Q4 2025 · 13F-HR
Meros Investment Management, LPholdings as filed
Filed 2026-02-17 · accession 0001911372-26-000001
$252.2M
Reported value
48
Positions
2025-12-31
Period end
The Brief · Meros Investment Management, LP · Q4 2025
AI · grounded in 13F
Meros Investment Management, LP exited its position in PLYM, reducing its exposure by $14.6M. The fund established several new positions, led by BBW at $9M, SCVL at $7M, and KRUS at $6.6M. Additionally, the manager increased its stake in ARHS by 71.1% and trimmed its holding in PLAB by 78.6%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 264147109 | DCO | DUCOMMUN INC DEL | $16.6M | 6.58% | 174,485 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $13.4M | 5.31% | 825,595 | Common | SOLE |
| 88362T103 | THR | THERMON GROUP HLDGS INC | $12.6M | 5.01% | 339,675 | Common | SOLE |
| 415864107 | NVRI | ENVIRI CORP | $11.5M | 4.57% | 643,649 | Common | SOLE |
| 03213A104 | AMPL | AMPLITUDE | $10.0M | 3.96% | 861,874 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $9.9M | 3.92% | 939,857 | Common | SOLE |
| 04035M102 | ARHS | ARHAUS INC | $9.2M | 3.65% | 821,734 | Common | SOLE |
| 120076104 | BBW | BUILD-A-BEAR WORKSHOP INC | $9.0M | 3.57% | 146,956 | Common | SOLE |
| 602496101 | MDXG | MIMEDX INDS INC TENN | $9.0M | 3.56% | 1,326,037 | Common | SOLE |
| 192576106 | COHU | COHU INC | $8.3M | 3.28% | 355,744 | Common | SOLE |
| 71944F106 | PHR | PHRESSIA INC | $8.1M | 3.21% | 478,274 | Common | SOLE |
| 83418M103 | SEI | SOLARIS OILFIELD INFRASTRUCT | $7.6M | 3.00% | 164,324 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $7.5M | 2.96% | 2,112,972 | Common | SOLE |
| 824889109 | SCVL | SHOE CARNIVAL INC | $7.0M | 2.78% | 415,110 | Common | SOLE |
| 59064R109 | MLAB | MESA LABS INC | $6.7M | 2.65% | 85,017 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $6.6M | 2.62% | 126,256 | Common | SOLE |
| 829214105 | SLP | SIMULATIONS PLUS INC | $6.2M | 2.45% | 339,242 | Common | SOLE |
| 75321W103 | PACK | RANPAK HOLDINGS CORP | $6.0M | 2.39% | 1,116,398 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $6.0M | 2.38% | 626,427 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD | $5.9M | 2.36% | 404,453 | Common | SOLE |
| 03748R747 | AIV | APARTMENT INVT & MGMT CO | $5.9M | 2.35% | 995,681 | Common | SOLE |
| 114340102 | AZTA | AZENTA INC | $5.5M | 2.20% | 166,845 | Common | SOLE |
| 09624H208 | BXC | BLUELINX HLDGS INC | $5.1M | 2.00% | 82,266 | Common | SOLE |
| 929566107 | WNC | WABASH NATL CORP | $4.9M | 1.93% | 563,619 | Common | SOLE |
| 458665304 | TILE | INTERFACE INC | $4.9M | 1.92% | 173,790 | Common | SOLE |
| 759910102 | KRMD | KORU MEDICAL SYSTEMS INC | $4.5M | 1.80% | 782,386 | Common | SOLE |
| 45685K102 | INFU | INFUSYSTEM HLDGS INC | $4.5M | 1.77% | 497,989 | Common | SOLE |
| 56117J100 | MBUU | MALIBU BOATS INC | $4.5M | 1.77% | 157,875 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $4.3M | 1.72% | 571,883 | Common | SOLE |
| 719405102 | PLAB | PHOTRONICS INC | $3.5M | 1.37% | 108,004 | Common | SOLE |
| 447324104 | HURC | HURCO CO | $3.4M | 1.33% | 217,688 | Common | SOLE |
| 29082K105 | EMBC | EMBECTA CORP | $2.7M | 1.09% | 231,244 | Common | SOLE |
| 09075A108 | BVS | BIOVENTUS INC | $2.3M | 0.93% | 315,160 | Common | SOLE |
| 950755108 | WERN | WERNER ENTERPRISES INC | $2.2M | 0.88% | 73,571 | Common | SOLE |
| 47103N106 | JBI | JANUS INTERNATIONAL GROUP INC | $2.1M | 0.84% | 322,271 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $1.8M | 0.72% | 347,035 | Common | SOLE |
| H00501108 | AEBI | AEBI SCHMIDT HLDG AG | $1.8M | 0.71% | 141,322 | Common | SOLE |
| 665809109 | NTIC | NORTHERN TECHNOLOGIES INTL C | $1.7M | 0.66% | 212,373 | Common | SOLE |
| G4740B105 | ICHR | ICHOR HOLDINGS | $1.4M | 0.55% | 75,807 | Common | SOLE |
| 749360400 | RCMT | RCM TECHNOLOGIES INC | $1.3M | 0.53% | 65,951 | Common | SOLE |
| 69120X206 | OWLT | OWLET INC | $1.3M | 0.52% | 80,405 | Common | SOLE |
| 866683105 | SNCY | SUN CTRY AIRLS HLDGS INC | $1.1M | 0.46% | 79,844 | Common | SOLE |
| 901476101 | TWIN | TWIN DISC INC | $910,845 | 0.36% | 54,607 | Common | SOLE |
| 416906105 | HBIOUSD | HARVARD BIOSCIENCE INC | $814,365 | 0.32% | 1,217,628 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $811,910 | 0.32% | 3,667 | Common | SOLE |
| 09062W204 | BLFS | BIOLIFE SOLUTIONS INC | $688,018 | 0.27% | 28,454 | Common | SOLE |
| 81728J109 | SRTS | SENSUS HEALTHCARE INC | $623,821 | 0.25% | 156,739 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $518,894 | 0.21% | 9,579 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.