Funds › Meros Investment Management, LP
Meros Investment Management, LP
13F for Q2 2026, filed Aug 14, 2026. 50 positions worth $315.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$315.2M
+$84.4M (36.6%) vs Q1 2026
Positions
50
52 in Q1 2026
Top 10 share
44.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | DCO Ducommun Incorporated | 118,423 | $21.9M | 7.0% | -7.6% | 13F ↗ |
| 2 | MGNI Magnite, Inc. | 991,335 | $18.8M | 6.0% | -0.1% | 13F ↗ |
| 3 | WTTR Select Water Solutions, Inc. | 912,982 | $18.2M | 5.8% | -0.1% | 13F ↗ |
| 4 | ARHS Arhaus, Inc. | 1.68M | $14.2M | 4.5% | +40.6% | 13F ↗ |
| 5 | COHU Cohu, Inc. | 190,686 | $14.1M | 4.5% | -30.9% | 13F ↗ |
| 6 | WERN Werner Enterprises, Inc. | 279,870 | $12.2M | 3.9% | +115% | 13F ↗ |
| 7 | CYRX CryoPort, Inc. | 743,312 | $11.7M | 3.7% | +22.0% | 13F ↗ |
| 8 | MBUU Malibu Boats, Inc. | 359,568 | $9.9M | 3.1% | +67.1% | 13F ↗ |
| 9 | SEI Solaris Energy Infrastructure, Inc. | 118,634 | $9.5M | 3.0% | -17.5% | 13F ↗ |
| 10 | BJRI BJ's Restaurants, Inc. | 143,493 | $8.7M | 2.8% | +193% | 13F ↗ |
| 11 | KRUS Kura Sushi USA, Inc. | 147,676 | $8.5M | 2.7% | +62.9% | 13F ↗ |
| 12 | CBRL Cracker Barrel Old Country Store, Inc. | 159,326 | $8.5M | 2.7% | +145% | 13F ↗ |
| 13 | ALGT Allegiant Travel Company | 69,928 | $8.2M | 2.6% | New | 13F ↗ |
| 14 | PLAB Photronics, Inc. | 237,567 | $7.7M | 2.5% | +532% | 13F ↗ |
| 15 | HCSG Healthcare Services Group, Inc. | 289,597 | $7.1M | 2.3% | New | 13F ↗ |
| 16 | TILE Interface, Inc. | 188,776 | $6.8M | 2.1% | +11.7% | 13F ↗ |
| 17 | MLAB Mesa Laboratories, Inc. | 67,962 | $6.8M | 2.1% | -0.1% | 13F ↗ |
| 18 | TATT TAT Technologies Ltd. | 137,880 | $6.6M | 2.1% | New | 13F ↗ |
| 19 | OPRT Oportun Financial Corporation | 1.13M | $6.4M | 2.0% | +54.9% | 13F ↗ |
| 20 | Enviri Corp | 288,617 | $6.3M | 2.0% | -53.9% | 13F ↗ |
| 21 | AMPL Amplitude, Inc. | 827,977 | $6.3M | 2.0% | -28.9% | 13F ↗ |
| 22 | CECO CECO Environmental Corp. | 68,066 | $6.2M | 2.0% | New | 13F ↗ |
| 23 | AEBI Aebi Schmidt Holding AG | 451,816 | $5.7M | 1.8% | +229% | 13F ↗ |
| 24 | AZTA Azenta, Inc. | 220,431 | $5.6M | 1.8% | -10.3% | 13F ↗ |
| 25 | BXC Bluelinx Holdings Inc. | 87,181 | $5.4M | 1.7% | +24.1% | 13F ↗ |
| 26 | SVV Savers Value Village, Inc. | 527,422 | $5.3M | 1.7% | +241% | 13F ↗ |
| 27 | PACK Ranpak Holdings Corp | 717,764 | $5.2M | 1.7% | -27.3% | 13F ↗ |
| 28 | PSIX Power Solutions International, Inc. | 129,266 | $5.0M | 1.6% | +229% | 13F ↗ |
| 29 | HURC Hurco Companies, Inc. | 211,318 | $4.8M | 1.5% | -0.1% | 13F ↗ |
| 30 | ATRC AtriCure, Inc. | 170,000 | $4.8M | 1.5% | New | 13F ↗ |
| 31 | INFU InfuSystems Holdings, Inc. | 468,934 | $4.5M | 1.4% | -0.1% | 13F ↗ |
| 32 | MDXG MiMedx Group, Inc | 1.12M | $4.3M | 1.4% | +2.6% | 13F ↗ |
| 33 | PPIH Perma-Pipe International Holdings, Inc. | 132,163 | $3.6M | 1.1% | +112% | 13F ↗ |
| 34 | INDI indie Semiconductor, Inc. | 778,644 | $3.5M | 1.1% | -62.1% | 13F ↗ |
| 35 | WEAV Weave Communications Inc | 554,836 | $3.3M | 1.1% | -26.6% | 13F ↗ |
| 36 | KRMD KORU Medical Systems, Inc. | 759,664 | $3.2M | 1.0% | -0.1% | 13F ↗ |
| 37 | MASS 908 Devices Inc. | 361,368 | $3.1M | 1.0% | -0.1% | 13F ↗ |
| 38 | AIV Apartment Investment and Management Company · Reit | 967,132 | $2.9M | 0.9% | -0.1% | 13F ↗ |
| 39 | CODA Coda Octopus Group, Inc. | 254,310 | $2.5M | 0.8% | +946% | 13F ↗ |
| 40 | Simulations Plus Inc | 130,229 | $2.4M | 0.8% | -74.0% | 13F ↗ |
| 41 | AP Ampco-Pittsburgh Corporation | 239,910 | $2.1M | 0.7% | +11.7% | 13F ↗ |
| 42 | OWLT Owlet, Inc. | 327,112 | $1.9M | 0.6% | +138% | 13F ↗ |
| 43 | STAA STAAR Surgical Company | 65,000 | $1.9M | 0.6% | New | 13F ↗ |
| 44 | TWIN Twin Disc, Incorporated | 80,377 | $1.9M | 0.6% | +38.7% | 13F ↗ |
| 45 | TGEN Tecogen Inc. | 353,487 | $1.8M | 0.6% | +21.2% | 13F ↗ |
| 46 | RCMT RCM Technologies, Inc. | 59,066 | $1.7M | 0.5% | -7.9% | 13F ↗ |
| 47 | OPXS Optex Systems Holdings, Inc. | 95,312 | $1.3M | 0.4% | New | 13F ↗ |
| 48 | Harvard Bioscience Inc | 182,992 | $1.1M | 0.4% | +54.4% | 13F ↗ |
| 49 | VSXY Victorias Secret & Co. | 9,302 | $776.5K | 0.2% | -0.1% | 13F ↗ |
| 50 | DAVE Dave Inc. | 2,060 | $767.5K | 0.2% | -42.2% | 13F ↗ |
Changes since Q1 2026
7 new, 22 added to, 21 trimmed, 9 exited, 0 unchanged. By estimated dollars.
New positions (7)
| ALGT Allegiant Travel Company | 69,928 | New | $8.2M |
| HCSG Healthcare Services Group, Inc. | 289,597 | New | $7.1M |
| TATT TAT Technologies Ltd. | 137,880 | New | $6.6M |
| CECO CECO Environmental Corp. | 68,066 | New | $6.2M |
| ATRC AtriCure, Inc. | 170,000 | New | $4.8M |
| STAA STAAR Surgical Company | 65,000 | New | $1.9M |
| OPXS Optex Systems Holdings, Inc. | 95,312 | New | $1.3M |
Added to (22)
| WERN Werner Enterprises, Inc. | 279,870 | +115% | $6.5M |
| PLAB Photronics, Inc. | 237,567 | +532% | $6.5M |
| BJRI BJ's Restaurants, Inc. | 143,493 | +193% | $5.7M |
| CBRL Cracker Barrel Old Country Store, Inc. | 159,326 | +145% | $5.0M |
| ARHS Arhaus, Inc. | 1.68M | +40.6% | $4.1M |
| MBUU Malibu Boats, Inc. | 359,568 | +67.1% | $4.0M |
| AEBI Aebi Schmidt Holding AG | 451,816 | +229% | $3.9M |
| SVV Savers Value Village, Inc. | 527,422 | +241% | $3.8M |
| PSIX Power Solutions International, Inc. | 129,266 | +229% | $3.5M |
| KRUS Kura Sushi USA, Inc. | 147,676 | +62.9% | $3.3M |
Trimmed (21)
| Enviri Corp | 288,617 | -53.9% | -$7.4M |
| Simulations Plus Inc | 130,229 | -74.0% | -$6.8M |
| COHU Cohu, Inc. | 190,686 | -30.9% | -$6.3M |
| INDI indie Semiconductor, Inc. | 778,644 | -62.1% | -$5.7M |
| AMPL Amplitude, Inc. | 827,977 | -28.9% | -$2.6M |
| SEI Solaris Energy Infrastructure, Inc. | 118,634 | -17.5% | -$2.0M |
| PACK Ranpak Holdings Corp | 717,764 | -27.3% | -$2.0M |
| DCO Ducommun Incorporated | 118,423 | -7.6% | -$1.8M |
| WEAV Weave Communications Inc | 554,836 | -26.6% | -$1.2M |
| AZTA Azenta, Inc. | 220,431 | -10.3% | -$643.8K |
Exited (9)
| Thermon Group Holdings Inc | 241,463 | Exited | -$12.2M |
| SHOE Shoe Station Group, Inc. | 423,080 | Exited | -$6.6M |
| BBW Build-A-Bear Workshop, Inc. | 152,126 | Exited | -$5.7M |
| PHR Phreesia, Inc. | 615,740 | Exited | -$5.2M |
| WNC Wabash National Corporation | 548,037 | Exited | -$4.7M |
| INMD InMode Ltd. | 226,065 | Exited | -$3.1M |
| BVS Bioventus Inc. | 207,720 | Exited | -$1.9M |
| NTIC Northern Technologies International Corporation | 206,259 | Exited | -$1.7M |
| SRTS Sensus Healthcare, Inc. | 152,418 | Exited | -$606.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer