Meros Investment Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$252.2B
Holdings
48
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DCODUCOMMUN INC DEL | 174,485 | $16.6B | 6.58% | |
| 2 | MGNIMAGNITE INC | 825,595 | $13.4B | 5.31% | |
| 3 | THRTHERMON GROUP HLDGS INC | 339,675 | $12.6B | 5.01% | |
| 4 | NVRIENVIRI CORP | 643,649 | $11.5B | 4.57% | |
| 5 | AMPLAMPLITUDE | 861,874 | $10.0B | 3.96% | |
| 6 | WTTRSELECT WATER SOLUTIONS INC | 939,857 | $9.9B | 3.92% | |
| 7 | ARHSARHAUS INC | 821,734 | $9.2B | 3.65% | |
| 8 | BBWBUILD-A-BEAR WORKSHOP INC | 146,956 | $9.0B | 3.57% | |
| 9 | MDXGMIMEDX INDS INC TENN | 1,326,037 | $9.0B | 3.56% | |
| 10 | COHUCOHU INC | 355,744 | $8.3B | 3.28% | |
| 11 | PHRPHRESSIA INC | 478,274 | $8.1B | 3.21% | |
| 12 | SEISOLARIS OILFIELD INFRASTRUCT | 164,324 | $7.6B | 3.00% | |
| 13 | INDIINDIE SEMICONDUCTOR INC | 2,112,972 | $7.5B | 2.96% | |
| 14 | SCVLSHOE CARNIVAL INC | 415,110 | $7.0B | 2.78% | |
| 15 | MLABMESA LABS INC | 85,017 | $6.7B | 2.65% | |
| 16 | KRUSKURA SUSHI USA INC | 126,256 | $6.6B | 2.62% | |
| 17 | SLPSIMULATIONS PLUS INC | 339,242 | $6.2B | 2.45% | |
| 18 | PACKRANPAK HOLDINGS CORP | 1,116,398 | $6.0B | 2.39% | |
| 19 | CYRXCRYOPORT INC | 626,427 | $6.0B | 2.38% | |
| 20 | INMDINMODE LTD | 404,453 | $5.9B | 2.36% | |
| 21 | AIVAPARTMENT INVT & MGMT CO | 995,681 | $5.9B | 2.35% | |
| 22 | AZTAAZENTA INC | 166,845 | $5.5B | 2.20% | |
| 23 | BXCBLUELINX HLDGS INC | 82,266 | $5.1B | 2.00% | |
| 24 | WNCWABASH NATL CORP | 563,619 | $4.9B | 1.93% | |
| 25 | TILEINTERFACE INC | 173,790 | $4.9B | 1.92% | |
| 26 | KRMDKORU MEDICAL SYSTEMS INC | 782,386 | $4.5B | 1.80% | |
| 27 | INFUINFUSYSTEM HLDGS INC | 497,989 | $4.5B | 1.77% | |
| 28 | MBUUMALIBU BOATS INC | 157,875 | $4.5B | 1.77% | |
| 29 | WEAVWEAVE COMMUNICATIONS INC | 571,883 | $4.3B | 1.72% | |
| 30 | PLABPHOTRONICS INC | 108,004 | $3.5B | 1.37% | |
| 31 | HURCHURCO CO | 217,688 | $3.4B | 1.33% | |
| 32 | EMBCEMBECTA CORP | 231,244 | $2.7B | 1.09% | |
| 33 | BVSBIOVENTUS INC | 315,160 | $2.3B | 0.93% | |
| 34 | WERNWERNER ENTERPRISES INC | 73,571 | $2.2B | 0.88% | |
| 35 | JBIJANUS INTERNATIONAL GROUP INC | 322,271 | $2.1B | 0.84% | |
| 36 | MASS908 DEVICES INC | 347,035 | $1.8B | 0.72% | |
| 37 | AEBIAEBI SCHMIDT HLDG AG | 141,322 | $1.8B | 0.71% | |
| 38 | NTICNORTHERN TECHNOLOGIES INTL C | 212,373 | $1.7B | 0.66% | |
| 39 | ICHRICHOR HOLDINGS | 75,807 | $1.4B | 0.55% | |
| 40 | RCMTRCM TECHNOLOGIES INC | 65,951 | $1.3B | 0.53% | |
| 41 | OWLTOWLET INC | 80,405 | $1.3B | 0.52% | |
| 42 | SNCYSUN CTRY AIRLS HLDGS INC | 79,844 | $1.1B | 0.46% | |
| 43 | TWINTWIN DISC INC | 54,607 | $910.0M | 0.36% | |
| 44 | HBIOHARVARD BIOSCIENCE INC | 1,217,628 | $814.0M | 0.32% | |
| 45 | DAVEDAVE INC | 3,667 | $811.0M | 0.32% | |
| 46 | BLFSBIOLIFE SOLUTIONS INC | 28,454 | $688.0M | 0.27% | |
| 47 | SRTSSENSUS HEALTHCARE INC | 156,739 | $623.0M | 0.25% | |
| 48 | VSCOVICTORIAS SECRET AND CO | 9,579 | $518.0M | 0.21% |