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Meros Investment Management, Lp Top Holdings and 13F Report (2025)

About Meros Investment Management, Lp

Investment Activity

  • Meros Investment Management, Lp has $170.31 million in total holdings as of March 31, 2025.
  • Meros Investment Management, Lp owns shares of 41 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 14.54% of the portfolio was purchased this quarter.
  • About 16.44% of the portfolio was sold this quarter.
  • This quarter, Meros Investment Management, Lp has purchased 40 new stocks and bought additional shares in 12 stocks.
  • Meros Investment Management, Lp sold shares of 23 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Ducommun
$11,052,626
Photronics
$10,079,312
Magnite
$8,551,088

Largest New Holdings this Quarter

M5425M103 - InMode
$3,122,275 Holding
982104101 - WORTHINGTON STL INC
$2,491,433 Holding
030506109 - American Woodmark
$1,764,900 Holding
23834J201 - Famous Dave's of America
$1,623,525 Holding
81728J109 - Sensus Healthcare
$418,501 Holding

Largest Purchases this Quarter

Amplitude
452,648 shares (about $4.61M)
MiMedx Group
425,531 shares (about $3.23M)
InMode
176,002 shares (about $3.12M)
Plymouth Industrial REIT
185,170 shares (about $3.02M)
WORTHINGTON STL INC
98,359 shares (about $2.49M)

Largest Sales this Quarter

Solaris Oilfield Infrastructure
127,888 shares (about $2.78M)
Columbus McKinnon
154,095 shares (about $2.61M)
Enviri
357,785 shares (about $2.38M)
Magnite
177,973 shares (about $2.03M)
Apartment Investment and Management
127,891 shares (about $1.13M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeros Investment Management, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Ducommun Incorporated stock logo
DCO
Ducommun
$11,052,626$291,427 -2.6%190,4646.5%Aerospace
Photronics, Inc. stock logo
PLAB
Photronics
$10,079,312$675,634 7.2%485,5165.9%Computer and Technology
Plymouth Industrial REIT, Inc. stock logo
PLYM
Plymouth Industrial REIT
$9,342,508$3,018,271 47.7%573,1605.5%Finance
Magnite, Inc. stock logo
MGNI
Magnite
$8,551,088$2,030,672 -19.2%749,4385.0%Computer and Technology
Select Water Solutions, Inc. stock logo
WTTR
Select Water Solutions
$8,211,746$270,176 3.4%782,0714.8%Business Services
Interface, Inc. stock logo
TILE
Interface
$8,164,120$263,793 -3.1%411,4984.8%Consumer Discretionary
Thermon Group Holdings, Inc. stock logo
THR
Thermon Group
$6,856,029$654,280 10.5%246,1774.0%Computer and Technology
MiMedx Group, Inc. stock logo
MDXG
MiMedx Group
$6,236,598$3,234,036 107.7%820,6053.7%Medical
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$5,160,358$130,049 2.6%270,4593.0%Industrials
Solaris Oilfield Infrastructure, Inc. stock logo
SOI
Solaris Oilfield Infrastructure
$5,088,293$2,782,843 -35.4%233,8373.0%Energy
Ranpak Holdings Corp. stock logo
PACK
Ranpak
$5,059,960$122,779 -2.4%933,5723.0%Industrials
Wabash National Co. stock logo
WNC
Wabash National
$4,951,881$121,207 -2.4%448,1342.9%Auto/Tires/Trucks
Arhaus, Inc. stock logo
ARHS
Arhaus
$4,930,577$121,339 -2.4%566,7332.9%Retail/Wholesale
Amplitude, Inc. stock logo
AMPL
Amplitude
$4,710,980$4,612,483 4,682.9%462,3142.8%Business Services
Apartment Investment and Management stock logo
AIV
Apartment Investment and Management
$4,623,661$1,125,441 -19.6%525,4162.7%Finance
Embecta Corp. stock logo
EMBC
Embecta
$4,327,427$1,174,199 37.2%339,4062.5%Medical
Ichor Holdings, Ltd. stock logo
ICHR
Ichor
$4,278,897$105,023 -2.4%189,2482.5%Computer and Technology
BlueLinx Holdings Inc. stock logo
BXC
BlueLinx
$4,232,246$104,297 -2.4%56,4452.5%Construction
Hurco Companies, Inc. stock logo
HURC
Hurco Companies
$3,827,496$93,696 -2.4%246,7762.2%Industrials
Mesa Laboratories, Inc. stock logo
MLAB
Mesa Laboratories
$3,792,848$984,759 -20.6%31,9642.2%Medical
Outbrain Inc. stock logo
OB
Outbrain
$3,750,478$527,329 16.4%1,005,4902.2%Business Services
Malibu Boats, Inc. stock logo
MBUU
Malibu Boats
$3,618,430$374,848 11.6%117,9412.1%Consumer Discretionary
INFUSYSTEM HLDGS INC
$3,314,171$81,173 -2.4%616,0171.9%COM
Enviri Co. stock logo
NVRI
Enviri
$3,162,009$2,379,271 -42.9%475,4901.9%Business Services
InMode Ltd. stock logo
INMD
InMode
$3,122,275$3,122,275 New Holding176,0021.8%Medical
Cohu, Inc. stock logo
COHU
Cohu
$3,020,787$371,030 14.0%205,3561.8%Computer and Technology
BioLife Solutions, Inc. stock logo
BLFS
BioLife Solutions
$3,006,886$771,878 -20.4%131,6501.8%Medical
indie Semiconductor, Inc. stock logo
INDI
indie Semiconductor
$2,643,418$118,087 4.7%1,298,9771.6%Computer and Technology
Anika Therapeutics, Inc. stock logo
ANIK
Anika Therapeutics
$2,607,540$62,916 -2.4%173,4891.5%Medical
Northern Technologies International Co. stock logo
NTIC
Northern Technologies International
$2,597,430$64,792 -2.4%249,5131.5%Basic Materials
WORTHINGTON STL INC
$2,491,433$2,491,433 New Holding98,3591.5%COM SHS
AerSale Co. stock logo
ASLE
AerSale
$2,468,472$735,188 -22.9%329,5691.4%Aerospace
Civeo Co. stock logo
CVEO
Civeo
$2,462,219$62,284 -2.5%107,0531.4%Consumer Discretionary
Columbus McKinnon Co. stock logo
CMCO
Columbus McKinnon
$2,088,705$2,608,828 -55.5%123,3731.2%Industrials
KORU Medical Systems, Inc. stock logo
KRMD
KORU Medical Systems
$1,896,273$48,224 -2.5%746,5641.1%Medical
American Woodmark Co. stock logo
AMWD
American Woodmark
$1,764,900$1,764,900 New Holding30,0001.0%Consumer Discretionary
Famous Dave's of America, Inc. stock logo
DAVE
Famous Dave's of America
$1,623,525$1,623,525 New Holding19,6411.0%Business Services
Harvard Bioscience, Inc. stock logo
HBIO
Harvard Bioscience
$449,789$10,769 -2.3%794,6800.3%Computer and Technology
Sensus Healthcare, Inc. stock logo
SRTS
Sensus Healthcare
$418,501$418,501 New Holding88,4780.2%Medical
Semrush Holdings, Inc. stock logo
SEMR
Semrush
$173,025$173,025 New Holding18,5450.1%Computer and Technology
Victoria's Secret & Co. stock logo
VSCO
Victoria's Secret & Co.
$147,581$4,013 -2.6%7,9430.1%Retail/Wholesale
Berry Co. stock logo
BRY
Berry
$0$5,193,186 -100.0%00.0%Energy
Radiant Logistics, Inc. stock logo
RLGT
Radiant Logistics
$0$4,542,868 -100.0%00.0%Transportation
PERMA-FIX ENVIRONMENTAL SVCS
$0$1,862,007 -100.0%00.0%COM NEW
Centrus Energy Corp. stock logo
LEU
Centrus Energy
$0$960,050 -100.0%00.0%Basic Materials
Shoe Carnival, Inc. stock logo
SCVL
Shoe Carnival
$0$469,207 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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