Institutional Manager · CIK 0001911372
Meros Investment Management, LP
DALLAS, TX · File #028-22239
Latest AUM
$252.2M
Positions
48
Top-10 Concentration
43.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202548 pos · $252.2M
- 13F HOLDINGS REPORTQ/E Sep 202543 pos · $234.2M
- 13F HOLDINGS REPORTQ/E Jun 202541 pos · $210.7M
- 13F HOLDINGS REPORTQ/E Mar 202541 pos · $170.3M
- 13F HOLDINGS REPORTQ/E Dec 202440 pos · $223.3M
- 13F HOLDINGS REPORTQ/E Sep 202440 pos · $221.0M
- 13F HOLDINGS REPORTQ/E Jun 202439 pos · $211.5M
- 13F HOLDINGS REPORTQ/E Mar 202440 pos · $223.7M
- 13F HOLDINGS REPORTQ/E Dec 202336 pos · $183.6M
- 13F HOLDINGS REPORTQ/E Sep 202336 pos · $201.6M
- 13F HOLDINGS REPORTQ/E Jun 202337 pos · $175.8M
- 13F HOLDINGS REPORTQ/E Mar 202337 pos · $169,320
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |