Meros Investment Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$234.2B
Holdings
43
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DCODUCOMMUN INC DEL | 166,540 | $16.0B | 6.83% | |
| 2 | PLYMPLYMOUTH INDL REIT INC | 655,075 | $14.6B | 6.24% | |
| 3 | MGNIMAGNITE INC | 613,828 | $13.4B | 5.71% | |
| 4 | SEISOLARIS OILFIELD INFRASTRUCT | 291,738 | $11.7B | 4.98% | |
| 5 | PLABPHOTRONICS INC | 504,808 | $11.6B | 4.95% | |
| 6 | WTTRSELECT WATER SOLUTIONS INC | 900,386 | $9.6B | 4.11% | |
| 7 | THRTHERMON GROUP HLDGS INC | 352,001 | $9.4B | 4.02% | |
| 8 | MDXGMIMEDX INDS INC TENN | 1,270,357 | $8.9B | 3.79% | |
| 9 | AMPLAMPLITUDE | 765,095 | $8.2B | 3.50% | |
| 10 | INDIINDIE SEMICONDUCTOR INC | 1,994,818 | $8.1B | 3.47% | |
| 11 | NVRIENVIRI CORP | 637,241 | $8.1B | 3.45% | |
| 12 | PHRPHRESSIA INC | 322,137 | $7.6B | 3.23% | |
| 13 | AIVAPARTMENT INVT & MGMT CO | 954,181 | $7.6B | 3.23% | |
| 14 | EMBCEMBECTA CORP | 484,772 | $6.8B | 2.92% | |
| 15 | COHUCOHU INC | 328,988 | $6.7B | 2.86% | |
| 16 | WNCWABASH NATL CORP | 645,448 | $6.4B | 2.72% | |
| 17 | PACKRANPAK HOLDINGS CORP | 1,071,555 | $6.0B | 2.57% | |
| 18 | BXCBLUELINX HLDGS INC | 78,881 | $5.8B | 2.46% | |
| 19 | INMDINMODE LTD | 367,587 | $5.5B | 2.34% | |
| 20 | CYRXCRYOPORT INC | 549,740 | $5.2B | 2.22% | |
| 21 | MLABMESA LABS INC | 76,477 | $5.1B | 2.19% | |
| 22 | ARHSARHAUS INC | 480,157 | $5.1B | 2.18% | |
| 23 | INFUINFUSYSTEM HLDGS INC | 477,278 | $4.9B | 2.11% | |
| 24 | TILEINTERFACE INC | 166,576 | $4.8B | 2.06% | |
| 25 | AZTAAZENTA INC | 159,945 | $4.6B | 1.96% | |
| 26 | MBUUMALIBU BOATS INC | 135,093 | $4.4B | 1.87% | |
| 27 | HURCHURCO CO | 236,615 | $4.1B | 1.76% | |
| 28 | ICHRICHOR HOLDINGS | 217,095 | $3.8B | 1.62% | |
| 29 | KRMDKORU MEDICAL SYSTEMS INC | 848,901 | $3.3B | 1.39% | |
| 30 | JBIJANUS INTERNATIONAL GROUP INC | 309,111 | $3.1B | 1.30% | |
| 31 | TEADTEADS HOLDINGS INC | 1,336,889 | $2.2B | 0.94% | |
| 32 | NTICNORTHERN TECHNOLOGIES INTL C | 284,941 | $2.2B | 0.94% | |
| 33 | DAVEDAVE INC | 6,769 | $1.3B | 0.58% | |
| 34 | BLFSBIOLIFE SOLUTIONS INC | 46,610 | $1.2B | 0.51% | |
| 35 | KRNTKORNIT DIGITAL LTD | 85,004 | $1.1B | 0.49% | |
| 36 | AEBIAEBI SCHMIDT HLDG AG | 90,000 | $1.1B | 0.48% | |
| 37 | RCMTRCM TECHNOLOGIES INC | 39,027 | $1.0B | 0.44% | |
| 38 | ASLEAERSALE CORPORATION | 112,907 | $924.7M | 0.39% | |
| 39 | MASS908 DEVICES INC | 104,323 | $913.9M | 0.39% | |
| 40 | CVEOCIVEO CORP CDA | 29,888 | $687.4M | 0.29% | |
| 41 | SRTSSENSUS HEALTHCARE INC | 173,961 | $546.2M | 0.23% | |
| 42 | HBIOHARVARD BIOSCIENCE INC | 918,259 | $402.7M | 0.17% | |
| 43 | VSCOVICTORIAS SECRET AND CO | 9,191 | $249.4M | 0.11% |