13F HOLDINGS REPORT
Meros Investment Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001911372-25-000001
Total Value
$223.3M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAGNITE INC | MGNI | 927,411 | $14.8M | 6.61% |
| 2 | DUCOMMUN INC DEL | DCO | 195,486 | $12.4M | 5.57% |
| 3 | PHOTRONICS INC | PLAB | 452,971 | $10.7M | 4.78% |
| 4 | SOLARIS OILFIELD INFRASTRUCT | SEI | 361,725 | $10.4M | 4.66% |
| 5 | INTERFACE INC | TILE | 424,794 | $10.3M | 4.63% |
| 6 | COLUMBUS MCKINNON CORP N Y | CMCO | 277,468 | $10.3M | 4.63% |
| 7 | SELECT WATER SOLUTIONS INC | WTTR | 756,340 | $10.0M | 4.48% |
| 8 | KORNIT DIGITAL LTD | KRNT | 263,643 | $8.2M | 3.65% |
| 9 | WABASH NATL CORP | 929566107 | 459,103 | $7.9M | 3.52% |
| 10 | PLYMOUTH INDL REIT INC | 729640102 | 387,990 | $6.9M | 3.09% |
| 11 | RANPAK HOLDINGS CORP | PACK | 956,225 | $6.6M | 2.95% |
| 12 | ENVIRI CORP | NVRI | 833,275 | $6.4M | 2.87% |
| 13 | THERMON GROUP HLDGS INC | THR | 222,684 | $6.4M | 2.87% |
| 14 | ICHOR HOLDINGS | ICHR | 193,893 | $6.2M | 2.80% |
| 15 | OUTBRAIN INC | TEAD | 864,115 | $6.2M | 2.78% |
| 16 | APARTMENT INVT & MGMT CO | APA | 653,307 | $5.9M | 2.66% |
| 17 | BLUELINX HLDGS INC | BXC | 57,836 | $5.9M | 2.65% |
| 18 | ARHAUS INC | ARHS | 580,680 | $5.5M | 2.44% |
| 19 | INFUSYSTEM HLDGS INC | INFU | 631,105 | $5.3M | 2.39% |
| 20 | MESA LABS INC | 59064R109 | 40,263 | $5.3M | 2.38% |
| 21 | BERRY CORP | 08579X101 | 1,257,430 | $5.2M | 2.33% |
| 22 | EMBECTA CORP | EMBC | 247,312 | $5.1M | 2.29% |
| 23 | INDIE SEMICONDUCTOR INC | INDI | 1,240,949 | $5.0M | 2.25% |
| 24 | HURCO CO | HURC | 252,817 | $4.9M | 2.18% |
| 25 | COHU INC | COHU | 180,133 | $4.8M | 2.15% |
| 26 | RADIANT LOGISTICS INC | RLGT | 678,040 | $4.5M | 2.03% |
| 27 | BIOLIFE SOLUTIONS INC | BLFS | 165,445 | $4.3M | 1.92% |
| 28 | MALIBU BOATS INC | MBUU | 105,723 | $4.0M | 1.78% |
| 29 | MIMEDX INDS INC TENN | MDXG | 395,074 | $3.8M | 1.70% |
| 30 | NORTHERN TECHNOLOGIES INTL C | NTRSO | 255,737 | $3.4M | 1.54% |
| 31 | KORU MEDICAL SYSTEMS INC | KRMD | 765,550 | $2.9M | 1.32% |
| 32 | ANIKA THERAPEUTICS INC | ANIK | 177,675 | $2.9M | 1.31% |
| 33 | AERSALE CORPORATION | ASLE | 427,725 | $2.7M | 1.21% |
| 34 | CIVEO CORP CDA | CVEO | 109,761 | $2.5M | 1.12% |
| 35 | PERMA-FIX ENVIRONMENTAL SVCS | 714517203 | 168,203 | $1.9M | 0.83% |
| 36 | HARVARD BIOSCIENCE INC | HBIO | 813,707 | $1.7M | 0.77% |
| 37 | CENTRUS ENERGY CORP | LEU | 14,413 | $960,050 | 0.43% |
| 38 | SHOE CARNIVAL INC | SCVL | 14,184 | $469,207 | 0.21% |
| 39 | VICTORIAS SECRET AND CO | 926400102 | 8,159 | $337,946 | 0.15% |
| 40 | AMPLITUDE | AMPL | 9,666 | $101,976 | 0.05% |