13F HOLDINGS REPORT
Meros Investment Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001911372-25-000007
Total Value
$234.2M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DUCOMMUN INC DEL | DCO | 166,540 | $16.0M | 6.83% |
| 2 | PLYMOUTH INDL REIT INC | 729640102 | 655,075 | $14.6M | 6.24% |
| 3 | MAGNITE INC | MGNI | 613,828 | $13.4M | 5.71% |
| 4 | SOLARIS OILFIELD INFRASTRUCT | SEI | 291,738 | $11.7M | 4.98% |
| 5 | PHOTRONICS INC | PLAB | 504,808 | $11.6M | 4.95% |
| 6 | SELECT WATER SOLUTIONS INC | WTTR | 900,386 | $9.6M | 4.11% |
| 7 | THERMON GROUP HLDGS INC | THR | 352,001 | $9.4M | 4.02% |
| 8 | MIMEDX INDS INC TENN | MDXG | 1,270,357 | $8.9M | 3.79% |
| 9 | AMPLITUDE | AMPL | 765,095 | $8.2M | 3.50% |
| 10 | INDIE SEMICONDUCTOR INC | INDI | 1,994,818 | $8.1M | 3.47% |
| 11 | ENVIRI CORP | NVRI | 637,241 | $8.1M | 3.45% |
| 12 | PHRESSIA INC | PHR | 322,137 | $7.6M | 3.23% |
| 13 | APARTMENT INVT & MGMT CO | APA | 954,181 | $7.6M | 3.23% |
| 14 | EMBECTA CORP | EMBC | 484,772 | $6.8M | 2.92% |
| 15 | COHU INC | COHU | 328,988 | $6.7M | 2.86% |
| 16 | WABASH NATL CORP | 929566107 | 645,448 | $6.4M | 2.72% |
| 17 | RANPAK HOLDINGS CORP | PACK | 1,071,555 | $6.0M | 2.57% |
| 18 | BLUELINX HLDGS INC | BXC | 78,881 | $5.8M | 2.46% |
| 19 | INMODE LTD | INMD | 367,587 | $5.5M | 2.34% |
| 20 | CRYOPORT INC | CYRX | 549,740 | $5.2M | 2.22% |
| 21 | MESA LABS INC | 59064R109 | 76,477 | $5.1M | 2.19% |
| 22 | ARHAUS INC | ARHS | 480,157 | $5.1M | 2.18% |
| 23 | INFUSYSTEM HLDGS INC | INFU | 477,278 | $4.9M | 2.11% |
| 24 | INTERFACE INC | TILE | 166,576 | $4.8M | 2.06% |
| 25 | AZENTA INC | AZTA | 159,945 | $4.6M | 1.96% |
| 26 | MALIBU BOATS INC | MBUU | 135,093 | $4.4M | 1.87% |
| 27 | HURCO CO | HURC | 236,615 | $4.1M | 1.76% |
| 28 | ICHOR HOLDINGS | ICHR | 217,095 | $3.8M | 1.62% |
| 29 | KORU MEDICAL SYSTEMS INC | KRMD | 848,901 | $3.3M | 1.39% |
| 30 | JANUS INTERNATIONAL GROUP INC | JBI | 309,111 | $3.1M | 1.30% |
| 31 | TEADS HOLDINGS INC | TEAD | 1,336,889 | $2.2M | 0.94% |
| 32 | NORTHERN TECHNOLOGIES INTL C | NTRSO | 284,941 | $2.2M | 0.94% |
| 33 | DAVE INC | 23834J201 | 6,769 | $1.3M | 0.58% |
| 34 | BIOLIFE SOLUTIONS INC | BLFS | 46,610 | $1.2M | 0.51% |
| 35 | KORNIT DIGITAL LTD | KRNT | 85,004 | $1.1M | 0.49% |
| 36 | AEBI SCHMIDT HLDG AG | H00501108 | 90,000 | $1.1M | 0.48% |
| 37 | RCM TECHNOLOGIES INC | RCMT | 39,027 | $1.0M | 0.44% |
| 38 | AERSALE CORPORATION | ASLE | 112,907 | $924,708 | 0.39% |
| 39 | 908 DEVICES INC | MASS | 104,323 | $913,869 | 0.39% |
| 40 | CIVEO CORP CDA | CVEO | 29,888 | $687,424 | 0.29% |
| 41 | SENSUS HEALTHCARE INC | SRTS | 173,961 | $546,238 | 0.23% |
| 42 | HARVARD BIOSCIENCE INC | HBIO | 918,259 | $402,696 | 0.17% |
| 43 | VICTORIAS SECRET AND CO | 926400102 | 9,191 | $249,444 | 0.11% |