Meros Investment Management, LP — 13F Holdings & Portfolio
CIK 1911372 · latest 13F-HR filed 2026-05-14
Meros Investment Management, LP manages $230.7M in 13F-reported U.S. long-equity assets across 52 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DCO (6.78%), WTTR (6.06%), NVRI (5.32%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 5, added to 6, and trimmed 28.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$230.7M
Long-equity book
52
Distinct positions
2026-03-31
Filed 2026-05-14
+9 / −5 / ↑6 / ↓28
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SELECT WATER SOLUTIONS INC$4.1M +41.4%
- WERNER ENTERPRISES INC$1.6M +73.4%
- MALIBU BOATS INC$1.1M +25.2%
- ENVIRI CORP$745.0K +6.5%
- SOLARIS OILFIELD INFRASTRUCT$570.5K +7.6%
Top Trims
- MIMEDX INDS INC TENN-$4.7M -51.9%
- BUILD-A-BEAR WORKSHOP INC-$3.3M -36.7%
- PHRESSIA INC-$2.9M -36.2%
- INMODE LTD-$2.8M -47.9%
- RANPAK HOLDINGS CORP-$2.5M -41.6%
New Positions
- OPORTUN FINL CORP$3.3M
- POWER SOLUTIONS INTL INC$2.4M
- PERMA-PIPE INTL HLDGS INC$1.9M
- CRACKER BARREL OLD CTRY STOR$1.8M
- BJS RESTAURANTS INC$1.7M
Exited Positions
- EMBECTA CORP$2.7M
- JANUS INTERNATIONAL GROUP INC$2.1M
- ICHOR HOLDINGS$1.4M
- SUN CTRY AIRLS HLDGS INC$1.1M
- BIOLIFE SOLUTIONS INC$688.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DUCOMMUN INC DEL | DCO | 264147109 | $15.6M | 6.78% | 128,210 | SH |
| 2 | SELECT WATER SOLUTIONS INC | WTTR | 81617J301 | $14.0M | 6.06% | 913,923 | SH |
| 3 | ENVIRI CORP | NVRI | 415864107 | $12.3M | 5.32% | 625,852 | SH |
| 4 | THERMON GROUP HLDGS INC | THR | 88362T103 | $12.2M | 5.27% | 241,463 | SH |
| 5 | MAGNITE INC | MGNI | 55955D100 | $11.8M | 5.11% | 992,351 | SH |
| 6 | COHU INC | COHU | 192576106 | $8.4M | 3.66% | 275,958 | SH |
| 7 | SOLARIS OILFIELD INFRASTRUCT | SEI | 83418M103 | $8.1M | 3.52% | 143,771 | SH |
| 8 | ARHAUS INC | ARHS | 04035M102 | $8.1M | 3.51% | 1,195,473 | SH |
| 9 | AMPLITUDE | AMPL | 03213A104 | $7.9M | 3.44% | 1,163,826 | SH |
| 10 | INDIE SEMICONDUCTOR INC | INDI | 45569U101 | $6.6M | 2.87% | 2,054,442 | SH |
| 11 | SHOE CARNIVAL INC | SCVL | 824889109 | $6.6M | 2.86% | 423,080 | SH |
| 12 | KURA SUSHI USA INC | KRUS | 501270102 | $6.3M | 2.74% | 90,676 | SH |
| 13 | MESA LABS INC | MLAB | 59064R109 | $6.0M | 2.61% | 68,032 | SH |
| 14 | SIMULATIONS PLUS INC | SLP | 829214105 | $5.9M | 2.56% | 500,017 | SH |
| 15 | BUILD-A-BEAR WORKSHOP INC | BBW | 120076104 | $5.7M | 2.47% | 152,126 | SH |
| 16 | MALIBU BOATS INC | MBUU | 56117J100 | $5.6M | 2.42% | 215,194 | SH |
| 17 | AZENTA INC | AZTA | 114340102 | $5.2M | 2.25% | 245,657 | SH |
| 18 | PHRESSIA INC | PHR | 71944F106 | $5.2M | 2.24% | 615,740 | SH |
| 19 | CRYOPORT INC | CYRX | 229050307 | $5.0M | 2.19% | 609,073 | SH |
| 20 | WABASH NATL CORP | WNC | 929566107 | $4.7M | 2.05% | 548,037 | SH |
| 21 | INFUSYSTEM HLDGS INC | INFU | 45685K102 | $4.3M | 1.88% | 469,408 | SH |
| 22 | MIMEDX INDS INC TENN | MDXG | 602496101 | $4.3M | 1.87% | 1,093,028 | SH |
| 23 | INTERFACE INC | TILE | 458665304 | $4.2M | 1.82% | 168,968 | SH |
| 24 | APARTMENT INVT & MGMT CO | AIV | 03748R747 | $3.9M | 1.71% | 968,124 | SH |
| 25 | WERNER ENTERPRISES INC | WERN | 950755108 | $3.8M | 1.66% | 130,157 | SH |
| 26 | BLUELINX HLDGS INC | BXC | 09624H208 | $3.8M | 1.65% | 70,270 | SH |
| 27 | RANPAK HOLDINGS CORP | PACK | 75321W103 | $3.5M | 1.53% | 987,489 | SH |
| 28 | WEAVE COMMUNICATIONS INC | WEAV | 94724R108 | $3.5M | 1.51% | 755,404 | SH |
| 29 | OPORTUN FINL CORP | OPRT | 68376D104 | $3.3M | 1.45% | 726,385 | SH |
| 30 | KORU MEDICAL SYSTEMS INC | KRMD | 759910102 | $3.3M | 1.42% | 760,451 | SH |
| 31 | HURCO CO | HURC | 447324104 | $3.1M | 1.35% | 211,539 | SH |
| 32 | INMODE LTD | INMD | M5425M103 | $3.1M | 1.34% | 226,065 | SH |
| 33 | POWER SOLUTIONS INTL INC | PSIX | 73933G202 | $2.4M | 1.04% | 39,266 | SH |
| 34 | 908 DEVICES INC | MASS | 65443P102 | $2.2M | 0.96% | 361,738 | SH |
| 35 | BIOVENTUS INC | BVS | 09075A108 | $1.9M | 0.82% | 207,720 | SH |
| 36 | PERMA-PIPE INTL HLDGS INC | PPIH | 714167103 | $1.9M | 0.80% | 62,298 | SH |
| 37 | CRACKER BARREL OLD CTRY STOR | CBRL | 22410J106 | $1.8M | 0.79% | 65,000 | SH |
| 38 | BJS RESTAURANTS INC | BJRI | 09180C106 | $1.7M | 0.75% | 49,000 | SH |
| 39 | NORTHERN TECHNOLOGIES INTL C | NTIC | 665809109 | $1.7M | 0.74% | 206,259 | SH |
| 40 | PHOTRONICS INC | PLAB | 719405102 | $1.5M | 0.66% | 37,567 | SH |
| 41 | AMPCO-PITTSBURG CORP | AP | 032037103 | $1.4M | 0.63% | 214,850 | SH |
| 42 | AEBI SCHMIDT HLDG AG | AEBI | H00501108 | $1.3M | 0.58% | 137,409 | SH |
| 43 | RCM TECHNOLOGIES INC | RCMT | 749360400 | $1.2M | 0.53% | 64,126 | SH |
| 44 | SAVERS VALUE VLG INC | SVV | 80517M109 | $1.2M | 0.50% | 154,816 | SH |
| 45 | TWIN DISC INC | TWIN | 901476101 | $873.4K | 0.38% | 57,959 | SH |
| 46 | TECOGEN INC NEW | TGEN | 87876P201 | $746.8K | 0.32% | 291,705 | SH |
| 47 | OWLET INC | OWLT | 69120X206 | $706.5K | 0.31% | 137,447 | SH |
| 48 | DAVE INC | DAVE | 23834J201 | $620.1K | 0.27% | 3,562 | SH |
| 49 | SENSUS HEALTHCARE INC | SRTS | 81728J109 | $606.6K | 0.26% | 152,418 | SH |
| 50 | HARVARD BIOSCIENCE INC | HBIO | 416906105 | $577.2K | 0.25% | 118,522 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $230.7M | 52 | 0001911372-26-000002 |
| 2025-12-31 | 2026-02-17 | $252.2M | 48 | 0001911372-26-000001 |
| 2025-09-30 | 2025-11-14 | $234.2M | 43 | 0001911372-25-000007 |