Meros Investment Management, LP 13F Holdings

CIK 0001911372 · DALLAS, TX

As of Sep 30, 2025, Meros Investment Management, LP reported 43 positions worth $234.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DUCOMMUN INC DELDCO—166,540 6.0M6.83%
PLYMOUTH INDUSTRIAL REIT INCPLYMReal Estate655,075 4.6M6.24%
MAGNITE INCMGNICommunication Services613,828 3.4M5.71%
SOLARIS ENERGY INFRASTRUCTURE INCSEIEnergy291,738 1.7M4.98%
PHOTRONICS INCPLABTechnology504,808 1.6M4.95%
SELECT WATER SOLUTIONS INCWTTRBasic Materials900,386$9.6M4.11%
THERMON GROUP HLDGS INCTHRIndustrials352,001$9.4M4.02%
MIMEDX GROUP INCMDXGHealthcare1,270,357$8.9M3.79%
AMPLITUDE INCAMPLTechnology765,095$8.2M3.50%
INDIE SEMICONDUCTOR INCINDITechnology1,994,818$8.1M3.47%
ENVIRI CORPNVRIIndustrials637,241$8.1M3.45%
PHREESIA INCPHRHealthcare322,137$7.6M3.23%
APARTMENT INVESTMENT & MANAGEMENT COAIVReal Estate954,181$7.6M3.23%
EMBECTA CORPEMBCHealthcare484,772$6.8M2.92%
COHU INCCOHUTechnology328,988$6.7M2.86%
WABASH NATIONAL CORPWNCIndustrials645,448$6.4M2.72%
RANPAK HOLDINGS CORPPACKConsumer Cyclical1,071,555$6.0M2.57%
BLUELINX HOLDINGS INCBXCIndustrials78,881$5.8M2.46%
INMODE LTDINMDHealthcare367,587$5.5M2.34%
CRYOPORT INCCYRXIndustrials549,740$5.2M2.22%
MESA LABORATORIES INCMLABTechnology76,477$5.1M2.19%
ARHAUS INCARHSConsumer Cyclical480,157$5.1M2.18%
INFUSYSTEM HOLDINGS INCINFUHealthcare477,278$4.9M2.11%
INTERFACE INCTILEBasic Materials166,576$4.8M2.06%
AZENTA INCAZTAHealthcare159,945$4.6M1.96%