Meros Investment Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$230.7M
Q ending 2026-03-31
Prior quarter
$252.2M
Q ending 2025-12-31
Change
-8.5% QoQ · +35.5% YoY
Positions
52
reported holdings
Largest positions
All 52 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ducommun Inc Del | DCO | Shares | $15.6M | 128K |
| Select Water Solutions Inc | WTTR | Shares | $14.0M | 914K |
| Enviri Corp | HA7 | Shares | $12.3M | 626K |
| Thermon Group Hldgs Inc | 8TG | Shares | $12.2M | 241K |
| Magnite Inc | MGNI | Shares | $11.8M | 992K |
| Cohu Inc | COHU | Shares | $8.4M | 276K |
| Solaris Oilfield Infrastruct | SEI | Shares | $8.1M | 144K |
| Arhaus Inc | ARHS | Shares | $8.1M | 1.2M |
| Amplitude | AMPL | Shares | $7.9M | 1.2M |
| Indie Semiconductor Inc | INDI | Shares | $6.6M | 2.1M |
| Shoe Carnival Inc | SHOE | Shares | $6.6M | 423K |
| Kura Sushi Usa Inc | KRUS | Shares | $6.3M | 91K |
| Mesa Labs Inc | MLAB | Shares | $6.0M | 68K |
| Simulations Plus Inc | SLP | Shares | $5.9M | 500K |
| Build-A-Bear Workshop Inc | BBW | Shares | $5.7M | 152K |
| Malibu Boats Inc | MBUU | Shares | $5.6M | 215K |
| Azenta Inc | AZTA | Shares | $5.2M | 246K |
| Phressia Inc | PHR | Shares | $5.2M | 616K |
| Cryoport Inc | CYRX | Shares | $5.0M | 609K |
| Wabash Natl Corp | WNC | Shares | $4.7M | 548K |
| Infusystem Hldgs Inc | INFU | Shares | $4.3M | 469K |
| Mimedx Inds Inc Tenn | MDXG | Shares | $4.3M | 1.1M |
| Interface Inc | TILE | Shares | $4.2M | 169K |
| Apartment Invt & Mgmt Co | AIV | Shares | $3.9M | 968K |
| Werner Enterprises Inc | WERN | Shares | $3.8M | 130K |
| Bluelinx Hldgs Inc | BXC | Shares | $3.8M | 70K |
| Ranpak Holdings Corp | PACK | Shares | $3.5M | 987K |
| Weave Communications Inc | WEAV | Shares | $3.5M | 755K |
| Oportun Finl Corp | OPRT | Shares | $3.3M | 726K |
| Koru Medical Systems Inc | KRMD | Shares | $3.3M | 760K |
| Hurco Co | HURC | Shares | $3.1M | 212K |
| Inmode Ltd | Shares | $3.1M | 226K | |
| Power Solutions Intl Inc | PSIX | Shares | $2.4M | 39K |
| 908 Devices Inc | MASS | Shares | $2.2M | 362K |
| Bioventus Inc | BVS | Shares | $1.9M | 208K |
| Perma-Pipe Intl Hldgs Inc | PPIH | Shares | $1.9M | 62K |
| Cracker Barrel Old Ctry Stor | CBRL | Shares | $1.8M | 65K |
| Bjs Restaurants Inc | BJRI | Shares | $1.7M | 49K |
| Northern Technologies Intl C | NTIC | Shares | $1.7M | 206K |
| Photronics Inc | PLAB | Shares | $1.5M | 38K |
| Ampco-Pittsburg Corp | AP | Shares | $1.4M | 215K |
| Aebi Schmidt Hldg Ag | Shares | $1.3M | 137K | |
| Rcm Technologies Inc | RCMT | Shares | $1.2M | 64K |
| Savers Value Vlg Inc | SVV | Shares | $1.2M | 155K |
| Twin Disc Inc | TWIN | Shares | $873K | 58K |
| Tecogen Inc New | TGEN | Shares | $747K | 292K |
| Owlet Inc | OWLT | Shares | $706K | 137K |
| Dave Inc | DAVE | Shares | $620K | 4K |
| Sensus Healthcare Inc | SRTS | Shares | $607K | 152K |
| Harvard Bioscience Inc | HBIOUSD | Shares | $577K | 119K |
| Victorias Secret And Co | VSXY | Shares | $432K | 9K |
| Coda Octopus Group Inc | CODA | Shares | $275K | 24K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.