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Meros Investment Management, LP

Q2 2026 13F filing

Updated 27 days ago

50 disclosed positions worth $315.2M

Portfolio value
$315.2M
Total holdings
50
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

D
1.DCO

DUCOMMUN INC DEL

Value
$21.9M
Shares
118.4K
% Port
6.96%
M
2.MX

MAGNITE INC

Value
$18.8M
Shares
991.3K
% Port
5.97%
W

SELECT WATER SOLUTIONS INC

Value
$18.2M
Shares
913.0K
% Port
5.79%
?
4.N/A

ARHAUS INC

Value
$14.2M
Shares
1.68M
% Port
4.49%
C

COHU INC

Value
$14.1M
Shares
190.7K
% Port
4.47%
W

WERNER ENTERPRISES INC

Value
$12.2M
Shares
279.9K
% Port
3.87%
C

CRYOPORT INC

Value
$11.7M
Shares
743.3K
% Port
3.70%
M

MALIBU BOATS INC

Value
$9.9M
Shares
359.6K
% Port
3.13%
S
9.SEI

SOLARIS OILFIELD INFRASTRUCT

Value
$9.5M
Shares
118.6K
% Port
3.03%
B
10.BJRI

BJS RESTAURANTS INC

Value
$8.7M
Shares
143.5K
% Port
2.77%
K
11.KRUS

KURA SUSHI USA INC

Value
$8.5M
Shares
147.7K
% Port
2.70%
C
12.CBRL

CRACKER BARREL OLD CTRY STOR

Value
$8.5M
Shares
159.3K
% Port
2.69%
A
13.ALGT

ALLEGIANT TRAVEL CO

Value
$8.2M
Shares
69.9K
% Port
2.61%
P
14.PLAB

PHOTRONICS INC

Value
$7.7M
Shares
237.6K
% Port
2.45%
H
15.HCSG

HEALTHCARE SVCS GROUP INC

Value
$7.1M
Shares
289.6K
% Port
2.26%
T
16.TILE

INTERFACE INC

Value
$6.8M
Shares
188.8K
% Port
2.15%
M
17.MLAB

MESA LABS INC

Value
$6.8M
Shares
68.0K
% Port
2.15%
T
18.TATT

TAT TECHNOLOGIES LTD

Value
$6.6M
Shares
137.9K
% Port
2.11%
O
19.OPRT

OPORTUN FINL CORP

Value
$6.4M
Shares
1.13M
% Port
2.04%
N
20.NVRI

ENVIRI CORP

Value
$6.3M
Shares
288.6K
% Port
2.01%
A
21.AMPL

AMPLITUDE

Value
$6.3M
Shares
828.0K
% Port
2.01%
C
22.CECO

CECO ENVIRONMENTAL CORP

Value
$6.2M
Shares
68.1K
% Port
1.96%
A
23.AEBI

AEBI SCHMIDT HLDG AG

Value
$5.7M
Shares
451.8K
% Port
1.80%
A
24.AZTA

AZENTA INC

Value
$5.6M
Shares
220.4K
% Port
1.78%
B
25.BXC

BLUELINX HLDGS INC

Value
$5.4M
Shares
87.2K
% Port
1.71%
?
26.N/A

SAVERS VALUE VLG INC

Value
$5.3M
Shares
527.4K
% Port
1.69%
P
27.PACK

RANPAK HOLDINGS CORP

Value
$5.2M
Shares
717.8K
% Port
1.66%
P
28.PSIX

POWER SOLUTIONS INTL INC

Value
$5M
Shares
129.3K
% Port
1.60%
H
29.HURC

HURCO CO

Value
$4.8M
Shares
211.3K
% Port
1.54%
A
30.ATRC

ATRICURE INC

Value
$4.8M
Shares
170.0K
% Port
1.51%
I
31.INFU

INFUSYSTEM HLDGS INC

Value
$4.5M
Shares
468.9K
% Port
1.44%
M
32.MDXG

MIMEDX INDS INC TENN

Value
$4.3M
Shares
1.12M
% Port
1.37%
P
33.PPIH

PERMA-PIPE INTL HLDGS INC

Value
$3.6M
Shares
132.2K
% Port
1.14%
I
34.INDI

INDIE SEMICONDUCTOR INC

Value
$3.5M
Shares
778.6K
% Port
1.11%
W
35.WEAV

WEAVE COMMUNICATIONS INC

Value
$3.3M
Shares
554.8K
% Port
1.05%
K
36.KRMD

KORU MEDICAL SYSTEMS INC

Value
$3.2M
Shares
759.7K
% Port
1.01%
M
37.MASS

908 DEVICES INC

Value
$3.1M
Shares
361.4K
% Port
1.00%
A
38.AIV

APARTMENT INVT & MGMT CO

Value
$2.9M
Shares
967.1K
% Port
0.91%
C
39.CODA

CODA OCTOPUS GROUP INC

Value
$2.5M
Shares
254.3K
% Port
0.79%
S
40.SLP

SIMULATIONS PLUS INC

Value
$2.4M
Shares
130.2K
% Port
0.76%
A
41.AP

AMPCO-PITTSBURG CORP

Value
$2.1M
Shares
239.9K
% Port
0.66%
O
42.OWLT

OWLET INC

Value
$1.9M
Shares
327.1K
% Port
0.60%
S
43.STAA

STAAR SURGICAL CO

Value
$1.9M
Shares
65.0K
% Port
0.59%
T
44.TWIN

TWIN DISC INC

Value
$1.9M
Shares
80.4K
% Port
0.59%
T
45.TGEN

TECOGEN INC NEW

Value
$1.8M
Shares
353.5K
% Port
0.59%
R
46.RCMT

RCM TECHNOLOGIES INC

Value
$1.7M
Shares
59.1K
% Port
0.53%
O
47.OPXS

OPTEX SYS HLDGS INC

Value
$1.3M
Shares
95.3K
% Port
0.42%
H
48.HBIO

HARVARD BIOSCIENCE INC

Value
$1.1M
Shares
183.0K
% Port
0.36%
V
49.VSXY

VICTORIAS SECRET AND CO

Value
$777K
Shares
9.3K
% Port
0.25%
?
50.N/A

DAVE INC

Value
$768K
Shares
2.1K
% Port
0.24%