Meros Investment Management, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Meros Investment Management, LP reported 41 stock positions worth $170.3 million. Its top holding was Ducommun (DCO) at 6.5% of the portfolio, followed by Photronics (PLAB, 5.9%) and Plymouth Industrial REIT (PLYM, 5.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 5, added to 12 and reduced 23. The biggest buy was Amplitude Class A (AMPL, shares +4683%) and the biggest sale Columbus McKinnon (CMCO, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001911372
- Portfolio Value
- $170.3M (Q1 2025)
- SEC Filing
- 0001911372-25-000002 ↗ filed May 13, 2025
Holdings Value
Holdings 41 stocks · $170.3M
| DCO Ducommun Inc. | 6.49% | 190,464 | $11.1M | Reduce -2.6% |
| PLAB Photronics Inc. | 5.92% | 485,516 | $10.1M | Add +7.2% |
| PLYM Plymouth Industrial REIT Inc. | 5.49% | 573,160 | $9.3M | Add +47.7% |
| MGNI Magnite Inc. | 5.02% | 749,438 | $8.6M | Reduce -19.2% |
| WTTR Select Water Solutions Inc. | 4.82% | 782,071 | $8.2M | Add +3.4% |
| TILE Interface Inc. | 4.79% | 411,498 | $8.2M | Reduce -3.1% |
| THR Thermon Group Holdings Inc. | 4.03% | 246,177 | $6.9M | Add +10.6% |
| MDXG Mimedx Group Inc. | 3.66% | 820,605 | $6.2M | Add +107.7% |
| KRNT Kornit Digital Ltd. | 3.03% | 270,459 | $5.2M | Add +2.6% |
| SEI Solaris Energy Infrastructur | 2.99% | 233,837 | $5.1M | Reduce -35.4% |
| PACK Ranpak Holdings Corp. | 2.97% | 933,572 | $5.1M | Reduce -2.4% |
| WNC Wabash National Corp. | 2.91% | 448,134 | $5.0M | Reduce -2.4% |
| ARHS Arhaus Inc. | 2.90% | 566,733 | $4.9M | Reduce -2.4% |
| AMPL Amplitude Inc. Class A | 2.77% | 462,314 | $4.7M | Add +4682.9% |
| AIV Apartment Invt & Mgmt Co. Class A | 2.71% | 525,416 | $4.6M | Reduce -19.6% |
| EMBC Embecta Corp. | 2.54% | 339,406 | $4.3M | Add +37.2% |
| ICHR Ichor Holdings Ltd. | 2.51% | 189,248 | $4.3M | Reduce -2.4% |
| BXC Bluelinx Holdings Inc. | 2.49% | 56,445 | $4.2M | Reduce -2.4% |
| HURC Hurco Companies Inc. | 2.25% | 246,776 | $3.8M | Reduce -2.4% |
| MLAB Mesa Laboratories Inc. | 2.23% | 31,964 | $3.8M | Reduce -20.6% |
| TEAD Teads Holding Co. filed as OUTBRAIN INC | 2.20% | 1,005,490 | $3.8M | Add +16.4% |
| MBUU Malibu Boats Inc. Class A | 2.12% | 117,941 | $3.6M | Add +11.6% |
| INFU Infusystem Holdings Inc. | 1.95% | 616,017 | $3.3M | Reduce -2.4% |
| NVRI Enviri Corp. | 1.86% | 475,490 | $3.2M | Reduce -42.9% |
| INMD Inmode Ltd. | 1.83% | 176,002 | $3.1M | New |
| COHU Cohu Inc. | 1.77% | 205,356 | $3.0M | Add +14.0% |
| BLFS Biolife Solutions Inc. | 1.77% | 131,650 | $3.0M | Reduce -20.4% |
| INDI Indie Semiconductor Inc. Class A | 1.55% | 1,298,977 | $2.6M | Add +4.7% |
| ANIK Anika Therapeutics Inc. | 1.53% | 173,489 | $2.6M | Reduce -2.4% |
| NTIC Northern Technologies Intl | 1.53% | 249,513 | $2.6M | Reduce -2.4% |
| WS Worthington Steel Inc. | 1.46% | 98,359 | $2.5M | New |
| ASLE Aersale Corp. | 1.45% | 329,569 | $2.5M | Reduce -22.9% |
| CVEO Civeo Corp. | 1.45% | 107,053 | $2.5M | Reduce -2.5% |
| CMCO Columbus McKinnon Corp. | 1.23% | 123,373 | $2.1M | Reduce -55.5% |
| KRMD Koru Medical Systems Inc. | 1.11% | 746,564 | $1.9M | Reduce -2.5% |
| AMWD American Woodmark Corp. | 1.04% | 30,000 | $1.8M | New |
| DAVE Dave Inc. | 0.95% | 19,641 | $1.6M | New |
| HBIO Harvard Bioscience Inc. | 0.26% | 794,680 | $450K | Reduce -2.3% |
| SRTS Sensus Healthcare Inc. | 0.25% | 88,478 | $419K | New |
| SEMR Semrush Holdings Inc. Class A | 0.10% | 18,545 | $173K | New |
| VSXY Victoria's Secret & Co. | 0.09% | 7,943 | $148K | Reduce -2.6% |
Portfolio Sells Q4 2024 → Q1 2025
| CMCO Columbus McKinnon Corp. | Reduce -55.5% | 1.23% | −3.40 |
| BRY Berry Corp. | Sold out | 0.00% | −2.33 |
| RLGT Radiant Logistics Inc. | Sold out | 0.00% | −2.03 |
| SEI Solaris Energy Infrastructur | Reduce -35.4% | 2.99% | −1.67 |
| MGNI Magnite Inc. | Reduce -19.2% | 5.02% | −1.59 |
| NVRI Enviri Corp. | Reduce -42.9% | 1.86% | −1.02 |
| PERMA-FIX ENVIRONMENTAL SVCS | Sold out | 0.00% | −0.83 |
| WNC Wabash National Corp. | Reduce -2.4% | 2.91% | −0.61 |
| HBIO Harvard Bioscience Inc. | Reduce -2.3% | 0.26% | −0.50 |
| INFU Infusystem Holdings Inc. | Reduce -2.4% | 1.95% | −0.44 |
| LEU Centrus Energy Corp. Class A | Sold out | 0.00% | −0.43 |
| ICHR Ichor Holdings Ltd. | Reduce -2.4% | 2.51% | −0.29 |
| SHOE Shoe Station Group Inc. | Sold out | 0.00% | −0.21 |
| KRMD Koru Medical Systems Inc. | Reduce -2.5% | 1.11% | −0.21 |
| BXC Bluelinx Holdings Inc. | Reduce -2.4% | 2.49% | −0.16 |
| BLFS Biolife Solutions Inc. | Reduce -20.4% | 1.77% | −0.16 |
| MLAB Mesa Laboratories Inc. | Reduce -20.6% | 2.23% | −0.15 |
| VSXY Victoria's Secret & Co. | Reduce -2.6% | 0.09% | −0.06 |
| NTIC Northern Technologies Intl | Reduce -2.4% | 1.53% | −0.02 |
| PACK Ranpak Holdings Corp. | Reduce -2.4% | 2.97% | +0.02 |
| AIV Apartment Invt & Mgmt Co. Class A | Reduce -19.6% | 2.71% | +0.06 |
| HURC Hurco Companies Inc. | Reduce -2.4% | 2.25% | +0.06 |
| TILE Interface Inc. | Reduce -3.1% | 4.79% | +0.16 |
| ANIK Anika Therapeutics Inc. | Reduce -2.4% | 1.53% | +0.22 |
| ASLE Aersale Corp. | Reduce -22.9% | 1.45% | +0.24 |
| CVEO Civeo Corp. | Reduce -2.5% | 1.45% | +0.33 |
| ARHS Arhaus Inc. | Reduce -2.4% | 2.90% | +0.45 |
| DCO Ducommun Inc. | Reduce -2.6% | 6.49% | +0.92 |
Portfolio Buys Q4 2024 → Q1 2025
| AMPL Amplitude Inc. Class A | Add +4682.9% | 2.77% | +2.72 |
| PLYM Plymouth Industrial REIT Inc. | Add +47.7% | 5.49% | +2.39 |
| MDXG Mimedx Group Inc. | Add +107.7% | 3.66% | +1.96 |
| INMD Inmode Ltd. | New | 1.83% | +1.83 |
| WS Worthington Steel Inc. | New | 1.46% | +1.46 |
| THR Thermon Group Holdings Inc. | Add +10.6% | 4.03% | +1.16 |
| PLAB Photronics Inc. | Add +7.2% | 5.92% | +1.14 |
| AMWD American Woodmark Corp. | New | 1.04% | +1.04 |
| DAVE Dave Inc. | New | 0.95% | +0.95 |
| MBUU Malibu Boats Inc. Class A | Add +11.6% | 2.12% | +0.34 |
| WTTR Select Water Solutions Inc. | Add +3.4% | 4.82% | +0.34 |
| EMBC Embecta Corp. | Add +37.2% | 2.54% | +0.25 |
| SRTS Sensus Healthcare Inc. | New | 0.25% | +0.25 |
| SEMR Semrush Holdings Inc. Class A | New | 0.10% | +0.10 |
| COHU Cohu Inc. | Add +14.0% | 1.77% | −0.38 |
| TEAD Teads Holding Co. | Add +16.4% | 2.20% | −0.58 |
| KRNT Kornit Digital Ltd. | Add +2.6% | 3.03% | −0.62 |
| INDI Indie Semiconductor Inc. Class A | Add +4.7% | 1.55% | −0.70 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 50 | $315.2M | DCO, MGNI, WTTR, ARHS, COHU |
| Q1 2026 | 52 | $230.7M | DCO, WTTR, NVRI, THR, MGNI |
| Q4 2025 | 48 | $252.2M | DCO, MGNI, THR, NVRI, AMPL |
| Q3 2025 | 43 | $234.2M | DCO, PLYM, MGNI, SEI, PLAB |
| Q2 2025 | 41 | $210.7M | MGNI, DCO, PLYM, PLAB, TILE |
| Q1 2025 | 41 | $170.3M | DCO, PLAB, PLYM, MGNI, WTTR |
| Q4 2024 | 40 | $223.3M | MGNI, DCO, PLAB, SEI, TILE |
| Q3 2024 | 40 | $221.0M | MGNI, DCO, TILE, PLAB, CMCO |
| Q2 2024 | 39 | $211.5M | MGNI, DCO, PLAB, TILE, WNC |
| Q1 2024 | 40 | $223.7M | PLAB, TILE, MGNI, DCO, WNC |