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The Analysis of Meros Investment Management, LP's Holdings & P&L

Currently, Meros Investment Management, LP holds 52 types of securities in its portfolio with a total value $230.7M. In the most recent quarter, they have increased their positions in OPRT (+726.4K shares, valued at $3.3M), ARHS (+373.7K shares, valued at $2.5M), PSIX (+39.3K shares, valued at $2.4M); decreased their positions in DCO (-46.3K shares, valued at $5.6M), HBIO (-1.1M shares, valued at $5.4M), THR (-98.2K shares, valued at $4.9M); initiated new positions in OPRT (+726.4K shares, valued at $3.3M), PSIX (+39.3K shares, valued at $2.4M), PPIH (+62.3K shares, valued at $1.9M).

1M P&L

+12.4M+4.83%

3M P&L

+14.6M+5.73%

HY P&L

+39.8M+17.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductor Equipment & Materials20.6M

8.4%

2Medical Instruments & Supplies18.8M

7.7%

3Health Information Services18.6M

7.6%

Top Industries by Stock Count

1Medical Instruments & Supplies6 stocks

13.3%

2Medical Devices4 stocks

8.9%

3Semiconductor Equipment & Materials4 stocks

8.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DCO DUCOMMUN INC DEL128.2K shares-26.52%2026-03-312026-05-14

WTTR SELECT WATER SOLUTIONS INC913.9K shares-2.76%2026-03-312026-05-14

NVRI ENVIRI CORP625.9K shares-2.77%2026-03-312026-05-14

THR THERMON GROUP HLDGS INC241.5K shares-28.91%2026-03-312026-05-14

MGNI MAGNITE INC992.4K shares20.20%2026-03-312026-05-14

COHU COHU INC276.0K shares-22.43%2026-03-312026-05-14

SEI SOLARIS OILFIELD INFRASTRUCT143.8K shares-12.51%2026-03-312026-05-14

ARHS ARHAUS INC1.2M shares45.48%2026-03-312026-05-14

Sponsored

AMPL AMPLITUDE1.2M shares35.03%2026-03-312026-05-14

INDI INDIE SEMICONDUCTOR INC2.1M shares-2.77%2026-03-312026-05-14

SCVL SHOE CARNIVAL INC423.1K shares1.92%2026-03-312026-05-14

KRUS KURA SUSHI USA INC90.7K shares-28.18%2026-03-312026-05-14

MLAB MESA LABS INC68.0K shares-19.98%2026-03-312026-05-14

SLP SIMULATIONS PLUS INC500.0K shares47.39%2026-03-312026-05-14

BBW BUILD-A-BEAR WORKSHOP INC152.1K shares3.52%2026-03-312026-05-14

MBUU MALIBU BOATS INC215.2K shares36.31%2026-03-312026-05-14

Sponsored

AZTA AZENTA INC245.7K shares47.24%2026-03-312026-05-14

PHR PHRESSIA INC615.7K shares28.74%2026-03-312026-05-14

CYRX CRYOPORT INC609.1K shares-2.77%2026-03-312026-05-14

WNC WABASH NATL CORP548.0K shares-2.76%2026-03-312026-05-14

INFU INFUSYSTEM HLDGS INC469.4K shares-5.74%2026-03-312026-05-14

MDXG MIMEDX INDS INC TENN1.1M shares-17.57%2026-03-312026-05-14

TILE INTERFACE INC169.0K shares-2.77%2026-03-312026-05-14

APARTMENT INVT & MGMT CO APARTMENT INVT & MGMT CO968.1K shares-2.77%2026-03-312026-05-14

Sponsored

WERN WERNER ENTERPRISES INC130.2K shares76.91%2026-03-312026-05-14

BXC BLUELINX HLDGS INC70.3K shares-14.58%2026-03-312026-05-14

PACK RANPAK HOLDINGS CORP987.5K shares-11.55%2026-03-312026-05-14

WEAV WEAVE COMMUNICATIONS INC755.4K shares32.09%2026-03-312026-05-14

OPRT OPORTUN FINL CORP726.4K sharesnew addition2026-03-312026-05-14

KRMD KORU MEDICAL SYSTEMS INC760.5K shares-2.80%2026-03-312026-05-14

HURC HURCO CO211.5K shares-2.82%2026-03-312026-05-14

INMD INMODE LTD226.1K shares-44.11%2026-03-312026-05-14

Sponsored

PSIX POWER SOLUTIONS INTL INC39.3K sharesnew addition2026-03-312026-05-14

MASS 908 DEVICES INC361.7K shares4.24%2026-03-312026-05-14

BVS BIOVENTUS INC207.7K shares-34.09%2026-03-312026-05-14

PPIH PERMA-PIPE INTL HLDGS INC62.3K sharesnew addition2026-03-312026-05-14

CBRL CRACKER BARREL OLD CTRY STOR65.0K sharesnew addition2026-03-312026-05-14

BJRI BJS RESTAURANTS INC49.0K sharesnew addition2026-03-312026-05-14

NTIC NORTHERN TECHNOLOGIES INTL C206.3K shares-2.88%2026-03-312026-05-14

PLAB PHOTRONICS INC37.6K shares-65.22%2026-03-312026-05-14

Sponsored

AP AMPCO-PITTSBURG CORP214.8K sharesnew addition2026-03-312026-05-14

AEBI AEBI SCHMIDT HLDG AG137.4K shares-2.77%2026-03-312026-05-14

RCMT RCM TECHNOLOGIES INC64.1K shares-2.77%2026-03-312026-05-14

SVV SAVERS VALUE VLG INC154.8K sharesnew addition2026-03-312026-05-14

TWIN TWIN DISC INC58.0K shares6.14%2026-03-312026-05-14

TGEN TECOGEN INC NEW291.7K sharesnew addition2026-03-312026-05-14

OWLET INC OWLET INC137.4K shares70.94%2026-03-312026-05-14

DAVE INC DAVE INC3.6K shares-2.86%2026-03-312026-05-14

Sponsored

SRTS SENSUS HEALTHCARE INC152.4K shares-2.76%2026-03-312026-05-14

HBIO HARVARD BIOSCIENCE INC118.5K shares-90.27%2026-03-312026-05-14

VSCO VICTORIAS SECRET AND CO9.3K shares-2.80%2026-03-312026-05-14

CODA CODA OCTOPUS GROUP INC24.3K sharesnew addition2026-03-312026-05-14

DCO

DUCOMMUN INC DEL

-26.52%

Shares128.2K

Event2026-03-31

Filed2026-05-14

WTTR

SELECT WATER SOLUTIONS INC

-2.76%

Shares913.9K

Event2026-03-31

Filed2026-05-14

NVRI

ENVIRI CORP

-2.77%

Shares625.9K

Event2026-03-31

Filed2026-05-14

THR

THERMON GROUP HLDGS INC

-28.91%

Shares241.5K

Event2026-03-31

Filed2026-05-14

MGNI

MAGNITE INC

20.20%

Shares992.4K

Event2026-03-31

Filed2026-05-14

COHU

COHU INC

-22.43%

Shares276.0K

Event2026-03-31

Filed2026-05-14

SEI

SOLARIS OILFIELD INFRASTRUCT

-12.51%

Shares143.8K

Event2026-03-31

Filed2026-05-14

ARHS

ARHAUS INC

45.48%

Shares1.2M

Event2026-03-31

Filed2026-05-14

AMPL

AMPLITUDE

35.03%

Shares1.2M

Event2026-03-31

Filed2026-05-14

INDI

INDIE SEMICONDUCTOR INC

-2.77%

Shares2.1M

Event2026-03-31

Filed2026-05-14

SCVL

SHOE CARNIVAL INC

1.92%

Shares423.1K

Event2026-03-31

Filed2026-05-14

KRUS

KURA SUSHI USA INC

-28.18%

Shares90.7K

Event2026-03-31

Filed2026-05-14

MLAB

MESA LABS INC

-19.98%

Shares68.0K

Event2026-03-31

Filed2026-05-14

SLP

SIMULATIONS PLUS INC

47.39%

Shares500.0K

Event2026-03-31

Filed2026-05-14

BBW

BUILD-A-BEAR WORKSHOP INC

3.52%

Shares152.1K

Event2026-03-31

Filed2026-05-14

MBUU

MALIBU BOATS INC

36.31%

Shares215.2K

Event2026-03-31

Filed2026-05-14

AZTA

AZENTA INC

47.24%

Shares245.7K

Event2026-03-31

Filed2026-05-14

PHR

PHRESSIA INC

28.74%

Shares615.7K

Event2026-03-31

Filed2026-05-14

CYRX

CRYOPORT INC

-2.77%

Shares609.1K

Event2026-03-31

Filed2026-05-14

WNC

WABASH NATL CORP

-2.76%

Shares548.0K

Event2026-03-31

Filed2026-05-14

INFU

INFUSYSTEM HLDGS INC

-5.74%

Shares469.4K

Event2026-03-31

Filed2026-05-14

MDXG

MIMEDX INDS INC TENN

-17.57%

Shares1.1M

Event2026-03-31

Filed2026-05-14

TILE

INTERFACE INC

-2.77%

Shares169.0K

Event2026-03-31

Filed2026-05-14

APARTMENT INVT & MGMT CO

-2.77%

Shares968.1K

Event2026-03-31

Filed2026-05-14

WERN

WERNER ENTERPRISES INC

76.91%

Shares130.2K

Event2026-03-31

Filed2026-05-14

BXC

BLUELINX HLDGS INC

-14.58%

Shares70.3K

Event2026-03-31

Filed2026-05-14

PACK

RANPAK HOLDINGS CORP

-11.55%

Shares987.5K

Event2026-03-31

Filed2026-05-14

WEAV

WEAVE COMMUNICATIONS INC

32.09%

Shares755.4K

Event2026-03-31

Filed2026-05-14

OPRT

OPORTUN FINL CORP

New

Shares726.4K

Event2026-03-31

Filed2026-05-14

KRMD

KORU MEDICAL SYSTEMS INC

-2.80%

Shares760.5K

Event2026-03-31

Filed2026-05-14

HURC

HURCO CO

-2.82%

Shares211.5K

Event2026-03-31

Filed2026-05-14

INMD

INMODE LTD

-44.11%

Shares226.1K

Event2026-03-31

Filed2026-05-14

PSIX

POWER SOLUTIONS INTL INC

New

Shares39.3K

Event2026-03-31

Filed2026-05-14

MASS

908 DEVICES INC

4.24%

Shares361.7K

Event2026-03-31

Filed2026-05-14

BVS

BIOVENTUS INC

-34.09%

Shares207.7K

Event2026-03-31

Filed2026-05-14

PPIH

PERMA-PIPE INTL HLDGS INC

New

Shares62.3K

Event2026-03-31

Filed2026-05-14

CBRL

CRACKER BARREL OLD CTRY STOR

New

Shares65.0K

Event2026-03-31

Filed2026-05-14

BJRI

BJS RESTAURANTS INC

New

Shares49.0K

Event2026-03-31

Filed2026-05-14

NTIC

NORTHERN TECHNOLOGIES INTL C

-2.88%

Shares206.3K

Event2026-03-31

Filed2026-05-14

PLAB

PHOTRONICS INC

-65.22%

Shares37.6K

Event2026-03-31

Filed2026-05-14

AMPCO-PITTSBURG CORP

New

Shares214.8K

Event2026-03-31

Filed2026-05-14

AEBI

AEBI SCHMIDT HLDG AG

-2.77%

Shares137.4K

Event2026-03-31

Filed2026-05-14

RCMT

RCM TECHNOLOGIES INC

-2.77%

Shares64.1K

Event2026-03-31

Filed2026-05-14

SVV

SAVERS VALUE VLG INC

New

Shares154.8K

Event2026-03-31

Filed2026-05-14

TWIN

TWIN DISC INC

6.14%

Shares58.0K

Event2026-03-31

Filed2026-05-14

TGEN

TECOGEN INC NEW

New

Shares291.7K

Event2026-03-31

Filed2026-05-14

OWLET INC

70.94%

Shares137.4K

Event2026-03-31

Filed2026-05-14

DAVE INC

-2.86%

Shares3.6K

Event2026-03-31

Filed2026-05-14

SRTS

SENSUS HEALTHCARE INC

-2.76%

Shares152.4K

Event2026-03-31

Filed2026-05-14

HBIO

HARVARD BIOSCIENCE INC

-90.27%

Shares118.5K

Event2026-03-31

Filed2026-05-14

VSCO

VICTORIAS SECRET AND CO

-2.80%

Shares9.3K

Event2026-03-31

Filed2026-05-14

CODA

CODA OCTOPUS GROUP INC

New

Shares24.3K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available