Meros Investment Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Meros Investment Management, LP reported 52 stock positions worth $230.7 million. Its top holding was Ducommun (DCO) at 6.8% of the portfolio, followed by Select Water Solutions (WTTR, 6.1%) and Enviri (NVRI, 5.3%). Compared with Q4 2025, it opened 9 new positions, sold out of 5, added to 14 and reduced 29. The biggest buy was a new position in Oportun Financial (OPRT) and the biggest sale Mimedx (MDXG, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001911372
- Portfolio Value
- $230.7M (Q1 2026)
- SEC Filing
- 0001911372-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 52 stocks · $230.7M
| DCO Ducommun Inc. | 6.78% | 128,210 | $15.6M | Reduce -26.5% |
| WTTR Select Water Solutions Inc. | 6.06% | 913,923 | $14.0M | Reduce -2.8% |
| NVRI Enviri Corp. | 5.32% | 625,852 | $12.3M | Reduce -2.8% |
| THR Thermon Group Holdings Inc. | 5.27% | 241,463 | $12.2M | Reduce -28.9% |
| MGNI Magnite Inc. | 5.11% | 992,351 | $11.8M | Add +20.2% |
| COHU Cohu Inc. | 3.66% | 275,958 | $8.4M | Reduce -22.4% |
| SEI Solaris Energy Infrastructur | 3.52% | 143,771 | $8.1M | Reduce -12.5% |
| ARHS Arhaus Inc. | 3.51% | 1,195,473 | $8.1M | Add +45.5% |
| AMPL Amplitude Inc. Class A | 3.44% | 1,163,826 | $7.9M | Add +35.0% |
| INDI Indie Semiconductor Inc. Class A | 2.87% | 2,054,442 | $6.6M | Reduce -2.8% |
| SHOE Shoe Station Group Inc. filed as SHOE CARNIVAL INC | 2.86% | 423,080 | $6.6M | Add +1.9% |
| KRUS Kura Sushi USA Inc. Class A | 2.74% | 90,676 | $6.3M | Reduce -28.2% |
| MLAB Mesa Laboratories Inc. | 2.61% | 68,032 | $6.0M | Reduce -20.0% |
| SLP Simulations Plus Inc. | 2.56% | 500,017 | $5.9M | Add +47.4% |
| BBW Build-A-Bear Workshop Inc. | 2.47% | 152,126 | $5.7M | Add +3.5% |
| MBUU Malibu Boats Inc. Class A | 2.42% | 215,194 | $5.6M | Add +36.3% |
| AZTA Azenta Inc. | 2.25% | 245,657 | $5.2M | Add +47.2% |
| PHR Phreesia Inc. | 2.24% | 615,740 | $5.2M | Add +28.7% |
| CYRX Cryoport Inc. | 2.19% | 609,073 | $5.0M | Reduce -2.8% |
| WNC Wabash National Corp. | 2.05% | 548,037 | $4.7M | Reduce -2.8% |
| INFU Infusystem Holdings Inc. | 1.88% | 469,408 | $4.3M | Reduce -5.7% |
| MDXG Mimedx Group Inc. | 1.87% | 1,093,028 | $4.3M | Reduce -17.6% |
| TILE Interface Inc. | 1.82% | 168,968 | $4.2M | Reduce -2.8% |
| AIV Apartment Invt & Mgmt Co. Class A | 1.71% | 968,124 | $3.9M | Reduce -2.8% |
| WERN Werner Enterprises Inc. | 1.66% | 130,157 | $3.8M | Add +76.9% |
| BXC Bluelinx Holdings Inc. | 1.65% | 70,270 | $3.8M | Reduce -14.6% |
| PACK Ranpak Holdings Corp. | 1.53% | 987,489 | $3.5M | Reduce -11.6% |
| WEAV Weave Communications Inc. | 1.51% | 755,404 | $3.5M | Add +32.1% |
| OPRT Oportun Financial Corp. | 1.45% | 726,385 | $3.3M | New |
| KRMD Koru Medical Systems Inc. | 1.42% | 760,451 | $3.3M | Reduce -2.8% |
| HURC Hurco Companies Inc. | 1.35% | 211,539 | $3.1M | Reduce -2.8% |
| INMD Inmode Ltd. | 1.34% | 226,065 | $3.1M | Reduce -44.1% |
| PSIX Power Solutions Internationa | 1.04% | 39,266 | $2.4M | New |
| MASS 908 Devices Inc. | 0.96% | 361,738 | $2.2M | Add +4.2% |
| BVS Bioventus Inc. Class A | 0.82% | 207,720 | $1.9M | Reduce -34.1% |
| PPIH Perma-Pipe International Hol | 0.80% | 62,298 | $1.9M | New |
| CBRL Cracker Barrel Old Country | 0.79% | 65,000 | $1.8M | New |
| BJRI Bj's Restaurants Inc. | 0.75% | 49,000 | $1.7M | New |
| NTIC Northern Technologies Intl | 0.74% | 206,259 | $1.7M | Reduce -2.9% |
| PLAB Photronics Inc. | 0.66% | 37,567 | $1.5M | Reduce -65.2% |
| AP Ampco-Pittsburgh Corp. | 0.63% | 214,850 | $1.4M | New |
| AEBI Aebi Schmidt Holding AG | 0.58% | 137,409 | $1.3M | Reduce -2.8% |
| RCMT RCM Technologies Inc. | 0.53% | 64,126 | $1.2M | Reduce -2.8% |
| SVV Savers Value Village Inc. | 0.50% | 154,816 | $1.2M | New |
| TWIN Twin Disc Inc. | 0.38% | 57,959 | $873K | Add +6.1% |
| TGEN Tecogen Inc./Waltham Ma | 0.32% | 291,705 | $747K | New |
| OWLT Owlet Inc. | 0.31% | 137,447 | $706K | Add +70.9% |
| DAVE Dave Inc. | 0.27% | 3,562 | $620K | Reduce -2.9% |
| SRTS Sensus Healthcare Inc. | 0.26% | 152,418 | $607K | Reduce -2.8% |
| HBIO Harvard Bioscience Inc. | 0.25% | 118,522 | $577K | Reduce -90.3% |
| VSXY Victoria's Secret & Co. | 0.19% | 9,311 | $432K | Reduce -2.8% |
| CODA Coda Octopus Group Inc. | 0.12% | 24,310 | $275K | New |
Portfolio Sells Q4 2025 → Q1 2026
| MDXG Mimedx Group Inc. | Reduce -17.6% | 1.87% | −1.69 |
| EMBC Embecta Corp. | Sold out | 0.00% | −1.09 |
| INMD Inmode Ltd. | Reduce -44.1% | 1.34% | −1.02 |
| PACK Ranpak Holdings Corp. | Reduce -11.6% | 1.53% | −0.87 |
| JBI Janus International Group Inc. | Sold out | 0.00% | −0.84 |
| PLAB Photronics Inc. | Reduce -65.2% | 0.66% | −0.71 |
| AIV Apartment Invt & Mgmt Co. Class A | Reduce -2.8% | 1.71% | −0.64 |
| ICHR Ichor Holdings Ltd. | Sold out | 0.00% | −0.55 |
| SNCY Sun Country Airlines Holding | Sold out | 0.00% | −0.46 |
| KRMD Koru Medical Systems Inc. | Reduce -2.8% | 1.42% | −0.38 |
| BXC Bluelinx Holdings Inc. | Reduce -14.6% | 1.65% | −0.35 |
| BLFS Biolife Solutions Inc. | Sold out | 0.00% | −0.27 |
| CYRX Cryoport Inc. | Reduce -2.8% | 2.19% | −0.20 |
| AEBI Aebi Schmidt Holding AG | Reduce -2.8% | 0.58% | −0.13 |
| BVS Bioventus Inc. Class A | Reduce -34.1% | 0.82% | −0.11 |
| TILE Interface Inc. | Reduce -2.8% | 1.82% | −0.10 |
| INDI Indie Semiconductor Inc. Class A | Reduce -2.8% | 2.87% | −0.09 |
| HBIO Harvard Bioscience Inc. | Reduce -90.3% | 0.25% | −0.07 |
| DAVE Dave Inc. | Reduce -2.9% | 0.27% | −0.05 |
| MLAB Mesa Laboratories Inc. | Reduce -20.0% | 2.61% | −0.04 |
| VSXY Victoria's Secret & Co. | Reduce -2.8% | 0.19% | −0.02 |
| RCMT RCM Technologies Inc. | Reduce -2.8% | 0.53% | −0.00 |
| HURC Hurco Companies Inc. | Reduce -2.8% | 1.35% | +0.01 |
| SRTS Sensus Healthcare Inc. | Reduce -2.8% | 0.26% | +0.02 |
| NTIC Northern Technologies Intl | Reduce -2.9% | 0.74% | +0.08 |
| INFU Infusystem Holdings Inc. | Reduce -5.7% | 1.88% | +0.11 |
| WNC Wabash National Corp. | Reduce -2.8% | 2.05% | +0.11 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -28.2% | 2.74% | +0.12 |
| DCO Ducommun Inc. | Reduce -26.5% | 6.78% | +0.20 |
| THR Thermon Group Holdings Inc. | Reduce -28.9% | 5.27% | +0.27 |
| COHU Cohu Inc. | Reduce -22.4% | 3.66% | +0.38 |
| SEI Solaris Energy Infrastructur | Reduce -12.5% | 3.52% | +0.53 |
| NVRI Enviri Corp. | Reduce -2.8% | 5.32% | +0.75 |
| WTTR Select Water Solutions Inc. | Reduce -2.8% | 6.06% | +2.14 |
Portfolio Buys Q4 2025 → Q1 2026
| OPRT Oportun Financial Corp. | New | 1.45% | +1.45 |
| PSIX Power Solutions Internationa | New | 1.04% | +1.04 |
| PPIH Perma-Pipe International Hol | New | 0.80% | +0.80 |
| CBRL Cracker Barrel Old Country | New | 0.79% | +0.79 |
| WERN Werner Enterprises Inc. | Add +76.9% | 1.66% | +0.78 |
| BJRI Bj's Restaurants Inc. | New | 0.75% | +0.75 |
| MBUU Malibu Boats Inc. Class A | Add +36.3% | 2.42% | +0.65 |
| AP Ampco-Pittsburgh Corp. | New | 0.63% | +0.63 |
| SVV Savers Value Village Inc. | New | 0.50% | +0.50 |
| TGEN Tecogen Inc./Waltham Ma | New | 0.32% | +0.32 |
| MASS 908 Devices Inc. | Add +4.2% | 0.96% | +0.24 |
| CODA Coda Octopus Group Inc. | New | 0.12% | +0.12 |
| SLP Simulations Plus Inc. | Add +47.4% | 2.56% | +0.11 |
| SHOE Shoe Station Group Inc. | Add +1.9% | 2.86% | +0.08 |
| AZTA Azenta Inc. | Add +47.2% | 2.25% | +0.05 |
| TWIN Twin Disc Inc. | Add +6.1% | 0.38% | +0.02 |
| ARHS Arhaus Inc. | Add +45.5% | 3.51% | −0.14 |
| MGNI Magnite Inc. | Add +20.2% | 5.11% | −0.20 |
| WEAV Weave Communications Inc. | Add +32.1% | 1.51% | −0.21 |
| OWLT Owlet Inc. | Add +70.9% | 0.31% | −0.21 |
| AMPL Amplitude Inc. Class A | Add +35.0% | 3.44% | −0.52 |
| PHR Phreesia Inc. | Add +28.7% | 2.24% | −0.97 |
| BBW Build-A-Bear Workshop Inc. | Add +3.5% | 2.47% | −1.10 |
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 |