Meros Investment Management, LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001911372

Type: FundHoldings: 41Value: $170.3MLatest: 2025Q1

Meros Investment Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 41 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INDI",
  "INMD",
  "PLAB",
  "AMWD",
  "ARHS",
  "PLYM",
  "WTTR",
  "NVRI",
  "AIV",
  "ANIK",
  "AMPL",
  "MBUU",
  "MDXG",
  "SEMR",
  "MLAB",
  "SRTS",
  "ICHR",
  "NTIC",
  "OB",
  "MGNI",
  "HBIO",
  "ASLE",
  "THR",
  null,
  null,
  "DCO",
  "HURC",
  "TILE",
  "INFU",
  "KRNT",
  "KRMD",
  "VSCO",
  "WNC",
  "WS",
  "PACK",
  "EMBC",
  "BLFS",
  "BXC",
  "CMCO",
  "COHU",
  "DAVE"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 41
Total Value: 170306498
Accession Number: 0001911372-25-000002
Form Type: 13F-HR
CIK: meros-investment-management-lp
Manager Name: Meros-Investment-Management-Lp

Data Enrichment

95% identified

39 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

41 positions • $170.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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DUCOMMUN INC /DE/

DCO|264147109

Shares:190.5K

Value:$11.1M

% of Portfolio:6.5% ($11.1M/$170.3M)

PHOTRONICS INC

PLAB|719405102

Shares:485.5K

Value:$10.1M

% of Portfolio:5.9% ($10.1M/$170.3M)

Plymouth Industrial REIT, Inc.

PLYM|729640102

Shares:573.2K

Value:$9.3M

% of Portfolio:5.5% ($9.3M/$170.3M)

MAGNITE, INC.

MGNI|55955D100

Shares:749.4K

Value:$8.6M

% of Portfolio:5.0% ($8.6M/$170.3M)

Select Water Solutions, Inc.

WTTR|81617J301

Shares:782.1K

Value:$8.2M

% of Portfolio:4.8% ($8.2M/$170.3M)

INTERFACE INC

TILE|458665304

Shares:411.5K

Value:$8.2M

% of Portfolio:4.8% ($8.2M/$170.3M)

Thermon Group Holdings, Inc.

THR|88362T103

Shares:246.2K

Value:$6.9M

% of Portfolio:4.0% ($6.9M/$170.3M)

MIMEDX GROUP, INC.

MDXG|602496101

Shares:820.6K

Value:$6.2M

% of Portfolio:3.7% ($6.2M/$170.3M)

Kornit Digital Ltd.

KRNT|M6372Q113

Shares:270.5K

Value:$5.2M

% of Portfolio:3.0% ($5.2M/$170.3M)

83418M103

Shares:233.8K

Value:$5.1M

% of Portfolio:3.0% ($5.1M/$170.3M)

Ranpak Holdings Corp.

PACK|75321W103

Shares:933.6K

Value:$5.1M

% of Portfolio:3.0% ($5.1M/$170.3M)

WABASH NATIONAL Corp

WNC|929566107

Shares:448.1K

Value:$5.0M

% of Portfolio:2.9% ($5.0M/$170.3M)

Arhaus, Inc.

ARHS|04035M102

Shares:566.7K

Value:$4.9M

% of Portfolio:2.9% ($4.9M/$170.3M)

Amplitude, Inc.

AMPL|03213A104

Shares:462.3K

Value:$4.7M

% of Portfolio:2.8% ($4.7M/$170.3M)

APARTMENT INVESTMENT & MANAGEMENT CO

AIV|03748R747

Shares:525.4K

Value:$4.6M

% of Portfolio:2.7% ($4.6M/$170.3M)

Embecta Corp.

EMBC|29082K105

Shares:339.4K

Value:$4.3M

% of Portfolio:2.5% ($4.3M/$170.3M)

ICHOR HOLDINGS, LTD.

ICHR|G4740B105

Shares:189.2K

Value:$4.3M

% of Portfolio:2.5% ($4.3M/$170.3M)

BlueLinx Holdings Inc.

BXC|09624H208

Shares:56.4K

Value:$4.2M

% of Portfolio:2.5% ($4.2M/$170.3M)

HURCO COMPANIES INC

HURC|447324104

Shares:246.8K

Value:$3.8M

% of Portfolio:2.2% ($3.8M/$170.3M)

MESA LABORATORIES INC /CO/

MLAB|59064R109

Shares:32.0K

Value:$3.8M

% of Portfolio:2.2% ($3.8M/$170.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DUCOMMUN INC /DE/(DCOcusip264147109)	190.5K	QoQ -2.56% (-5.0K) YoY -6.43% (-13.1K)	All Managers (Combined)	$11.1M	6.5% ($11.1M/$170.3M)	QoQ -11.18% (-$1.4M) YoY +5.83% (-$609.5K)
PHOTRONICS INC(PLABcusip719405102)	485.5K	QoQ +7.18% (-32.5K) YoY +9.43% (-41.8K)	All Managers (Combined)	$10.1M	5.9% ($10.1M/$170.3M)	QoQ -5.55% (-$592.7K) YoY -19.78% (-$2.5M)
Plymouth Industrial REIT, Inc.(PLYMcusip729640102)	573.2K	QoQ +47.72% (+185.2K) YoY +96.56% (+281.6K)	All Managers (Combined)	$9.3M	5.5% ($9.3M/$170.3M)	QoQ +35.27% (+$2.4M) YoY +42.40% (+$2.8M)
MAGNITE, INC.(MGNIcusip55955D100)	749.4K	QoQ -19.19% (-178.0K) YoY -27.28% (-281.2K)	All Managers (Combined)	$8.6M	5.0% ($8.6M/$170.3M)	QoQ -42.08% (-$6.2M) YoY -22.81% (-$2.5M)
Select Water Solutions, Inc.(WTTRcusip81617J301)	782.1K	QoQ +3.40% (-25.7K) YoY +0.07% (+548)	All Managers (Combined)	$8.2M	4.8% ($8.2M/$170.3M)	QoQ -17.99% (-$1.8M) YoY +13.83% (+$998.3K)
INTERFACE INC(TILEcusip458665304)	411.5K	QoQ -3.12% (-13.3K) YoY -40.16% (-276.2K)	All Managers (Combined)	$8.2M	4.8% ($8.2M/$170.3M)	QoQ -21.07% (-$2.2M) YoY -29.41% (-$3.4M)
Thermon Group Holdings, Inc.(THRcusip88362T103)	246.2K	QoQ +10.54% (+23.5K) YoY +19.27% (+39.8K)	All Managers (Combined)	$6.9M	4.0% ($6.9M/$170.3M)	QoQ +7.01% (+$449.4K) YoY +1.51% (+$102.6K)
MIMEDX GROUP, INC.(MDXGcusip602496101)	820.6K	QoQ +107.70% (+425.5K) YoY NEW(+820.6K)	All Managers (Combined)	$6.2M	3.7% ($6.2M/$170.3M)	QoQ +64.09% (+$2.4M) YoY NEW(+$6.2M)
Kornit Digital Ltd.(KRNTcusipM6372Q113)	270.5K	QoQ +2.58% (-6.8K) YoY +62.65% (+104.2K)	All Managers (Combined)	$5.2M	3.0% ($5.2M/$170.3M)	QoQ -36.75% (-$3.0M) YoY +71.26% (+$2.1M)
(cusip83418M103)✕	233.8K	QoQ -35.35% (-127.9K) YoY -26.94% (-86.2K)	All Managers (Combined)	$5.1M	3.0% ($5.1M/$170.3M)	QoQ -51.12% (-$5.3M) YoY +83.36% (-$2.3M)
Ranpak Holdings Corp.(PACKcusip75321W103)	933.6K	QoQ -2.36% (-22.7K) YoY +31.12% (-221.6K)	All Managers (Combined)	$5.1M	3.0% ($5.1M/$170.3M)	QoQ -23.08% (-$1.5M) YoY -9.69% (-$543.1K)
WABASH NATIONAL Corp(WNCcusip929566107)	448.1K	QoQ -2.38% (-11.0K) YoY +43.20% (-135.2K)	All Managers (Combined)	$5.0M	2.9% ($5.0M/$170.3M)	QoQ -37.03% (-$2.9M) YoY -47.14% (-$4.4M)
Arhaus, Inc.(ARHScusip04035M102)	566.7K	QoQ -2.40% (-13.9K) YoY -3.69% (-21.7K)	All Managers (Combined)	$4.9M	2.9% ($4.9M/$170.3M)	QoQ -9.66% (-$527.8K) YoY -45.55% (-$4.1M)
Amplitude, Inc.(AMPLcusip03213A104)	462.3K	QoQ +4682.88% (+452.6K) YoY NEW(+462.3K)	All Managers (Combined)	$4.7M	2.8% ($4.7M/$170.3M)	QoQ +4519.69% (+$4.6M) YoY NEW(+$4.7M)
APARTMENT INVESTMENT & MANAGEMENT CO(AIVcusip03748R747)	525.4K	QoQ -19.57% (-127.9K) YoY +8.10% (+39.4K)	All Managers (Combined)	$4.6M	2.7% ($4.6M/$170.3M)	QoQ -22.14% (-$1.3M) YoY +16.15% (+$643.1K)
Embecta Corp.(EMBCcusip29082K105)	339.4K	QoQ +37.23% (-92.1K) YoY NEW(+339.4K)	All Managers (Combined)	$4.3M	2.5% ($4.3M/$170.3M)	QoQ -15.26% (-$779.6K) YoY NEW(+$4.3M)
ICHOR HOLDINGS, LTD.(ICHRcusipG4740B105)	189.2K	QoQ -2.39% (-4.6K) YoY +80.75% (+84.5K)	All Managers (Combined)	$4.3M	2.5% ($4.3M/$170.3M)	QoQ -31.50% (-$2.0M) YoY +5.82% (+$235.4K)
BlueLinx Holdings Inc.(BXCcusip09624H208)	56.4K	QoQ -2.40% (-1.4K) YoY NEW(+56.4K)	All Managers (Combined)	$4.2M	2.5% ($4.2M/$170.3M)	QoQ -28.37% (-$1.7M) YoY NEW(+$4.2M)
HURCO COMPANIES INC(HURCcusip447324104)	246.8K	QoQ -2.38% (-6.0K) YoY -6.09% (-16.0K)	All Managers (Combined)	$3.8M	2.2% ($3.8M/$170.3M)	QoQ -21.51% (-$1.0M) YoY -27.75% (-$1.5M)
MESA LABORATORIES INC /CO/(MLABcusip59064R109)	32.0K	QoQ -20.61% (-8.3K) YoY NEW(+32.0K)	All Managers (Combined)	$3.8M	2.2% ($3.8M/$170.3M)	QoQ -28.56% (-$1.5M) YoY NEW(+$3.8M)