Meros Investment Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$210.7B
Holdings
41
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGNIMAGNITE INC | 702,142 | $16.9B | 8.04% | |
| 2 | DCODUCOMMUN INC DEL | 172,682 | $14.3B | 6.77% | |
| 3 | PLYMPLYMOUTH INDL REIT INC | 657,627 | $10.6B | 5.01% | |
| 4 | PLABPHOTRONICS INC | 558,281 | $10.5B | 4.99% | |
| 5 | TILEINTERFACE INC | 426,549 | $8.9B | 4.24% | |
| 6 | SEISOLARIS OILFIELD INFRASTRUCT | 302,746 | $8.6B | 4.06% | |
| 7 | THRTHERMON GROUP HLDGS INC | 282,655 | $7.9B | 3.77% | |
| 8 | AMPLAMPLITUDE | 555,402 | $6.9B | 3.27% | |
| 9 | WTTRSELECT WATER SOLUTIONS INC | 781,922 | $6.8B | 3.21% | |
| 10 | MDXGMIMEDX INDS INC TENN | 1,067,718 | $6.5B | 3.10% | |
| 11 | KRNTKORNIT DIGITAL LTD | 310,271 | $6.2B | 2.93% | |
| 12 | ARHSARHAUS INC | 708,069 | $6.1B | 2.91% | |
| 13 | WNCWABASH NATL CORP | 566,781 | $6.0B | 2.86% | |
| 14 | BXCBLUELINX HLDGS INC | 74,027 | $5.5B | 2.61% | |
| 15 | AIVAPARTMENT INVT & MGMT CO | 621,060 | $5.4B | 2.55% | |
| 16 | INDIINDIE SEMICONDUCTOR INC | 1,490,240 | $5.3B | 2.52% | |
| 17 | WSWORTHINGTON STL INC | 176,881 | $5.3B | 2.50% | |
| 18 | NVRIENVIRI CORP | 588,592 | $5.1B | 2.42% | |
| 19 | HURCHURCO CO | 264,130 | $5.0B | 2.37% | |
| 20 | COHUCOHU INC | 235,971 | $4.5B | 2.15% | |
| 21 | DAVEDAVE INC | 16,797 | $4.5B | 2.14% | |
| 22 | INFUINFUSYSTEM HLDGS INC | 706,501 | $4.4B | 2.09% | |
| 23 | INMDINMODE LTD | 303,020 | $4.4B | 2.08% | |
| 24 | ICHRICHOR HOLDINGS | 217,505 | $4.3B | 2.03% | |
| 25 | MBUUMALIBU BOATS INC | 135,348 | $4.2B | 2.01% | |
| 26 | EMBCEMBECTA CORP | 415,332 | $4.0B | 1.91% | |
| 27 | PACKRANPAK HOLDINGS CORP | 1,073,588 | $3.8B | 1.82% | |
| 28 | PHRPHRESSIA INC | 123,087 | $3.5B | 1.66% | |
| 29 | MLABMESA LABS INC | 36,618 | $3.5B | 1.64% | |
| 30 | BLFSBIOLIFE SOLUTIONS INC | 151,687 | $3.3B | 1.55% | |
| 31 | TEADTEADS HOLDINGS INC | 1,234,208 | $3.1B | 1.45% | |
| 32 | KRMDKORU MEDICAL SYSTEMS INC | 850,390 | $3.0B | 1.44% | |
| 33 | CVEOCIVEO CORP CDA | 128,634 | $3.0B | 1.41% | |
| 34 | SEMRSEMRUSH HLDGS INC | 257,370 | $2.3B | 1.11% | |
| 35 | ASLEAERSALE CORPORATION | 378,395 | $2.3B | 1.08% | |
| 36 | NTICNORTHERN TECHNOLOGIES INTL C | 285,465 | $2.1B | 1.00% | |
| 37 | JBIJANUS INTERNATIONAL GROUP INC | 144,164 | $1.2B | 0.56% | |
| 38 | MASS908 DEVICES INC | 69,470 | $495.3M | 0.24% | |
| 39 | SRTSSENSUS HEALTHCARE INC | 99,212 | $470.3M | 0.22% | |
| 40 | HBIOHARVARD BIOSCIENCE INC | 919,945 | $408.3M | 0.19% | |
| 41 | VSCOVICTORIAS SECRET AND CO | 9,214 | $170.6M | 0.08% |