1 Million 5.54% of portfolio	1	-	1	-	0 Calls 0 Puts

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