Meros Investment Management, Lp Top Holdings and 13F Report (2026) About Meros Investment Management, LpInvestment ActivityMeros Investment Management, Lp has $315.16 million in total holdings as of June 30, 2026.Meros Investment Management, Lp owns shares of 50 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 30.27% of the portfolio was purchased this quarter.About 25.01% of the portfolio was sold this quarter.This quarter, Meros Investment Management, Lp has purchased 52 new stocks and bought additional shares in 22 stocks.Meros Investment Management, Lp sold shares of 21 stocks and completely divested from 9 stocks this quarter.Largest Holdings Ducommun $21,933,124Magnite $18,815,538Select Water Solutions $18,241,380Arhaus $14,150,383Cohu $14,093,602 Largest New Holdings this Quarter 01748X102 - Allegiant Travel $8,223,533 Holding421906108 - Healthcare Services Group $7,112,502 HoldingM8740S227 - TAT Technologies $6,649,952 Holding125141101 - CECO Environmental $6,176,309 Holding04963C209 - AtriCure $4,756,600 Holding Largest Purchases this Quarter Allegiant Travel 69,928 shares (about $8.22M)Healthcare Services Group 289,597 shares (about $7.11M)TAT Technologies 137,880 shares (about $6.65M)Werner Enterprises 149,713 shares (about $6.53M)Photronics 200,000 shares (about $6.51M) Largest Sales this Quarter Enviri 337,235 shares (about $7.40M)Simulations Plus 369,788 shares (about $6.77M)Cohu 85,272 shares (about $6.30M)indie Semiconductor 1,275,798 shares (about $5.73M)Amplitude 335,849 shares (about $2.57M) 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 PortfolioSectorDCODucommun$21,933,124$1,812,650 â–¼-7.6%118,4237.0%IndustrialsMGNIMagnite$18,815,538$19,284 â–¼-0.1%991,3356.0%Communication ServicesWTTRSelect Water Solutions$18,241,380$18,801 â–¼-0.1%912,9825.8%EnergyARHSArhaus$14,150,383$4,084,500 â–²40.6%1,680,5684.5%Consumer DiscretionaryCOHUCohu$14,093,602$6,302,453 â–¼-30.9%190,6864.5%TechnologyWERNWerner Enterprises$12,205,131$6,528,984 â–²115.0%279,8703.9%IndustrialsCYRXCryoPort$11,669,998$2,107,552 â–²22.0%743,3123.7%HealthcareMBUUMalibu Boats$9,862,950$3,960,179 â–²67.1%359,5683.1%Consumer DiscretionarySOLARIS OILFIELD INFRASTRUCT$9,545,292$2,022,523 â–¼-17.5%118,6343.0%COM CL ABJRIBJ's Restaurants$8,715,047$5,739,032 â–²192.8%143,4932.8%Consumer DiscretionaryKRUSKura Sushi USA$8,500,231$3,280,920 â–²62.9%147,6762.7%Consumer DiscretionaryCBRLCracker Barrel Old Country Store$8,492,076$5,027,576 â–²145.1%159,3262.7%Consumer DiscretionaryALGTAllegiant Travel$8,223,533$8,223,533 â–²New Holding69,9282.6%IndustrialsPLABPhotronics$7,728,055$6,506,000 â–²532.4%237,5672.5%TechnologyHCSGHealthcare Services Group$7,112,502$7,112,502 â–²New Holding289,5972.3%IndustrialsTILEInterface$6,765,732$709,919 â–²11.7%188,7762.1%IndustrialsMLABMesa Laboratories$6,765,617$6,968 â–¼-0.1%67,9622.1%HealthcareTATTTAT Technologies$6,649,952$6,649,952 â–²New Holding137,8802.1%IndustrialsOPRTOportun Financial$6,425,069$2,277,411 â–²54.9%1,125,2312.0%FinanceNVRIEnviri$6,335,143$7,402,308 â–¼-53.9%288,6172.0%IndustrialsAMPLAmplitude$6,334,024$2,569,245 â–¼-28.9%827,9772.0%TechnologyCECOCECO Environmental$6,176,309$6,176,309 â–²New Holding68,0662.0%IndustrialsAEBI SCHMIDT HLDG AG$5,670,291$3,945,808 â–²228.8%451,8161.8%COMAZTAAzenta$5,625,399$643,768 â–¼-10.3%220,4311.8%HealthcareBXCBlueLinx$5,394,760$1,046,453 â–²24.1%87,1811.7%IndustrialsSVVSavers Value Village$5,321,688$3,759,595 â–²240.7%527,4221.7%Consumer DiscretionaryPACKRanpak$5,246,855$1,971,690 â–¼-27.3%717,7641.7%MaterialsPOWER SOLUTIONS INTL INC$5,027,155$3,500,100 â–²229.2%129,2661.6%COM NEWHURCHurco Companies$4,838,126$5,060 â–¼-0.1%211,3181.5%IndustrialsATRCAtriCure$4,756,600$4,756,600 â–²New Holding170,0001.5%HealthcareINFUSYSTEM HLDGS INC$4,525,213$4,574 â–¼-0.1%468,9341.4%COMMDXGMiMedx Group$4,319,427$111,269 â–²2.6%1,121,9291.4%HealthcarePPIHPerma-Pipe International$3,598,798$1,902,424 â–²112.1%132,1631.1%IndustrialsINDIindie Semiconductor$3,496,112$5,728,334 â–¼-62.1%778,6441.1%TechnologyWEAVWeave Communications$3,323,468$1,201,402 â–¼-26.6%554,8361.1%HealthcareKRMDKORU Medical Systems$3,190,589$3,305 â–¼-0.1%759,6641.0%HealthcareMASS908 Devices$3,143,902$3,219 â–¼-0.1%361,3681.0%TechnologyAIVApartment Investment and Management$2,872,382$2,946 â–¼-0.1%967,1320.9%Real EstateCODACoda Octopus Group$2,484,609$2,247,100 â–²946.1%254,3100.8%IndustrialsSLPSimulations Plus$2,384,493$6,770,818 â–¼-74.0%130,2290.8%HealthcareAPAmpco-Pittsburgh$2,075,222$216,769 â–²11.7%239,9100.7%IndustrialsOWLTOwlet$1,877,623$1,088,677 â–²138.0%327,1120.6%HealthcareSTAASTAAR Surgical$1,864,850$1,864,850 â–²New Holding65,0000.6%HealthcareTWINTwin Disc$1,864,746$520,097 â–²38.7%80,3770.6%IndustrialsTGENTecogen$1,845,202$322,502 â–²21.2%353,4870.6%IndustrialsRCMTRCM Technologies$1,667,433$142,844 â–¼-7.9%59,0660.5%IndustrialsOPXSOptex Systems$1,337,227$1,337,227 â–²New Holding95,3120.4%IndustrialsHBIOHarvard Bioscience$1,125,401$396,491 â–²54.4%182,9920.4%HealthcareVICTORIAS SECRET AND CO$776,531$751 â–¼-0.1%9,3020.2%COMMON STOCKDAVEDave$767,535$559,630 â–¼-42.2%2,0600.2%FinanceTHRThermon Group$0$12,169,735 â–¼-100.0%00.0%IndustrialsSHOE CARNIVAL INC$0$6,595,817 â–¼-100.0%00.0%COMBBWBuild-A-Bear Workshop$0$5,697,119 â–¼-100.0%00.0%Consumer DiscretionaryPHRPhreesia$0$5,159,901 â–¼-100.0%00.0%HealthcareWNCWabash National$0$4,724,079 â–¼-100.0%00.0%IndustrialsINMDInMode$0$3,092,569 â–¼-100.0%00.0%HealthcareBIOVENTUS INC$0$1,896,484 â–¼-100.0%00.0%COM CL ANTICNorthern Technologies International$0$1,699,574 â–¼-100.0%00.0%MaterialsSRTSSensus Healthcare$0$606,624 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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