Meros Investment Management, LP Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$170.3B

Holdings

41

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (41 positions)

#StockSharesValue% PortfolioType
1
DCODUCOMMUN INC DEL
190,464$11.1B6.49%
2
PLABPHOTRONICS INC
485,516$10.1B5.92%
3
PLYMPLYMOUTH INDL REIT INC
573,160$9.3B5.49%
4
MGNIMAGNITE INC
749,438$8.6B5.02%
5
WTTRSELECT WATER SOLUTIONS INC
782,071$8.2B4.82%
6
TILEINTERFACE INC
411,498$8.2B4.79%
7
THRTHERMON GROUP HLDGS INC
246,177$6.9B4.03%
8
MDXGMIMEDX INDS INC TENN
820,605$6.2B3.66%
9
KRNTKORNIT DIGITAL LTD
270,459$5.2B3.03%
10
SEISOLARIS OILFIELD INFRASTRUCT
233,837$5.1B2.99%
11
PACKRANPAK HOLDINGS CORP
933,572$5.1B2.97%
12
WNCWABASH NATL CORP
448,134$5.0B2.91%
13
ARHSARHAUS INC
566,733$4.9B2.90%
14
AMPLAMPLITUDE
462,314$4.7B2.77%
15
AIVAPARTMENT INVT & MGMT CO
525,416$4.6B2.71%
16
EMBCEMBECTA CORP
339,406$4.3B2.54%
17
ICHRICHOR HOLDINGS
189,248$4.3B2.51%
18
BXCBLUELINX HLDGS INC
56,445$4.2B2.49%
19
HURCHURCO CO
246,776$3.8B2.25%
20
MLABMESA LABS INC
31,964$3.8B2.23%
21
TEADOUTBRAIN INC
1,005,490$3.8B2.20%
22
MBUUMALIBU BOATS INC
117,941$3.6B2.12%
23
INFUINFUSYSTEM HLDGS INC
616,017$3.3B1.95%
24
NVRIENVIRI CORP
475,490$3.2B1.86%
25
INMDINMODE LTD
176,002$3.1B1.83%
26
COHUCOHU INC
205,356$3.0B1.77%
27
BLFSBIOLIFE SOLUTIONS INC
131,650$3.0B1.77%
28
INDIINDIE SEMICONDUCTOR INC
1,298,977$2.6B1.55%
29
ANIKANIKA THERAPEUTICS INC
173,489$2.6B1.53%
30
NTICNORTHERN TECHNOLOGIES INTL C
249,513$2.6B1.53%
31
WSWORTHINGTON STL INC
98,359$2.5B1.46%
32
ASLEAERSALE CORPORATION
329,569$2.5B1.45%
33
CVEOCIVEO CORP CDA
107,053$2.5B1.45%
34
CMCOCOLUMBUS MCKINNON CORP N Y
123,373$2.1B1.23%
35
KRMDKORU MEDICAL SYSTEMS INC
746,564$1.9B1.11%
36
AMWDAMERICAN WOODMARK CORPORATION
30,000$1.8B1.04%
37
DAVEDAVE INC
19,641$1.6B0.95%
38
HBIOHARVARD BIOSCIENCE INC
794,680$449.8M0.26%
39
SRTSSENSUS HEALTHCARE INC
88,478$418.5M0.25%
40
SEMRSEMRUSH HLDGS INC
18,545$173.0M0.10%
41
VSCOVICTORIAS SECRET AND CO
7,943$147.6M0.09%