Q1 2026 · 13F-HR
Meros Investment Management, LPholdings as filed
Filed 2026-05-14 · accession 0001911372-26-000002
$230.7M
Reported value
52
Positions
2026-03-31
Period end
The Brief · Meros Investment Management, LP · Q1 2026
AI · grounded in 13F
Meros Investment Management, LP established a new position in OPRT worth $3.3M. The fund also opened new stakes in PSIX for $2.4M and PPIH for $1.9M. On the sell side, the fund closed its entire position in EMBC, resulting in a $2.7M reduction.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 264147109 | DCO | DUCOMMUN INC DEL | $15.6M | 6.78% | 128,210 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $14.0M | 6.06% | 913,923 | Common | SOLE |
| 415864107 | NVRI | ENVIRI CORP | $12.3M | 5.32% | 625,852 | Common | SOLE |
| 88362T103 | THR | THERMON GROUP HLDGS INC | $12.2M | 5.27% | 241,463 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $11.8M | 5.11% | 992,351 | Common | SOLE |
| 192576106 | COHU | COHU INC | $8.4M | 3.66% | 275,958 | Common | SOLE |
| 83418M103 | SEI | SOLARIS OILFIELD INFRASTRUCT | $8.1M | 3.52% | 143,771 | Common | SOLE |
| 04035M102 | ARHS | ARHAUS INC | $8.1M | 3.51% | 1,195,473 | Common | SOLE |
| 03213A104 | AMPL | AMPLITUDE | $7.9M | 3.44% | 1,163,826 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $6.6M | 2.87% | 2,054,442 | Common | SOLE |
| 824889109 | SCVL | SHOE CARNIVAL INC | $6.6M | 2.86% | 423,080 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $6.3M | 2.74% | 90,676 | Common | SOLE |
| 59064R109 | MLAB | MESA LABS INC | $6.0M | 2.61% | 68,032 | Common | SOLE |
| 829214105 | SLP | SIMULATIONS PLUS INC | $5.9M | 2.56% | 500,017 | Common | SOLE |
| 120076104 | BBW | BUILD-A-BEAR WORKSHOP INC | $5.7M | 2.47% | 152,126 | Common | SOLE |
| 56117J100 | MBUU | MALIBU BOATS INC | $5.6M | 2.42% | 215,194 | Common | SOLE |
| 114340102 | AZTA | AZENTA INC | $5.2M | 2.25% | 245,657 | Common | SOLE |
| 71944F106 | PHR | PHRESSIA INC | $5.2M | 2.24% | 615,740 | Common | SOLE |
| 229050307 | CYRX | CRYOPORT INC | $5.0M | 2.19% | 609,073 | Common | SOLE |
| 929566107 | WNC | WABASH NATL CORP | $4.7M | 2.05% | 548,037 | Common | SOLE |
| 45685K102 | INFU | INFUSYSTEM HLDGS INC | $4.3M | 1.88% | 469,408 | Common | SOLE |
| 602496101 | MDXG | MIMEDX INDS INC TENN | $4.3M | 1.87% | 1,093,028 | Common | SOLE |
| 458665304 | TILE | INTERFACE INC | $4.2M | 1.82% | 168,968 | Common | SOLE |
| 03748R747 | AIV | APARTMENT INVT & MGMT CO | $3.9M | 1.71% | 968,124 | Common | SOLE |
| 950755108 | WERN | WERNER ENTERPRISES INC | $3.8M | 1.66% | 130,157 | Common | SOLE |
| 09624H208 | BXC | BLUELINX HLDGS INC | $3.8M | 1.65% | 70,270 | Common | SOLE |
| 75321W103 | PACK | RANPAK HOLDINGS CORP | $3.5M | 1.53% | 987,489 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $3.5M | 1.51% | 755,404 | Common | SOLE |
| 68376D104 | OPRT | OPORTUN FINL CORP | $3.3M | 1.45% | 726,385 | Common | SOLE |
| 759910102 | KRMD | KORU MEDICAL SYSTEMS INC | $3.3M | 1.42% | 760,451 | Common | SOLE |
| 447324104 | HURC | HURCO CO | $3.1M | 1.35% | 211,539 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD | $3.1M | 1.34% | 226,065 | Common | SOLE |
| 73933G202 | PSIX | POWER SOLUTIONS INTL INC | $2.4M | 1.04% | 39,266 | Common | SOLE |
| 65443P102 | MASS | 908 DEVICES INC | $2.2M | 0.96% | 361,738 | Common | SOLE |
| 09075A108 | BVS | BIOVENTUS INC | $1.9M | 0.82% | 207,720 | Common | SOLE |
| 714167103 | PPIH | PERMA-PIPE INTL HLDGS INC | $1.9M | 0.80% | 62,298 | Common | SOLE |
| 22410J106 | CBRL | CRACKER BARREL OLD CTRY STOR | $1.8M | 0.79% | 65,000 | Common | SOLE |
| 09180C106 | BJRI | BJS RESTAURANTS INC | $1.7M | 0.75% | 49,000 | Common | SOLE |
| 665809109 | NTIC | NORTHERN TECHNOLOGIES INTL C | $1.7M | 0.74% | 206,259 | Common | SOLE |
| 719405102 | PLAB | PHOTRONICS INC | $1.5M | 0.66% | 37,567 | Common | SOLE |
| 032037103 | AP | AMPCO-PITTSBURG CORP | $1.4M | 0.63% | 214,850 | Common | SOLE |
| H00501108 | AEBI | AEBI SCHMIDT HLDG AG | $1.3M | 0.58% | 137,409 | Common | SOLE |
| 749360400 | RCMT | RCM TECHNOLOGIES INC | $1.2M | 0.53% | 64,126 | Common | SOLE |
| 80517M109 | SVV | SAVERS VALUE VLG INC | $1.2M | 0.50% | 154,816 | Common | SOLE |
| 901476101 | TWIN | TWIN DISC INC | $873,442 | 0.38% | 57,959 | Common | SOLE |
| 87876P201 | TGEN | TECOGEN INC NEW | $746,765 | 0.32% | 291,705 | Common | SOLE |
| 69120X206 | OWLT | OWLET INC | $706,478 | 0.31% | 137,447 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $620,109 | 0.27% | 3,562 | Common | SOLE |
| 81728J109 | SRTS | SENSUS HEALTHCARE INC | $606,624 | 0.26% | 152,418 | Common | SOLE |
| 416906105 | HBIOUSD | HARVARD BIOSCIENCE INC | $577,205 | 0.25% | 118,522 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $431,658 | 0.19% | 9,311 | Common | SOLE |
| 19188U206 | CODA | CODA OCTOPUS GROUP INC | $274,703 | 0.12% | 24,310 | 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.