Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Meros Investment Management, LP (CIK 1911372) reported $230.7M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DCO ($15.6M, 6.78%), WTTR ($14.0M, 6.06%), NVRI ($12.3M, 5.32%), THR ($12.2M, 5.27%), MGNI ($11.8M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DCO | DUCOMMUN INC DEL | $15.6M | 6.78% | 128,210 | Trimmed |
| 2 | WTTR | SELECT WATER SOLUTIONS INC | $14.0M | 6.06% | 913,923 | Trimmed |
| 3 | NVRI | ENVIRI CORP | $12.3M | 5.32% | 625,852 | Trimmed |
| 4 | THR | THERMON GROUP HLDGS INC | $12.2M | 5.27% | 241,463 | Trimmed |
| 5 | MGNI | MAGNITE INC | $11.8M | 5.11% | 992,351 | Added |
| 6 | COHU | COHU INC | $8.4M | 3.66% | 275,958 | Trimmed |
| 7 | SOI | SOLARIS OILFIELD INFRASTRUCT | $8.1M | 3.52% | 143,771 | Trimmed |
| 8 | ARHS | ARHAUS INC | $8.1M | 3.51% | 1.2M | Added |
| 9 | AMPL | AMPLITUDE | $7.9M | 3.44% | 1.2M | Added |
| 10 | INDI | INDIE SEMICONDUCTOR INC | $6.6M | 2.87% | 2.1M | Trimmed |
| 11 | SCVL | SHOE CARNIVAL INC | $6.6M | 2.86% | 423,080 | Added |
| 12 | KRUS | KURA SUSHI USA INC | $6.3M | 2.74% | 90,676 | Trimmed |
| 13 | MLAB | MESA LABS INC | $6.0M | 2.61% | 68,032 | Trimmed |
| 14 | SLP | SIMULATIONS PLUS INC | $5.9M | 2.56% | 500,017 | Added |
| 15 | BBW | BUILD-A-BEAR WORKSHOP INC | $5.7M | 2.47% | 152,126 | Added |
| 16 | MBUU | MALIBU BOATS INC | $5.6M | 2.42% | 215,194 | Added |
| 17 | AZTA | AZENTA INC | $5.2M | 2.25% | 245,657 | Added |
| 18 | PHR | PHRESSIA INC | $5.2M | 2.24% | 615,740 | Added |
| 19 | CYRX | CRYOPORT INC | $5.0M | 2.19% | 609,073 | Trimmed |
| 20 | WNC | WABASH NATL CORP | $4.7M | 2.05% | 548,037 | Trimmed |
| 21 | INFU | INFUSYSTEM HLDGS INC | $4.3M | 1.88% | 469,408 | Trimmed |
| 22 | MDXG | MIMEDX INDS INC TENN | $4.3M | 1.87% | 1.1M | Trimmed |
| 23 | TILE | INTERFACE INC | $4.2M | 1.82% | 168,968 | Trimmed |
| 24 | AIV | APARTMENT INVT & MGMT CO | $3.9M | 1.71% | 968,124 | Trimmed |
| 25 | WERN | WERNER ENTERPRISES INC | $3.8M | 1.66% | 130,157 | Added |
Source: SEC Form 13F filings · as of 2026-03-31