Meros Investment Management, LP
CIK: 0001911372Latest portfolio: $252.2M · Q4 2025
Holdings
48
Total Value
$252.2M
New Positions
10
Closed Positions
5
Top Holdings
View All 48 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DCODUCOMMUN INC DEL | 174,485 | $16.6M | 6.58% | +8K | |
| 2 | MGNIMAGNITE INC | 825,595 | $13.4M | 5.31% | +212K | |
| 3 | THRTHERMON GROUP HLDGS INC | 339,675 | $12.6M | 5.01% | -12,326 | |
| 4 | NVRIENVIRI CORP | 643,649 | $11.5M | 4.57% | +6K | |
| 5 | AMPLAMPLITUDE | 861,874 | $10.0M | 3.96% | +97K | |
| 6 | WTTRSELECT WATER SOLUTIONS INC | 939,857 | $9.9M | 3.92% | +39K | |
| 7 | ARHSARHAUS INC | 821,734 | $9.2M | 3.65% | +342K | |
| 8 | BBWBUILD-A-BEAR WORKSHOP INC | 146,956 | $9.0M | 3.57% | NEW | |
| 9 | MDXGMIMEDX INDS INC TENN | 1,326,037 | $9.0M | 3.56% | +56K | |
| 10 | COHUCOHU INC | 355,744 | $8.3M | 3.28% | +27K | |
| 11 | PHRPHRESSIA INC | 478,274 | $8.1M | 3.21% | +156K | |
| 12 | SEISOLARIS OILFIELD INFRASTRUCT | 164,324 | $7.6M | 3.00% | -127,414 | |
| 13 | INDIINDIE SEMICONDUCTOR INC | 2,112,972 | $7.5M | 2.96% | +118K | |
| 14 | SCVLSHOE CARNIVAL INC | 415,110 | $7.0M | 2.78% | NEW | |
| 15 | MLABMESA LABS INC | 85,017 | $6.7M | 2.65% | +9K | |
| 16 | KRUSKURA SUSHI USA INC | 126,256 | $6.6M | 2.62% | NEW | |
| 17 | SLPSIMULATIONS PLUS INC | 339,242 | $6.2M | 2.45% | NEW | |
| 18 | PACKRANPAK HOLDINGS CORP | 1,116,398 | $6.0M | 2.39% | +45K | |
| 19 | CYRXCRYOPORT INC | 626,427 | $6.0M | 2.38% | +77K | |
| 20 | INMDINMODE LTD | 404,453 | $5.9M | 2.36% | +37K | |
| 21 | AIVAPARTMENT INVT & MGMT CO | 995,681 | $5.9M | 2.35% | +42K | |
| 22 | AZTAAZENTA INC | 166,845 | $5.5M | 2.20% | +7K | |
| 23 | BXCBLUELINX HLDGS INC | 82,266 | $5.1M | 2.00% | +3K | |
| 24 | WNCWABASH NATL CORP | 563,619 | $4.9M | 1.93% | -81,829 | |
| 25 | TILEINTERFACE INC | 173,790 | $4.9M | 1.92% | +7K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Industrials0.0% ($1.6598126221153461e+44T)
Healthcare0.0% ($8.977809261845942e+43T)
Technology0.0% ($9.980827874586675e+21T)
Consumer Cyclical0.0% ($9.211900370076606e+21T)
Communication Services0.0% ($13.4M)
Utilities0.0% ($9.9M)
Energy0.0% ($7.6M)
Real Estate0.0% ($5.9M)
Basic Materials0.0% ($1.7M)
Filing History
Fund Information
Meros Investment Management, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $252.2M across 48 holdings. The largest position is DUCOMMUN INC DEL (DCO), representing 6.6% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.