13F HOLDINGS REPORT
Meros Investment Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001911372-26-000001
Total Value
$252.2M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DUCOMMUN INC DEL | DCO | 174,485 | $16.6M | 6.58% |
| 2 | MAGNITE INC | MGNI | 825,595 | $13.4M | 5.31% |
| 3 | THERMON GROUP HLDGS INC | THR | 339,675 | $12.6M | 5.01% |
| 4 | ENVIRI CORP | NVRI | 643,649 | $11.5M | 4.57% |
| 5 | AMPLITUDE | AMPL | 861,874 | $10.0M | 3.96% |
| 6 | SELECT WATER SOLUTIONS INC | WTTR | 939,857 | $9.9M | 3.92% |
| 7 | ARHAUS INC | ARHS | 821,734 | $9.2M | 3.65% |
| 8 | BUILD-A-BEAR WORKSHOP INC | BBW | 146,956 | $9.0M | 3.57% |
| 9 | MIMEDX INDS INC TENN | MDXG | 1,326,037 | $9.0M | 3.56% |
| 10 | COHU INC | COHU | 355,744 | $8.3M | 3.28% |
| 11 | PHRESSIA INC | PHR | 478,274 | $8.1M | 3.21% |
| 12 | SOLARIS OILFIELD INFRASTRUCT | SEI | 164,324 | $7.6M | 3.00% |
| 13 | INDIE SEMICONDUCTOR INC | INDI | 2,112,972 | $7.5M | 2.96% |
| 14 | SHOE CARNIVAL INC | SCVL | 415,110 | $7.0M | 2.78% |
| 15 | MESA LABS INC | 59064R109 | 85,017 | $6.7M | 2.65% |
| 16 | KURA SUSHI USA INC | KRUS | 126,256 | $6.6M | 2.62% |
| 17 | SIMULATIONS PLUS INC | SLP | 339,242 | $6.2M | 2.45% |
| 18 | RANPAK HOLDINGS CORP | PACK | 1,116,398 | $6.0M | 2.39% |
| 19 | CRYOPORT INC | CYRX | 626,427 | $6.0M | 2.38% |
| 20 | INMODE LTD | INMD | 404,453 | $5.9M | 2.36% |
| 21 | APARTMENT INVT & MGMT CO | APA | 995,681 | $5.9M | 2.35% |
| 22 | AZENTA INC | AZTA | 166,845 | $5.5M | 2.20% |
| 23 | BLUELINX HLDGS INC | BXC | 82,266 | $5.1M | 2.00% |
| 24 | WABASH NATL CORP | 929566107 | 563,619 | $4.9M | 1.93% |
| 25 | INTERFACE INC | TILE | 173,790 | $4.9M | 1.92% |
| 26 | KORU MEDICAL SYSTEMS INC | KRMD | 782,386 | $4.5M | 1.80% |
| 27 | INFUSYSTEM HLDGS INC | INFU | 497,989 | $4.5M | 1.77% |
| 28 | MALIBU BOATS INC | MBUU | 157,875 | $4.5M | 1.77% |
| 29 | WEAVE COMMUNICATIONS INC | WEAV | 571,883 | $4.3M | 1.72% |
| 30 | PHOTRONICS INC | PLAB | 108,004 | $3.5M | 1.37% |
| 31 | HURCO CO | HURC | 217,688 | $3.4M | 1.33% |
| 32 | EMBECTA CORP | EMBC | 231,244 | $2.7M | 1.09% |
| 33 | BIOVENTUS INC | BVS | 315,160 | $2.3M | 0.93% |
| 34 | WERNER ENTERPRISES INC | WERN | 73,571 | $2.2M | 0.88% |
| 35 | JANUS INTERNATIONAL GROUP INC | JBI | 322,271 | $2.1M | 0.84% |
| 36 | 908 DEVICES INC | MASS | 347,035 | $1.8M | 0.72% |
| 37 | AEBI SCHMIDT HLDG AG | H00501108 | 141,322 | $1.8M | 0.71% |
| 38 | NORTHERN TECHNOLOGIES INTL C | NTRSO | 212,373 | $1.7M | 0.66% |
| 39 | ICHOR HOLDINGS | ICHR | 75,807 | $1.4M | 0.55% |
| 40 | RCM TECHNOLOGIES INC | RCMT | 65,951 | $1.3M | 0.53% |
| 41 | OWLET INC | OWLTW | 80,405 | $1.3M | 0.52% |
| 42 | SUN CTRY AIRLS HLDGS INC | 866683105 | 79,844 | $1.1M | 0.46% |
| 43 | TWIN DISC INC | TWIN | 54,607 | $910,845 | 0.36% |
| 44 | HARVARD BIOSCIENCE INC | HBIO | 1,217,628 | $814,365 | 0.32% |
| 45 | DAVE INC | 23834J201 | 3,667 | $811,910 | 0.32% |
| 46 | BIOLIFE SOLUTIONS INC | BLFS | 28,454 | $688,018 | 0.27% |
| 47 | SENSUS HEALTHCARE INC | SRTS | 156,739 | $623,821 | 0.25% |
| 48 | VICTORIAS SECRET AND CO | 926400102 | 9,579 | $518,894 | 0.21% |