Meros Investment Management, Lp Top Holdings and 13F Report (2025) About Meros Investment Management, LpInvestment ActivityMeros Investment Management, Lp has $210.71 million in total holdings as of June 30, 2025.Meros Investment Management, Lp owns shares of 41 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 16.17% of the portfolio was purchased this quarter.About 4.67% of the portfolio was sold this quarter.This quarter, Meros Investment Management, Lp has purchased 41 new stocks and bought additional shares in 34 stocks.Meros Investment Management, Lp sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Magnite $16,935,665Ducommun $14,268,714Plymouth Industrial REIT $10,561,490Photronics $10,512,431Interface $8,927,671 Largest New Holdings this Quarter 71944F106 - Phreesia $3,503,056 Holding47103N106 - Janus International Group $1,173,495 Holding65443P102 - 908 Devices $495,321 Holding Largest Purchases this Quarter Phreesia 123,087 shares (about $3.50M)WORTHINGTON STL INC 78,522 shares (about $2.34M)Semrush 238,825 shares (about $2.16M)Solaris Oilfield Infrastructure 68,909 shares (about $1.95M)InMode 127,018 shares (about $1.83M) Largest Sales this Quarter Ducommun 17,782 shares (about $1.47M)Magnite 47,296 shares (about $1.14M)Dave 2,844 shares (about $763.36K)Select Water Solutions 149 shares (about $1.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeros Investment Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGNIMagnite$16,935,665$1,140,780 ▼-6.3%702,1428.0%Computer and TechnologyDCODucommun$14,268,714$1,469,327 ▼-9.3%172,6826.8%AerospacePLYMPlymouth Industrial REIT$10,561,490$1,356,540 ▲14.7%657,6275.0%FinancePLABPhotronics$10,512,431$1,370,165 ▲15.0%558,2815.0%Computer and TechnologyTILEInterface$8,927,671$315,017 ▲3.7%426,5494.2%Consumer DiscretionarySOISolaris Oilfield Infrastructure$8,564,684$1,949,436 ▲29.5%302,7464.1%EnergyTHRThermon Group$7,936,952$1,024,302 ▲14.8%282,6553.8%Computer and TechnologyAMPLAmplitude$6,886,985$1,154,291 ▲20.1%555,4023.3%Business ServicesWTTRSelect Water Solutions$6,755,806$1,287 ▼0.0%781,9223.2%Business ServicesMDXGMiMedx Group$6,523,757$1,509,860 ▲30.1%1,067,7183.1%MedicalKRNTKornit Digital$6,177,496$792,657 ▲14.7%310,2712.9%IndustrialsARHSArhaus$6,138,958$1,225,383 ▲24.9%708,0692.9%Retail/WholesaleWNCWabash National$6,024,882$1,261,218 ▲26.5%566,7812.9%Auto/Tires/TrucksBXCBlueLinx$5,506,128$1,307,749 ▲31.1%74,0272.6%ConstructionAIVApartment Investment and Management$5,372,169$827,321 ▲18.2%621,0602.5%FinanceINDIindie Semiconductor$5,305,254$680,896 ▲14.7%1,490,2402.5%Computer and TechnologyWORTHINGTON STL INC$5,276,360$2,342,311 ▲79.8%176,8812.5%COM SHSNVRIEnviri$5,108,979$981,725 ▲23.8%588,5922.4%Business ServicesHURCHurco Companies$4,992,057$327,991 ▲7.0%264,1302.4%IndustrialsCOHUCohu$4,540,082$589,033 ▲14.9%235,9712.2%Computer and TechnologyDAVEDave$4,508,483$763,358 ▼-14.5%16,7972.1%Business ServicesINFUSYSTEM HLDGS INC$4,408,566$564,620 ▲14.7%706,5012.1%COMINMDInMode$4,375,609$1,834,140 ▲72.2%303,0202.1%MedicalICHRIchor$4,271,798$554,967 ▲14.9%217,5052.0%Computer and TechnologyMBUUMalibu Boats$4,241,806$545,535 ▲14.8%135,3482.0%Consumer DiscretionaryEMBCEmbecta$4,024,567$735,723 ▲22.4%415,3321.9%MedicalPACKRanpak$3,832,709$499,857 ▲15.0%1,073,5881.8%IndustrialsPHRPhreesia$3,503,056$3,503,056 ▲New Holding123,0871.7%MedicalMLABMesa Laboratories$3,450,148$438,500 ▲14.6%36,6181.6%MedicalBLFSBioLife Solutions$3,267,338$431,597 ▲15.2%151,6871.6%MedicalOBOutbrain$3,060,836$567,221 ▲22.7%1,234,2081.5%Business ServicesKRMDKORU Medical Systems$3,044,396$371,697 ▲13.9%850,3901.4%MedicalCVEOCiveo$2,970,159$498,305 ▲20.2%128,6341.4%Consumer DiscretionarySEMRSemrush$2,329,199$2,161,367 ▲1,287.8%257,3701.1%Computer and TechnologyASLEAerSale$2,274,154$293,444 ▲14.8%378,3951.1%AerospaceNTICNorthern Technologies International$2,115,296$266,404 ▲14.4%285,4651.0%Basic MaterialsJBIJanus International Group$1,173,495$1,173,495 ▲New Holding144,1640.6%ConstructionMASS908 Devices$495,321$495,321 ▲New Holding69,4700.2%MedicalSRTSSensus Healthcare$470,265$50,879 ▲12.1%99,2120.2%MedicalHBIOHarvard Bioscience$408,288$55,595 ▲15.8%919,9450.2%Computer and TechnologyVSCOVictoria's Secret & Co.$170,643$23,539 ▲16.0%9,2140.1%Retail/WholesaleANIKAnika Therapeutics$0$2,607,540 ▼-100.0%00.0%MedicalCMCOColumbus McKinnon$0$2,088,705 ▼-100.0%00.0%IndustrialsAMWDAmerican Woodmark$0$1,764,900 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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