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Meros Investment Management, Lp Top Holdings and 13F Report (2026)

About Meros Investment Management, Lp

Investment Activity

  • Meros Investment Management, Lp has $230.74 million in total holdings as of March 31, 2026.
  • Meros Investment Management, Lp owns shares of 52 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 13.35% of the portfolio was purchased this quarter.
  • About 18.20% of the portfolio was sold this quarter.
  • This quarter, Meros Investment Management, Lp has purchased 48 new stocks and bought additional shares in 14 stocks.
  • Meros Investment Management, Lp sold shares of 29 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Ducommun
$15,641,620
Enviri
$12,279,216
Thermon Group
$12,169,735
Magnite
$11,789,130

Largest New Holdings this Quarter

68376D104 - Oportun Financial
$3,348,635 Holding
73933G202 - POWER SOLUTIONS INTL INC
$2,390,514 Holding
714167103 - Perma-Pipe International
$1,857,103 Holding
22410J106 - Cracker Barrel Old Country Store
$1,827,150 Holding
09180C106 - BJ's Restaurants
$1,719,900 Holding

Largest Purchases this Quarter

Oportun Financial
726,385 shares (about $3.35M)
Arhaus
373,739 shares (about $2.53M)
POWER SOLUTIONS INTL INC
39,266 shares (about $2.39M)
Amplitude
301,952 shares (about $2.06M)
Magnite
166,756 shares (about $1.98M)

Largest Sales this Quarter

Ducommun
46,275 shares (about $5.65M)
Harvard Bioscience
1,099,106 shares (about $5.35M)
Thermon Group
98,212 shares (about $4.95M)
Photronics
70,437 shares (about $2.85M)
Kura Sushi USA
35,580 shares (about $2.48M)

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
$15,641,620$5,645,550 â–¼-26.5%128,2106.8%Aerospace
Select Water Solutions, Inc. stock logo
WTTR
Select Water Solutions
$13,983,022$396,790 â–¼-2.8%913,9236.1%Business Services
Enviri Corporation stock logo
NVRI
Enviri
$12,279,216$349,177 â–¼-2.8%625,8525.3%Business Services
Thermon Group Holdings, Inc. stock logo
THR
Thermon Group
$12,169,735$4,949,885 â–¼-28.9%241,4635.3%Computer and Technology
Magnite, Inc. stock logo
MGNI
Magnite
$11,789,130$1,981,061 â–²20.2%992,3515.1%Computer and Technology
Cohu, Inc. stock logo
COHU
Cohu
$8,449,834$2,443,047 â–¼-22.4%275,9583.7%Computer and Technology
SOLARIS OILFIELD INFRASTRUCT
$8,124,499$1,161,450 â–¼-12.5%143,7713.5%COM CL A
Arhaus, Inc. stock logo
ARHS
Arhaus
$8,105,307$2,533,950 â–²45.5%1,195,4733.5%Retail/Wholesale
Amplitude, Inc. stock logo
AMPL
Amplitude
$7,937,293$2,059,313 â–²35.0%1,163,8263.4%Business Services
indie Semiconductor, Inc. stock logo
INDI
indie Semiconductor
$6,615,303$188,467 â–¼-2.8%2,054,4422.9%Computer and Technology
Shoe Carnival, Inc. stock logo
SCVL
Shoe Carnival
$6,595,817$124,252 â–²1.9%423,0802.9%Retail/Wholesale
Kura Sushi USA, Inc. stock logo
KRUS
Kura Sushi USA
$6,328,278$2,483,128 â–¼-28.2%90,6762.7%Retail/Wholesale
Mesa Laboratories, Inc. stock logo
MLAB
Mesa Laboratories
$6,015,389$1,501,814 â–¼-20.0%68,0322.6%Medical
Simulations Plus, Inc. stock logo
SLP
Simulations Plus
$5,910,201$1,900,361 â–²47.4%500,0172.6%Computer and Technology
Build-A-Bear Workshop, Inc. stock logo
BBW
Build-A-Bear Workshop
$5,697,119$193,617 â–²3.5%152,1262.5%Retail/Wholesale
Malibu Boats, Inc. stock logo
MBUU
Malibu Boats
$5,577,828$1,485,708 â–²36.3%215,1942.4%Consumer Discretionary
Azenta, Inc. stock logo
AZTA
Azenta
$5,190,732$1,665,297 â–²47.2%245,6572.2%Medical
Phreesia, Inc. stock logo
PHR
Phreesia
$5,159,901$1,151,965 â–²28.7%615,7402.2%Medical
CryoPort, Inc. stock logo
CYRX
CryoPort
$5,043,124$143,691 â–¼-2.8%609,0732.2%Transportation
Wabash National Corporation stock logo
WNC
Wabash National
$4,724,079$134,317 â–¼-2.8%548,0372.0%Auto/Tires/Trucks
INFUSYSTEM HLDGS INC
$4,332,636$263,803 â–¼-5.7%469,4081.9%COM
MiMedx Group, Inc stock logo
MDXG
MiMedx Group
$4,317,461$920,386 â–¼-17.6%1,093,0281.9%Medical
Interface, Inc. stock logo
TILE
Interface
$4,210,683$120,164 â–¼-2.8%168,9681.8%Consumer Discretionary
Apartment Investment and Management Company stock logo
AIV
Apartment Investment and Management
$3,940,265$112,157 â–¼-2.8%968,1241.7%Finance
Werner Enterprises, Inc. stock logo
WERN
Werner Enterprises
$3,827,917$1,664,194 â–²76.9%130,1571.7%Transportation
BlueLinx Holdings Inc. stock logo
BXC
BlueLinx
$3,807,229$649,943 â–¼-14.6%70,2701.6%Construction
Ranpak Holdings Corp stock logo
PACK
Ranpak
$3,525,336$460,205 â–¼-11.5%987,4891.5%Industrials
Weave Communications, Inc. stock logo
WEAV
Weave Communications
$3,489,966$847,867 â–²32.1%755,4041.5%Computer and Technology
Oportun Financial Corporation stock logo
OPRT
Oportun Financial
$3,348,635$3,348,635 â–²New Holding726,3851.5%Finance
KORU Medical Systems, Inc. stock logo
KRMD
KORU Medical Systems
$3,285,148$94,759 â–¼-2.8%760,4511.4%Medical
Hurco Companies, Inc. stock logo
HURC
Hurco Companies
$3,111,739$90,452 â–¼-2.8%211,5391.3%Industrials
InMode Ltd. stock logo
INMD
InMode
$3,092,569$2,440,348 â–¼-44.1%226,0651.3%Medical
POWER SOLUTIONS INTL INC
$2,390,514$2,390,514 â–²New Holding39,2661.0%COM NEW
908 Devices Inc. stock logo
MASS
908 Devices
$2,213,837$89,982 â–²4.2%361,7381.0%Medical
BIOVENTUS INC
$1,896,484$980,927 â–¼-34.1%207,7200.8%COM CL A
Perma-Pipe International Holdings, Inc. stock logo
PPIH
Perma-Pipe International
$1,857,103$1,857,103 â–²New Holding62,2980.8%Industrials
Cracker Barrel Old Country Store, Inc. stock logo
CBRL
Cracker Barrel Old Country Store
$1,827,150$1,827,150 â–²New Holding65,0000.8%Retail/Wholesale
BJ's Restaurants, Inc. stock logo
BJRI
BJ's Restaurants
$1,719,900$1,719,900 â–²New Holding49,0000.7%Retail/Wholesale
Northern Technologies International Corporation stock logo
NTIC
Northern Technologies International
$1,699,574$50,379 â–¼-2.9%206,2590.7%Basic Materials
Photronics, Inc. stock logo
PLAB
Photronics
$1,518,082$2,846,358 â–¼-65.2%37,5670.7%Computer and Technology
Ampco-Pittsburgh Corporation stock logo
AP
Ampco-Pittsburgh
$1,443,792$1,443,792 â–²New Holding214,8500.6%Industrials
AEBI SCHMIDT HLDG AG
$1,334,241$37,995 â–¼-2.8%137,4090.6%COM
RCM Technologies, Inc. stock logo
RCMT
RCM Technologies
$1,227,372$34,931 â–¼-2.8%64,1260.5%Business Services
Savers Value Village, Inc. stock logo
SVV
Savers Value Village
$1,151,831$1,151,831 â–²New Holding154,8160.5%Consumer Discretionary
Twin Disc, Incorporated stock logo
TWIN
Twin Disc
$873,442$50,515 â–²6.1%57,9590.4%Industrials
Tecogen Inc. stock logo
TGEN
Tecogen
$746,765$746,765 â–²New Holding291,7050.3%Construction
Owlet, Inc. stock logo
OWLT
Owlet
$706,478$293,196 â–²70.9%137,4470.3%Business Services
Dave Inc. stock logo
DAVE
Dave
$620,109$18,279 â–¼-2.9%3,5620.3%Business Services
Sensus Healthcare, Inc. stock logo
SRTS
Sensus Healthcare
$606,624$17,198 â–¼-2.8%152,4180.3%Medical
Harvard Bioscience, Inc. stock logo
HBIO
Harvard Bioscience
$577,205$5,352,673 â–¼-90.3%118,5220.3%Computer and Technology
Victoria's Secret & Co. stock logo
VSCO
Victoria's Secret & Co.
$431,658$12,424 â–¼-2.8%9,3110.2%Retail/Wholesale
Coda Octopus Group Inc. stock logo
CODA
Coda Octopus Group
$274,703$274,703 â–²New Holding24,3100.1%Computer and Technology
Embecta Corp. stock logo
EMBC
Embecta
$0$2,747,179 â–¼-100.0%00.0%Medical
Janus International Group, Inc. stock logo
JBI
Janus International Group
$0$2,107,652 â–¼-100.0%00.0%Construction
Ichor Holdings, Ltd. stock logo
ICHR
Ichor
$0$1,397,123 â–¼-100.0%00.0%Computer and Technology
Sun Country Airlines Holdings, Inc. stock logo
SNCY
Sun Country Airlines
$0$1,148,955 â–¼-100.0%00.0%Transportation
BioLife Solutions, Inc. stock logo
BLFS
BioLife Solutions
$0$688,018 â–¼-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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