13F HOLDINGS REPORT
Meros Investment Management, LP
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001911372-25-000002
Total Value
$170.3M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DUCOMMUN INC DEL | DCO | 190,464 | $11.1M | 6.49% |
| 2 | PHOTRONICS INC | PLAB | 485,516 | $10.1M | 5.92% |
| 3 | PLYMOUTH INDL REIT INC | 729640102 | 573,160 | $9.3M | 5.49% |
| 4 | MAGNITE INC | MGNI | 749,438 | $8.6M | 5.02% |
| 5 | SELECT WATER SOLUTIONS INC | WTTR | 782,071 | $8.2M | 4.82% |
| 6 | INTERFACE INC | TILE | 411,498 | $8.2M | 4.79% |
| 7 | THERMON GROUP HLDGS INC | THR | 246,177 | $6.9M | 4.03% |
| 8 | MIMEDX INDS INC TENN | MDXG | 820,605 | $6.2M | 3.66% |
| 9 | KORNIT DIGITAL LTD | KRNT | 270,459 | $5.2M | 3.03% |
| 10 | SOLARIS OILFIELD INFRASTRUCT | SEI | 233,837 | $5.1M | 2.99% |
| 11 | RANPAK HOLDINGS CORP | PACK | 933,572 | $5.1M | 2.97% |
| 12 | WABASH NATL CORP | 929566107 | 448,134 | $5.0M | 2.91% |
| 13 | ARHAUS INC | ARHS | 566,733 | $4.9M | 2.90% |
| 14 | AMPLITUDE | AMPL | 462,314 | $4.7M | 2.77% |
| 15 | APARTMENT INVT & MGMT CO | APA | 525,416 | $4.6M | 2.71% |
| 16 | EMBECTA CORP | EMBC | 339,406 | $4.3M | 2.54% |
| 17 | ICHOR HOLDINGS | ICHR | 189,248 | $4.3M | 2.51% |
| 18 | BLUELINX HLDGS INC | BXC | 56,445 | $4.2M | 2.49% |
| 19 | HURCO CO | HURC | 246,776 | $3.8M | 2.25% |
| 20 | MESA LABS INC | 59064R109 | 31,964 | $3.8M | 2.23% |
| 21 | OUTBRAIN INC | TEAD | 1,005,490 | $3.8M | 2.20% |
| 22 | MALIBU BOATS INC | MBUU | 117,941 | $3.6M | 2.12% |
| 23 | INFUSYSTEM HLDGS INC | INFU | 616,017 | $3.3M | 1.95% |
| 24 | ENVIRI CORP | NVRI | 475,490 | $3.2M | 1.86% |
| 25 | INMODE LTD | INMD | 176,002 | $3.1M | 1.83% |
| 26 | COHU INC | COHU | 205,356 | $3.0M | 1.77% |
| 27 | BIOLIFE SOLUTIONS INC | BLFS | 131,650 | $3.0M | 1.77% |
| 28 | INDIE SEMICONDUCTOR INC | INDI | 1,298,977 | $2.6M | 1.55% |
| 29 | ANIKA THERAPEUTICS INC | ANIK | 173,489 | $2.6M | 1.53% |
| 30 | NORTHERN TECHNOLOGIES INTL C | NTRSO | 249,513 | $2.6M | 1.53% |
| 31 | WORTHINGTON STL INC | 982104101 | 98,359 | $2.5M | 1.46% |
| 32 | AERSALE CORPORATION | ASLE | 329,569 | $2.5M | 1.45% |
| 33 | CIVEO CORP CDA | CVEO | 107,053 | $2.5M | 1.45% |
| 34 | COLUMBUS MCKINNON CORP N Y | CMCO | 123,373 | $2.1M | 1.23% |
| 35 | KORU MEDICAL SYSTEMS INC | KRMD | 746,564 | $1.9M | 1.11% |
| 36 | AMERICAN WOODMARK CORPORATION | AMWD | 30,000 | $1.8M | 1.04% |
| 37 | DAVE INC | 23834J201 | 19,641 | $1.6M | 0.95% |
| 38 | HARVARD BIOSCIENCE INC | HBIO | 794,680 | $449,789 | 0.26% |
| 39 | SENSUS HEALTHCARE INC | SRTS | 88,478 | $418,501 | 0.25% |
| 40 | SEMRUSH HLDGS INC | SEMR | 18,545 | $173,025 | 0.10% |
| 41 | VICTORIAS SECRET AND CO | 926400102 | 7,943 | $147,581 | 0.09% |