Meros Investment Management, LP
Meros Investment Management, LP reported 50 holdings worth US$315M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Meros Investment Management, LP reported 50 holdings worth US$315M as of Jun 30, 2026. Largest: Ducommun Incorporated, Magnite, Inc. and Select Water Solutions, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$315M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Ducommun Incorporated | 118K | US$21.9M | 7.0% |
| Magnite, Inc. | 991K | US$18.8M | 6.0% |
| Select Water Solutions, Inc. | 913K | US$18.2M | 5.8% |
| Arhaus, Inc. | 1.68M | US$14.2M | 4.5% |
| Cohu, Inc. | 191K | US$14.1M | 4.5% |
| Werner Enterprises, Inc. | 280K | US$12.2M | 3.9% |
| Cryoport, Inc. | 743K | US$11.7M | 3.7% |
| Malibu Boats, Inc. | 360K | US$9.86M | 3.1% |
| Solaris Energy Infrastructure, Inc. | 119K | US$9.55M | 3.0% |
| Bj's Restaurants, Inc. | 143K | US$8.72M | 2.8% |
| Kura Sushi Usa, Inc. | 148K | US$8.5M | 2.7% |
| Cracker Barrel Old Country Store, Inc. | 159K | US$8.49M | 2.7% |
| Allegiant Travel Company | 69,928 | US$8.22M | 2.6% |
| Photronics, Inc. | 238K | US$7.73M | 2.5% |
| Healthcare Services Group, Inc. | 290K | US$7.11M | 2.3% |
| Interface, Inc. | 189K | US$6.77M | 2.1% |
| Mesa Laboratories, Inc. | 67,962 | US$6.77M | 2.1% |
| Oportun Financial Corporation | 1.13M | US$6.43M | 2.0% |
| Enviri Corporation | 289K | US$6.34M | 2.0% |
| Amplitude, Inc. | 828K | US$6.33M | 2.0% |
| Ceco Environmental Corp. | 68,066 | US$6.18M | 2.0% |
| Azenta, Inc. | 220K | US$5.63M | 1.8% |
| Bluelinx Holdings Inc. | 87,181 | US$5.39M | 1.7% |
| Savers Value Village, Inc. | 527K | US$5.32M | 1.7% |
| Ranpak Holdings Corp | 718K | US$5.25M | 1.7% |
| Power Solutions International, Inc. | 129K | US$5.03M | 1.6% |
| Hurco Companies, Inc. | 211K | US$4.84M | 1.5% |
| Atricure, Inc. | 170K | US$4.76M | 1.5% |
| Infusystems Holdings, Inc. | 469K | US$4.53M | 1.4% |
| Mimedx Group, Inc | 1.12M | US$4.32M | 1.4% |
| Perma-pipe International Holdings, Inc. | 132K | US$3.6M | 1.1% |
| Indie Semiconductor, Inc. | 779K | US$3.5M | 1.1% |
| Weave Communications, Inc. | 555K | US$3.32M | 1.1% |
| Koru Medical Systems, Inc. | 760K | US$3.19M | 1.0% |
| 908 Devices Inc. | 361K | US$3.14M | 1.00% |
| Apartment Investment And Management Company | 967K | US$2.87M | 0.91% |
| Coda Octopus Group, Inc. | 254K | US$2.48M | 0.79% |
| Simulations Plus, Inc. | 130K | US$2.38M | 0.76% |
| Ampco-pittsburgh Corporation | 240K | US$2.08M | 0.66% |
| Owlet, Inc. | 327K | US$1.88M | 0.60% |
| Staar Surgical Company | 65,000 | US$1.86M | 0.59% |
| Twin Disc, Incorporated | 80,377 | US$1.86M | 0.59% |
| Tecogen Inc. | 353K | US$1.85M | 0.59% |
| Rcm Technologies, Inc. | 59,066 | US$1.67M | 0.53% |
| Optex Systems Holdings, Inc. | 95,312 | US$1.34M | 0.42% |
| Victorias Secret & Co. | 9,302 | US$777K | 0.25% |
| Dave Inc. | 2,060 | US$768K | 0.24% |
| Shoe Carnival, Inc. | 0 | US$0 | 0.00% |
| Thermon Group Holdings, Inc. | 0 | US$0 | 0.00% |
| Wabash National Corporation | 0 | US$0 | 0.00% |
| Bioventus Inc. | 0 | US$0 | 0.00% |
| Build-a-bear Workshop, Inc. | 0 | US$0 | 0.00% |
| Northern Technologies International Corporation | 0 | US$0 | 0.00% |
| Phreesia, Inc. | 0 | US$0 | 0.00% |
| Sensus Healthcare, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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