13F HOLDINGS REPORT
Meros Investment Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001911372-25-000003
Total Value
$210.7M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAGNITE INC | MGNI | 702,142 | $16.9M | 8.04% |
| 2 | DUCOMMUN INC DEL | DCO | 172,682 | $14.3M | 6.77% |
| 3 | PLYMOUTH INDL REIT INC | 729640102 | 657,627 | $10.6M | 5.01% |
| 4 | PHOTRONICS INC | PLAB | 558,281 | $10.5M | 4.99% |
| 5 | INTERFACE INC | TILE | 426,549 | $8.9M | 4.24% |
| 6 | SOLARIS OILFIELD INFRASTRUCT | SEI | 302,746 | $8.6M | 4.06% |
| 7 | THERMON GROUP HLDGS INC | THR | 282,655 | $7.9M | 3.77% |
| 8 | AMPLITUDE | AMPL | 555,402 | $6.9M | 3.27% |
| 9 | SELECT WATER SOLUTIONS INC | WTTR | 781,922 | $6.8M | 3.21% |
| 10 | MIMEDX INDS INC TENN | MDXG | 1,067,718 | $6.5M | 3.10% |
| 11 | KORNIT DIGITAL LTD | KRNT | 310,271 | $6.2M | 2.93% |
| 12 | ARHAUS INC | ARHS | 708,069 | $6.1M | 2.91% |
| 13 | WABASH NATL CORP | 929566107 | 566,781 | $6.0M | 2.86% |
| 14 | BLUELINX HLDGS INC | BXC | 74,027 | $5.5M | 2.61% |
| 15 | APARTMENT INVT & MGMT CO | APA | 621,060 | $5.4M | 2.55% |
| 16 | INDIE SEMICONDUCTOR INC | INDI | 1,490,240 | $5.3M | 2.52% |
| 17 | WORTHINGTON STL INC | 982104101 | 176,881 | $5.3M | 2.50% |
| 18 | ENVIRI CORP | NVRI | 588,592 | $5.1M | 2.42% |
| 19 | HURCO CO | HURC | 264,130 | $5.0M | 2.37% |
| 20 | COHU INC | COHU | 235,971 | $4.5M | 2.15% |
| 21 | DAVE INC | 23834J201 | 16,797 | $4.5M | 2.14% |
| 22 | INFUSYSTEM HLDGS INC | INFU | 706,501 | $4.4M | 2.09% |
| 23 | INMODE LTD | INMD | 303,020 | $4.4M | 2.08% |
| 24 | ICHOR HOLDINGS | ICHR | 217,505 | $4.3M | 2.03% |
| 25 | MALIBU BOATS INC | MBUU | 135,348 | $4.2M | 2.01% |
| 26 | EMBECTA CORP | EMBC | 415,332 | $4.0M | 1.91% |
| 27 | RANPAK HOLDINGS CORP | PACK | 1,073,588 | $3.8M | 1.82% |
| 28 | PHRESSIA INC | PHR | 123,087 | $3.5M | 1.66% |
| 29 | MESA LABS INC | 59064R109 | 36,618 | $3.5M | 1.64% |
| 30 | BIOLIFE SOLUTIONS INC | BLFS | 151,687 | $3.3M | 1.55% |
| 31 | TEADS HOLDINGS INC | TEAD | 1,234,208 | $3.1M | 1.45% |
| 32 | KORU MEDICAL SYSTEMS INC | KRMD | 850,390 | $3.0M | 1.44% |
| 33 | CIVEO CORP CDA | CVEO | 128,634 | $3.0M | 1.41% |
| 34 | SEMRUSH HLDGS INC | SEMR | 257,370 | $2.3M | 1.11% |
| 35 | AERSALE CORPORATION | ASLE | 378,395 | $2.3M | 1.08% |
| 36 | NORTHERN TECHNOLOGIES INTL C | NTRSO | 285,465 | $2.1M | 1.00% |
| 37 | JANUS INTERNATIONAL GROUP INC | JBI | 144,164 | $1.2M | 0.56% |
| 38 | 908 DEVICES INC | MASS | 69,470 | $495,321 | 0.24% |
| 39 | SENSUS HEALTHCARE INC | SRTS | 99,212 | $470,265 | 0.22% |
| 40 | HARVARD BIOSCIENCE INC | HBIO | 919,945 | $408,288 | 0.19% |
| 41 | VICTORIAS SECRET AND CO | 926400102 | 9,214 | $170,643 | 0.08% |