Meros Investment Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Meros Investment Management, Lp disclosed 50 stock positions valued at approximately $315.16M as of quarter-end June 30, 2026. The largest holdings include DUCOMMUN INC DEL, MAGNITE INC, and SELECT WATER SOLUTIONS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 50
- Portfolio Value
- $315.16M
Holdings by Sector
Meros Investment Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DUCOMMUN INC DEL | DCO | Industrials | 6.96% | 118,423 | -9,787 | -7.63% | $21,933,124 |
| MAGNITE INC | MGNI | Communication Services | 5.97% | 991,335 | -1,016 | -0.10% | $18,815,538 |
| SELECT WATER SOLUTIONS INC | WTTR | Energy | 5.79% | 912,982 | -941 | -0.10% | $18,241,380 |
| ARHAUS INC | ARHS | Consumer Cyclical | 4.49% | 1,680,568 | +485,095 | +40.58% | $14,150,383 |
| COHU INC | COHU | Technology | 4.47% | 190,686 | -85,272 | -30.90% | $14,093,602 |
| WERNER ENTERPRISES INC | WERN | Industrials | 3.87% | 279,870 | +149,713 | +115.02% | $12,205,131 |
| CRYOPORT INC | CYRX | Industrials | 3.70% | 743,312 | +134,239 | +22.04% | $11,669,998 |
| MALIBU BOATS INC | MBUU | Consumer Cyclical | 3.13% | 359,568 | +144,374 | +67.09% | $9,862,950 |
| SOLARIS OILFIELD INFRASTRUCT | SOI | Other | 3.03% | 118,634 | -25,137 | -17.48% | $9,545,292 |
| BJS RESTAURANTS INC | BJRI | Consumer Cyclical | 2.77% | 143,493 | +94,493 | +192.84% | $8,715,047 |
| KURA SUSHI USA INC | KRUS | Consumer Cyclical | 2.70% | 147,676 | +57,000 | +62.86% | $8,500,231 |
| CRACKER BARREL OLD CTRY STOR | CBRL | Consumer Cyclical | 2.69% | 159,326 | +94,326 | +145.12% | $8,492,076 |
| ALLEGIANT TRAVEL CO | ALGT | Industrials | 2.61% | 69,928 | +69,928 | +100.00% | $8,223,533 |
| PHOTRONICS INC | PLAB | Technology | 2.45% | 237,567 | +200,000 | +532.38% | $7,728,055 |
| HEALTHCARE SVCS GROUP INC | HCSG | Healthcare | 2.26% | 289,597 | +289,597 | +100.00% | $7,112,502 |
| INTERFACE INC | TILE | Industrials | 2.15% | 188,776 | +19,808 | +11.72% | $6,765,732 |
| MESA LABS INC | MLAB | Technology | 2.15% | 67,962 | -70 | -0.10% | $6,765,617 |
| TAT TECHNOLOGIES LTD | TATT | Industrials | 2.11% | 137,880 | +137,880 | +100.00% | $6,649,952 |
| OPORTUN FINL CORP | OPRT | Financial Services | 2.04% | 1,125,231 | +398,846 | +54.91% | $6,425,069 |
| ENVIRI CORP | NVRI | Industrials | 2.01% | 288,617 | -337,235 | -53.88% | $6,335,143 |
| AMPLITUDE | AMPL | Technology | 2.01% | 827,977 | -335,849 | -28.86% | $6,334,024 |
| CECO ENVIRONMENTAL CORP | CECO | Industrials | 1.96% | 68,066 | +68,066 | +100.00% | $6,176,309 |
| AEBI SCHMIDT HLDG AG | AEBI | Other | 1.80% | 451,816 | +314,407 | +228.81% | $5,670,291 |
| AZENTA INC | AZTA | Healthcare | 1.78% | 220,431 | -25,226 | -10.27% | $5,625,399 |
| BLUELINX HLDGS INC | BXC | Industrials | 1.71% | 87,181 | +16,911 | +24.07% | $5,394,760 |
| SAVERS VALUE VLG INC | SVV | Consumer Cyclical | 1.69% | 527,422 | +372,606 | +240.68% | $5,321,688 |
| RANPAK HOLDINGS CORP | PACK | Consumer Cyclical | 1.66% | 717,764 | -269,725 | -27.31% | $5,246,855 |
| POWER SOLUTIONS INTL INC | PSIX | Other | 1.60% | 129,266 | +90,000 | +229.21% | $5,027,155 |
| HURCO CO | HURC | Industrials | 1.54% | 211,318 | -221 | -0.10% | $4,838,126 |
| ATRICURE INC | ATRC | Healthcare | 1.51% | 170,000 | +170,000 | +100.00% | $4,756,600 |
Showing 30 of 50 holdings in the latest reporting period.