Meros Investment Management, LP

data from 30/09/2025

Capitalization

$ 234.241 M 11.17 %

Average holding period

8 ans

Performance

$ -16.797 M -10.82 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Meros Investment Management, LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 DCO DUCOMMUN INC DEL 6.83% 16.009 M $ 166540 2021/12/31 2.331 M $ 16.34 %
2025/09/30 PLYM PLYMOUTH INDL REIT INC 6.24% 14.628 M $ 655075 2022/06/30 4.123 M $ 39.04 %
2025/09/30 MGNI MAGNITE INC 5.71% 13.369 M $ 613828 2021/12/31 -1.643 M $ -9.70 %
2025/09/30 SEI SOLARIS OILFIELD INFRASTRUCT 4.98% 11.661 M $ 291738 2022/12/31 3.536 M $ 41.29 %
2025/09/30 PLAB PHOTRONICS INC 4.95% 11.585 M $ 504808 2021/12/31 2.300 M $ 21.88 %
2025/09/30 WTTR SELECT WATER SOLUTIONS INC 4.11% 9.625 M $ 900386 2022/12/31 1.603 M $ 23.73 %
2025/09/30 THR THERMON GROUP HLDGS INC 4.02% 9.405 M $ 352001 2023/09/30 -384.410 K $ -4.84 %
2025/09/30 MDXG MIMEDX INDS INC TENN 3.79% 8.867 M $ 1270357 2024/12/31 928.914 K $ 14.24 %
2025/09/30 AMPL AMPLITUDE 3.50% 8.202 M $ 765095 2024/12/31 -933.075 K $ -13.55 %
2025/09/30 INDI INDIE SEMICONDUCTOR INC 3.47% 8.119 M $ 1994818 2024/03/31 760.022 K $ 14.33 %
2025/09/30 ENVIRI CORP 3.45% 8.087 M $ 637241 2024/09/30 2.360 M $ 46.20 %
2025/09/30 PHR PHRESSIA INC 3.23% 7.577 M $ 322137 2025/06/30 -608.049 K $ -17.36 %
2025/09/30 AIV APARTMENT INVT & MGMT CO 3.23% 7.567 M $ 954181 2023/12/31 -447.163 K $ -8.32 %
2025/09/30 EMBC EMBECTA CORP 2.92% 6.840 M $ 484772 2024/09/30 1.836 M $ 45.61 %
2025/09/30 COHU COHU INC 2.86% 6.688 M $ 328988 2024/09/30 257.208 K $ 5.67 %
2025/09/30 WNC WABASH NATL CORP 2.72% 6.371 M $ 645448 2022/03/31 -430.753 K $ -7.15 %
2025/09/30 PACK RANPAK HOLDINGS CORP 2.57% 6.022 M $ 1071555 2022/09/30 2.201 M $ 57.42 %
2025/09/30 BXC BLUELINX HLDGS INC 2.46% 5.765 M $ 78881 2024/06/30 -96.235 K $ -1.75 %
2025/09/30 INMD INMODE LTD 2.34% 5.477 M $ 367587 2025/03/31 139.389 K $ 3.19 %
2025/09/30 CYRX CRYOPORT INC 2.22% 5.212 M $ 549740 2025/09/30 0.000 $ 0.00 %
2025/09/30 MLAB MESA LABS INC 2.19% 5.125 M $ 76477 2024/06/30 -996.375 K $ -28.88 %
2025/09/30 ARHS ARHAUS INC 2.18% 5.104 M $ 480157 2023/06/30 1.388 M $ 22.61 %
2025/09/30 INFU INFUSYSTEM HLDGS INC 2.11% 4.945 M $ 477278 2021/12/31 2.911 M $ 66.03 %
2025/09/30 TILE INTERFACE INC 2.06% 4.821 M $ 166576 2021/12/31 3.417 M $ 38.27 %
2025/09/30 AZTA AZENTA INC 1.96% 4.594 M $ 159945 2025/09/30 0.000 $ 0.00 %
2025/09/30 MBUU MALIBU BOATS INC 1.87% 4.384 M $ 135093 2024/09/30 150.236 K $ 3.54 %
2025/09/30 HURC HURCO CO 1.76% 4.117 M $ 236615 2021/12/31 -396.195 K $ -7.94 %
2025/09/30 ICHR ICHOR HOLDINGS 1.62% 3.804 M $ 217095 2021/12/31 -461.110 K $ -10.79 %
2025/09/30 KRMD KORU MEDICAL SYSTEMS INC 1.39% 3.251 M $ 848901 2021/12/31 212.597 K $ 6.98 %
2025/09/30 JBI JANUS INTERNATIONAL GROUP INC 1.30% 3.051 M $ 309111 2025/06/30 249.403 K $ 21.25 %
2025/09/30 TEADS HOLDINGS INC 0.94% 2.206 M $ 1336889 2021/12/31 -1.024 M $ -33.47 %
2025/09/30 NTIC NORTHERN TECHNOLOGIES INTL C 0.94% 2.197 M $ 284941 2021/12/31 85.639 K $ 4.05 %
2025/09/30 DAVE DAVE INC 0.58% 1.349 M $ 6769 2025/03/31 -1.160 M $ -25.73 %
2025/09/30 BLFS BIOLIFE SOLUTIONS INC 0.51% 1.189 M $ 46610 2021/12/31 602.197 K $ 18.43 %
2025/09/30 KRNT KORNIT DIGITAL LTD 0.49% 1.148 M $ 85004 2023/12/31 -1.989 M $ -32.19 %
2025/09/30 AEBI AEBI SCHMIDT HLDG AG 0.48% 1.122 M $ 90000 2025/09/30 0.000 $ 0.00 %
2025/09/30 RCMT RCM TECHNOLOGIES INC 0.44% 1.036 M $ 39027 2025/09/30 0.000 $ 0.00 %
2025/09/30 ASLE AERSALE CORPORATION 0.39% 924.708 K $ 112907 2024/03/31 824.901 K $ 36.27 %
2025/09/30 MASS 908 DEVICES INC 0.39% 913.869 K $ 104323 2025/06/30 113.236 K $ 22.86 %
2025/09/30 CVEO CIVEO CORP CDA 0.29% 687.424 K $ 29888 2024/09/30 -11.577 K $ -0.39 %
2025/09/30 SRTS SENSUS HEALTHCARE INC 0.23% 546.238 K $ 173961 2025/03/31 -158.739 K $ -33.76 %
2025/09/30 HBIO HARVARD BIOSCIENCE INC 0.17% 402.696 K $ 918259 2021/12/31 -4.875 K $ -1.19 %
2025/09/30 VSCO VICTORIAS SECRET AND CO 0.11% 249.444 K $ 9191 2023/12/31 79.424 K $ 46.54 %
2025/09/30 WS WORTHINGTON STL INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SEMR SEMRUSH HLDGS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %