Meros Investment Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$223.3B
Holdings
40
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGNIMAGNITE INC | 927,411 | $14.8B | 6.61% | |
| 2 | DCODUCOMMUN INC DEL | 195,486 | $12.4B | 5.57% | |
| 3 | PLABPHOTRONICS INC | 452,971 | $10.7B | 4.78% | |
| 4 | SEISOLARIS OILFIELD INFRASTRUCT | 361,725 | $10.4B | 4.66% | |
| 5 | TILEINTERFACE INC | 424,794 | $10.3B | 4.63% | |
| 6 | CMCOCOLUMBUS MCKINNON CORP N Y | 277,468 | $10.3B | 4.63% | |
| 7 | WTTRSELECT WATER SOLUTIONS INC | 756,340 | $10.0B | 4.48% | |
| 8 | KRNTKORNIT DIGITAL LTD | 263,643 | $8.2B | 3.65% | |
| 9 | WNCWABASH NATL CORP | 459,103 | $7.9B | 3.52% | |
| 10 | PLYMPLYMOUTH INDL REIT INC | 387,990 | $6.9B | 3.09% | |
| 11 | PACKRANPAK HOLDINGS CORP | 956,225 | $6.6B | 2.95% | |
| 12 | NVRIENVIRI CORP | 833,275 | $6.4B | 2.87% | |
| 13 | THRTHERMON GROUP HLDGS INC | 222,684 | $6.4B | 2.87% | |
| 14 | ICHRICHOR HOLDINGS | 193,893 | $6.2B | 2.80% | |
| 15 | TEADOUTBRAIN INC | 864,115 | $6.2B | 2.78% | |
| 16 | AIVAPARTMENT INVT & MGMT CO | 653,307 | $5.9B | 2.66% | |
| 17 | BXCBLUELINX HLDGS INC | 57,836 | $5.9B | 2.65% | |
| 18 | ARHSARHAUS INC | 580,680 | $5.5B | 2.44% | |
| 19 | INFUINFUSYSTEM HLDGS INC | 631,105 | $5.3B | 2.39% | |
| 20 | MLABMESA LABS INC | 40,263 | $5.3B | 2.38% | |
| 21 | BRYBERRY CORP | 1,257,430 | $5.2B | 2.33% | |
| 22 | EMBCEMBECTA CORP | 247,312 | $5.1B | 2.29% | |
| 23 | INDIINDIE SEMICONDUCTOR INC | 1,240,949 | $5.0B | 2.25% | |
| 24 | HURCHURCO CO | 252,817 | $4.9B | 2.18% | |
| 25 | COHUCOHU INC | 180,133 | $4.8B | 2.15% | |
| 26 | RLGTRADIANT LOGISTICS INC | 678,040 | $4.5B | 2.03% | |
| 27 | BLFSBIOLIFE SOLUTIONS INC | 165,445 | $4.3B | 1.92% | |
| 28 | MBUUMALIBU BOATS INC | 105,723 | $4.0B | 1.78% | |
| 29 | MDXGMIMEDX INDS INC TENN | 395,074 | $3.8B | 1.70% | |
| 30 | NTICNORTHERN TECHNOLOGIES INTL C | 255,737 | $3.4B | 1.54% | |
| 31 | KRMDKORU MEDICAL SYSTEMS INC | 765,550 | $2.9B | 1.32% | |
| 32 | ANIKANIKA THERAPEUTICS INC | 177,675 | $2.9B | 1.31% | |
| 33 | ASLEAERSALE CORPORATION | 427,725 | $2.7B | 1.21% | |
| 34 | CVEOCIVEO CORP CDA | 109,761 | $2.5B | 1.12% | |
| 35 | PESIPERMA-FIX ENVIRONMENTAL SVCS | 168,203 | $1.9B | 0.83% | |
| 36 | HBIOHARVARD BIOSCIENCE INC | 813,707 | $1.7B | 0.77% | |
| 37 | LEUCENTRUS ENERGY CORP | 14,413 | $960.0M | 0.43% | |
| 38 | SCVLSHOE CARNIVAL INC | 14,184 | $469.2M | 0.21% | |
| 39 | VSCOVICTORIAS SECRET AND CO | 8,159 | $337.9M | 0.15% | |
| 40 | AMPLAMPLITUDE | 9,666 | $102.0M | 0.05% |