Institutional
Meros Investment Management, LP
CIK 0001911372
$230.7M
Reported AUM
52
Positions
Q1 2026
Period
2026-05-14
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DCO | DUCOMMUN INC DEL | $149.89 | -0.17% | 103.19% | 177.83% | $15.6M | 6.78% | −46,275 | −26.5% |
| 2 | WTTR | SELECT WATER SOLUTIONS INC | $18.01 | -6.25% | 108.43% | 233.51% | $14.0M | 6.06% | −25,934 | −2.8% |
| 3 | NVRI | ENVIRI CORP | $20.34 | 5.40% | 135.37% | -4.08% | $12.3M | 5.32% | −17,797 | −2.8% |
| 4 | THR | THERMON GROUP HLDGS INC | $61.14 | -8.49% | 120.01% | 266.99% | $12.2M | 5.27% | −98,212 | −28.9% |
| 5 | MGNI | MAGNITE INC | $14.69 | 0.07% | -16.59% | -51.55% | $11.8M | 5.11% | +166,756 | +20.2% |
| 6 | COHU | COHU INC | $49.81 | -10.86% | 172.78% | 40.67% | $8.4M | 3.66% | −79,786 | −22.4% |
| 7 | SEI | SOLARIS OILFIELD INFRASTRUCT | $69.39 | -9.07% | 134.66% | 857.05% | $8.1M | 3.52% | −20,553 | −12.5% |
| 8 | ARHS | ARHAUS INC | $6.33 | -4.67% | -24.18% | -48.12% | $8.1M | 3.51% | +373,739 | +45.5% |
| 9 | AMPL | AMPLITUDE | $7.66 | -1.16% | -39.87% | -89.69% | $7.9M | 3.44% | +301,952 | +35.0% |
| 10 | INDI | INDIE SEMICONDUCTOR INC | $4.05 | -15.62% | 41.11% | -53.34% | $6.6M | 2.87% | −58,530 | −2.8% |
| 11 | SCVL | SHOE CARNIVAL INC | $16.33 | -5.00% | -9.56% | -45.63% | $6.6M | 2.86% | +7,970 | +1.9% |
| 12 | KRUS | KURA SUSHI USA INC | $45.98 | 0.88% | -42.15% | -6.25% | $6.3M | 2.74% | −35,580 | −28.2% |
| 13 | MLAB | MESA LABS INC | $103.89 | -4.80% | 0.67% | -63.82% | $6.0M | 2.61% | −16,985 | −20.0% |
| 14 | SLP | SIMULATIONS PLUS INC | $16.00 | 0.76% | -42.36% | -65.73% | $5.9M | 2.56% | +160,775 | +47.4% |
| 15 | BBW | BUILD-A-BEAR WORKSHOP INC | $33.97 | -4.90% | -27.77% | 165.79% | $5.7M | 2.47% | +5,170 | +3.5% |
| 16 | MBUU | MALIBU BOATS INC | $26.39 | -2.51% | -16.17% | -68.46% | $5.6M | 2.42% | +57,319 | +36.3% |
| 17 | AZTA | AZENTA INC | $22.69 | -0.66% | -21.08% | -74.46% | $5.2M | 2.25% | +78,812 | +47.2% |
| 18 | PHR | PHRESSIA INC | $9.37 | -1.78% | -64.42% | -86.04% | $5.2M | 2.24% | +137,466 | +28.7% |
| 19 | CYRX | CRYOPORT INC | $15.88 | 1.15% | 124.29% | -74.56% | $5.0M | 2.19% | −17,354 | −2.8% |
| 20 | WNC | WABASH NATL CORP | $7.34 | -8.36% | -19.11% | -44.36% | $4.7M | 2.05% | −15,582 | −2.8% |
| 21 | INFU | INFUSYSTEM HLDGS INC | $9.24 | 1.32% | 51.23% | -49.37% | $4.3M | 1.88% | −28,581 | −5.7% |
| 22 | MDXG | MIMEDX INDS INC TENN | $3.74 | 0.00% | -42.37% | -69.49% | $4.3M | 1.87% | −233,009 | −17.6% |
| 23 | TILE | INTERFACE INC | $30.82 | 2.26% | 50.20% | 112.41% | $4.2M | 1.82% | −4,822 | −2.8% |
| 24 | AIV | APARTMENT INVT & MGMT CO | $3.03 | -0.98% | -2.70% | 25.04% | $3.9M | 1.71% | −27,557 | −2.8% |
| 25 | WERN | WERNER ENTERPRISES INC | $43.46 | 0.53% | 63.93% | 4.50% | $3.8M | 1.66% | +56,586 | +76.9% |
| 26 | BXC | BLUELINX HLDGS INC | $50.30 | -2.61% | -25.34% | 17.09% | $3.8M | 1.65% | −11,996 | −14.6% |
| 27 | PACK | RANPAK HOLDINGS CORP | $6.79 | -1.31% | 86.54% | -73.50% | $3.5M | 1.53% | −128,909 | −11.5% |
| 28 | WEAV | WEAVE COMMUNICATIONS INC | $5.65 | -0.70% | -42.58% | -62.52% | $3.5M | 1.51% | +183,521 | +32.1% |
| 29 | OPRT | OPORTUN FINL CORP | $4.76 | 0.32% | -32.43% | -77.47% | $3.3M | 1.45% | +726,385 | NEW |
| 30 | KRMD | KORU MEDICAL SYSTEMS INC | $3.99 | 1.53% | 27.60% | 15.25% | $3.3M | 1.42% | −21,935 | −2.8% |
| 31 | HURC | HURCO CO | $20.98 | -0.71% | — | — | $3.1M | 1.35% | −6,149 | −2.8% |
| 32 | INMD | INMODE LTD | $13.54 | -0.59% | — | — | $3.1M | 1.34% | −178,388 | −44.1% |
| 33 | PSIX | POWER SOLUTIONS INTL INC | $38.52 | 2.42% | — | — | $2.4M | 1.04% | +39,266 | NEW |
| 34 | MASS | 908 DEVICES INC | $8.20 | 3.40% | — | — | $2.2M | 0.96% | +14,703 | +4.2% |
| 35 | BVS | BIOVENTUS INC | $9.03 | -0.11% | — | — | $1.9M | 0.82% | −107,440 | −34.1% |
| 36 | PPIH | PERMA-PIPE INTL HLDGS INC | $31.15 | -4.59% | — | — | $1.9M | 0.80% | +62,298 | NEW |
| 37 | CBRL | CRACKER BARREL OLD CTRY STOR | $33.66 | 0.36% | — | — | $1.8M | 0.79% | +65,000 | NEW |
| 38 | BJRI | BJS RESTAURANTS INC | $43.04 | 0.33% | — | — | $1.7M | 0.75% | +49,000 | NEW |
| 39 | NTIC | NORTHERN TECHNOLOGIES INTL C | $8.00 | 1.52% | — | — | $1.7M | 0.74% | −6,114 | −2.9% |
| 40 | PLAB | PHOTRONICS INC | $29.15 | -7.52% | — | — | $1.5M | 0.66% | −70,437 | −65.2% |
| 41 | AP | AMPCO-PITTSBURG CORP | $9.76 | -11.59% | — | — | $1.4M | 0.63% | +214,850 | NEW |
| 42 | AEBI | AEBI SCHMIDT HLDG AG | $11.51 | -5.35% | — | — | $1.3M | 0.58% | −3,913 | −2.8% |
| 43 | RCMT | RCM TECHNOLOGIES INC | $23.78 | -0.42% | — | — | $1.2M | 0.53% | −1,825 | −2.8% |
| 44 | SVV | SAVERS VALUE VLG INC | $9.25 | 2.89% | — | — | $1.2M | 0.50% | +154,816 | NEW |
| 45 | TWIN | TWIN DISC INC | $19.61 | -1.51% | — | — | $873K | 0.38% | +3,352 | +6.1% |
| 46 | TGEN | TECOGEN INC NEW | $5.74 | -16.81% | — | — | $747K | 0.32% | +291,705 | NEW |
| 47 | OWLT | OWLET INC | $4.70 | 0.75% | — | — | $706K | 0.31% | +57,042 | +70.9% |
| 48 | DAVE | DAVE INC | $264.39 | 2.38% | — | — | $620K | 0.27% | −105 | −2.9% |
| 49 | SRTS | SENSUS HEALTHCARE INC | $2.74 | 1.44% | — | — | $607K | 0.26% | −4,321 | −2.8% |
| 50 | HBIOUSD | HARVARD BIOSCIENCE INC | — | — | — | — | $577K | 0.25% | −1,099,106 | −90.3% |
| 51 | VSCO | VICTORIAS SECRET AND CO | $74.60 | 2.08% | — | — | $432K | 0.19% | −268 | −2.8% |
| 52 | CODA | CODA OCTOPUS GROUP INC | $11.90 | 0.85% | — | — | $275K | 0.12% | +24,310 | NEW |
| 53 | EMBC | EMBECTA CORP | $3.35 | -0.89% | — | — | — | — | −231,244 | EXITED |
| 54 | JBI | JANUS INTERNATIONAL GROUP INC | $5.10 | 0.79% | — | — | — | — | −322,271 | EXITED |
| 55 | ICHR | ICHOR HOLDINGS | $62.91 | -11.47% | — | — | — | — | −75,807 | EXITED |
| 56 | SNCY | SUN CTRY AIRLS HLDGS INC | $16.17 | 0.00% | — | — | — | — | −79,844 | EXITED |
| 57 | BLFS | BIOLIFE SOLUTIONS INC | $26.65 | -1.62% | — | — | — | — | −28,454 | EXITED |
Source: SEC EDGAR · accession 0001911372-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.