Tyro Capital Management’s Cogent Communications CCOI Stock Holding History

Tyro Capital Management’s Portfolio CCOI Stock Details CCOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-935,287	Closed	-$27.6M	–	15
2025 Q3	$35.9M	Buy	935,287 +298,392	+47%	+$12.5M	13.32%	3
2025 Q2	$30.7M	Buy	636,895 +144,792	+29%	+$7.35M	12.04%	4
2025 Q1	$30.2M	Buy	492,103 +71,278	+17%	+$5.26M	11.24%	3
2024 Q4	$32.4M	Buy	420,825 +70,521	+20%	+$5.62M	10.62%	2
2024 Q3	$26.6M	Buy	350,304 +2,063	+0.6%	+$142K	8.58%	2
2024 Q2	$19.7M	Buy	348,241 +91,926	+36%	+$5.49M	8.91%	3
2024 Q1	$16.7M	Buy	256,315 +376	+0.1%	+$27.4K	9.67%	4
2023 Q4	$19.5M	Buy	+255,939	New	+$17.1M	13.72%	1

Other funds holding CCOI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Tyro Capital Management's CCOI Position: Q4 2025 in Review

Tyro Capital Management sold out of Cogent Communications (CCOI) in Q4 2025, closing a stake of 935,287 shares — an estimated $27.6M sold.

Tyro Capital Management first reported a position in CCOI in Q4 2023 and held it in 8 quarters. The position peaked at $35.9M in Q3 2025. 246 funds tracked by Wall St. Rank hold CCOI as of Q4 2025.

Tyro Capital Management reported no remaining Cogent Communications position as of Q4 2025 after selling out during the quarter.
Tyro Capital Management sold 935,287 Cogent Communications shares in Q4 2025, an estimated $27.6M.
Tyro Capital Management first reported a position in Cogent Communications in Q4 2023 and held it in 8 quarters.
Tyro Capital Management's Cogent Communications position peaked at $35.9M in Q3 2025.
246 funds tracked by Wall St. Rank held Cogent Communications as of Q4 2025.

Based on Tyro Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.