Meros Investment Management, Lp Portfolio Stock Holdings
Meros Investment Management, Lp disclosed 52 stock positions valued at approximately $230.7 million in its latest SEC 13F filing. The largest holdings include DUCOMMUN INC DEL, SELECT WATER SOLUTIONS INC, and ENVIRI CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 52
- Portfolio Value
- $230.7M
Holdings by Sector
Meros Investment Management, Lp Portfolio Holdings in Q1 2026
49 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DUCOMMUN INC DEL | DCO | Industrials | 6.78% | 128,210 | -46,275 | -26.52% | $15,641,620 |
| SELECT WATER SOLUTIONS INC | WTTR | Energy | 6.06% | 913,923 | -25,934 | -2.76% | $13,983,022 |
| ENVIRI CORP | NVRI | Industrials | 5.32% | 625,852 | -17,797 | -2.77% | $12,279,216 |
| THERMON GROUP HLDGS INC | THR | Industrials | 5.27% | 241,463 | -98,212 | -28.91% | $12,169,735 |
| MAGNITE INC | MGNI | Communication Services | 5.11% | 992,351 | +166,756 | +20.20% | $11,789,130 |
| COHU INC | COHU | Technology | 3.66% | 275,958 | -79,786 | -22.43% | $8,449,834 |
| SOLARIS OILFIELD INFRASTRUCT | SOI | Other | 3.52% | 143,771 | -20,553 | -12.51% | $8,124,499 |
| ARHAUS INC | ARHS | Consumer Cyclical | 3.51% | 1,195,473 | +373,739 | +45.48% | $8,105,307 |
| AMPLITUDE | AMPL | Technology | 3.44% | 1,163,826 | +301,952 | +35.03% | $7,937,293 |
| INDIE SEMICONDUCTOR INC | INDI | Technology | 2.87% | 2,054,442 | -58,530 | -2.77% | $6,615,303 |
| SHOE CARNIVAL INC | SCVL | Consumer Cyclical | 2.86% | 423,080 | +7,970 | +1.92% | $6,595,817 |
| KURA SUSHI USA INC | KRUS | Consumer Cyclical | 2.74% | 90,676 | -35,580 | -28.18% | $6,328,278 |
| MESA LABS INC | MLAB | Technology | 2.61% | 68,032 | -16,985 | -19.98% | $6,015,389 |
| SIMULATIONS PLUS INC | SLP | Healthcare | 2.56% | 500,017 | +160,775 | +47.39% | $5,910,201 |
| BUILD-A-BEAR WORKSHOP INC | BBW | Consumer Cyclical | 2.47% | 152,126 | +5,170 | +3.52% | $5,697,119 |
| MALIBU BOATS INC | MBUU | Consumer Cyclical | 2.42% | 215,194 | +57,319 | +36.31% | $5,577,828 |
| AZENTA INC | AZTA | Healthcare | 2.25% | 245,657 | +78,812 | +47.24% | $5,190,732 |
| PHRESSIA INC | PHR | Healthcare | 2.24% | 615,740 | +137,466 | +28.74% | $5,159,901 |
| CRYOPORT INC | CYRX | Industrials | 2.19% | 609,073 | -17,354 | -2.77% | $5,043,124 |
| WABASH NATL CORP | WNC | Industrials | 2.05% | 548,037 | -15,582 | -2.76% | $4,724,079 |
| INFUSYSTEM HLDGS INC | INFU | Healthcare | 1.88% | 469,408 | -28,581 | -5.74% | $4,332,636 |
| MIMEDX INDS INC TENN | MDXG | Healthcare | 1.87% | 1,093,028 | -233,009 | -17.57% | $4,317,461 |
| INTERFACE INC | TILE | Industrials | 1.82% | 168,968 | -4,822 | -2.77% | $4,210,683 |
| APARTMENT INVT & MGMT CO | AIV | Real Estate | 1.71% | 968,124 | -27,557 | -2.77% | $3,940,265 |
| WERNER ENTERPRISES INC | WERN | Industrials | 1.66% | 130,157 | +56,586 | +76.91% | $3,827,917 |
| BLUELINX HLDGS INC | BXC | Industrials | 1.65% | 70,270 | -11,996 | -14.58% | $3,807,229 |
| RANPAK HOLDINGS CORP | PACK | Consumer Cyclical | 1.53% | 987,489 | -128,909 | -11.55% | $3,525,336 |
| WEAVE COMMUNICATIONS INC | WEAV | Healthcare | 1.51% | 755,404 | +183,521 | +32.09% | $3,489,966 |
| OPORTUN FINL CORP | OPRT | Financial Services | 1.45% | 726,385 | +726,385 | +100.00% | $3,348,635 |
| KORU MEDICAL SYSTEMS INC | KRMD | Healthcare | 1.42% | 760,451 | -21,935 | -2.80% | $3,285,148 |
| HURCO CO | HURC | Industrials | 1.35% | 211,539 | -6,149 | -2.82% | $3,111,739 |
| INMODE LTD | M5425M103 | Other | 1.34% | 226,065 | -178,388 | -44.11% | $3,092,569 |
| 908 DEVICES INC | MASS | Healthcare | 0.96% | 361,738 | +14,703 | +4.24% | $2,213,837 |
| BIOVENTUS INC | BVS | Healthcare | 0.82% | 207,720 | -107,440 | -34.09% | $1,896,484 |
| PERMA-PIPE INTL HLDGS INC | PPIH | Industrials | 0.80% | 62,298 | +62,298 | +100.00% | $1,857,103 |
| CRACKER BARREL OLD CTRY STOR | CBRL | Consumer Cyclical | 0.79% | 65,000 | +65,000 | +100.00% | $1,827,150 |
| BJS RESTAURANTS INC | BJRI | Consumer Cyclical | 0.75% | 49,000 | +49,000 | +100.00% | $1,719,900 |
| NORTHERN TECHNOLOGIES INTL C | NTIC | Basic Materials | 0.74% | 206,259 | -6,114 | -2.88% | $1,699,574 |
| PHOTRONICS INC | PLAB | Technology | 0.66% | 37,567 | -70,437 | -65.22% | $1,518,082 |
| AMPCO-PITTSBURG CORP | AP | Industrials | 0.63% | 214,850 | +214,850 | +100.00% | $1,443,792 |
| RCM TECHNOLOGIES INC | RCMT | Industrials | 0.53% | 64,126 | -1,825 | -2.77% | $1,227,372 |
| SAVERS VALUE VLG INC | SVV | Consumer Cyclical | 0.50% | 154,816 | +154,816 | +100.00% | $1,151,831 |
| TWIN DISC INC | TWIN | Industrials | 0.38% | 57,959 | +3,352 | +6.14% | $873,442 |
| OWLET INC | OWLT | Healthcare | 0.31% | 137,447 | +57,042 | +70.94% | $706,478 |
| DAVE INC | DAVE | Technology | 0.27% | 3,562 | -105 | -2.86% | $620,109 |
| SENSUS HEALTHCARE INC | SRTS | Healthcare | 0.26% | 152,418 | -4,321 | -2.76% | $606,624 |
| HARVARD BIOSCIENCE INC | HBIO | Healthcare | 0.25% | 118,522 | -1,099,106 | -90.27% | $577,205 |
| VICTORIAS SECRET AND CO | VSCO | Consumer Cyclical | 0.19% | 9,311 | -268 | -2.80% | $431,658 |
| CODA OCTOPUS GROUP INC | CODA | Industrials | 0.12% | 24,310 | +24,310 | +100.00% | $274,703 |