Meros Investment Management, LP

CIK

1911372

Location

DALLAS, TX

Portfolio Value

Small $217,887,431

Diversification

Diversified

Filing Date

Global Rank

#4,019 / 8,605 ▼ 56 · as of Mar 2026

Top Industry

Oil & Gas Equipment & Services 10.1%

3Y Alpha vs SPY

-12.1%

Period ended 3 months ago

Filed May 14, 2026 · 56d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+25.5%

SPY

+76.5%

Annualised alpha

-13.0%

Max drawdown

−39.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

51 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.2%

+0.3 pts

Top 5

28.5%

+2.4 pts

Top 10

45.6%

+1.4 pts

HHI

329

Diversified+4

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	26.8%	$58,473,370	16
Consumer Cyclical	20.7%	$45,170,902	11
Healthcare	18.5%	$40,202,030	12
Technology	14.3%	$31,156,008	6
Energy	10.1%	$22,107,520	2
Communication Services	5.4%	$11,789,129	1
Real Estate	1.8%	$3,940,264	1
Financial Services	1.5%	$3,348,634	1
Basic Materials	0.8%	$1,699,574	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
ARHS	Arhaus, Inc.	+373,739	1,195,473	$8,105,306
AMPL	Amplitude, Inc.	+301,952	1,163,826	$7,937,293
WEAV	Weave Communications, Inc.	+183,521	755,404	$3,489,966
MGNI	Magnite, Inc.	+166,756	992,351	$11,789,129
SLP	Simulations Plus, Inc.	+160,775	500,017	$5,910,200
PHR	Phreesia, Inc.	+137,466	615,740	$5,159,901
AZTA	Azenta, Inc.	+78,812	245,657	$5,190,732
MBUU	Malibu Boats, Inc.	+57,319	215,194	$5,577,828
OWLT	Owlet, Inc.	+57,042	137,447	$706,477
WERN	Werner Enterprises Inc	+56,586	130,157	$3,827,917
MASS	908 Devices Inc.	+14,703	361,738	$2,213,836
SHOE	Shoe Station Group Inc	+7,970	423,080	$6,595,817
BBW	Build-A-Bear Workshop Inc	+5,170	152,126	$5,697,118
TWIN	Twin Disc Inc	+3,352	57,959	$873,442
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDXG	Mimedx Group, Inc.	−233,009	1,093,028	$4,317,460
INMD	InMode Ltd.	−178,388	226,065	$3,092,569
PACK	Ranpak Holdings Corp.	−128,909	987,489	$3,525,335
BVS	Bioventus Inc.	−107,440	207,720	$1,896,483
THR	Thermon Group Holdings, Inc.	−98,212	241,463	$12,169,735
COHU	Cohu Inc	−79,786	275,958	$8,449,833
PLAB	Photronics Inc	−70,437	37,567	$1,518,082
INDI	indie Semiconductor, Inc.	−58,530	2,054,442	$6,615,303
DCO	Ducommun Inc /De/	−46,275	128,210	$15,641,620
KRUS	Kura Sushi USA, Inc.	−35,580	90,676	$6,328,278
INFU	InfuSystem Holdings, Inc	−28,581	469,408	$4,332,635
AIV	Apartment Investment & Management Co	−27,557	968,124	$3,940,264
WTTR	Select Water Solutions, Inc.	−25,934	913,923	$13,983,021
KRMD	KORU Medical Systems, Inc.	−21,935	760,451	$3,285,148
SEI	Solaris Energy Infrastructure, Inc.	−20,553	143,771	$8,124,499
NVRI	Enviri Corp	−17,797	625,852	$0
CYRX	Cryoport, Inc.	−17,354	609,073	$5,043,124
MLAB	Mesa Laboratories Inc /Co/	−16,985	68,032	$6,015,389
WNC	WABASH NATIONAL Corp	−15,582	548,037	$4,724,078
BXC	BlueLinx Holdings Inc.	−11,996	70,270	$3,807,228
HURC	Hurco Companies Inc	−6,149	211,539	$3,111,738
NTIC	Northern Technologies International Corp	−6,114	206,259	$1,699,574
TILE	Interface Inc	−4,822	168,968	$4,210,682
SRTS	Sensus Healthcare, Inc.	−4,321	152,418	$606,623
AEBI	Aebi Schmidt Holding AG	−3,913	137,409	$1,334,241
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
OPRT	Oportun Financial Corp	726,385	$3,348,634
PSIX	Power Solutions International, Inc.	39,266	$2,390,514
PPIH	Perma-Pipe International Holdings, Inc.	62,298	$1,857,103
CBRL	Cracker Barrel Old Country Store, Inc	65,000	$1,827,150
BJRI	BJs RESTAURANTS INC	49,000	$1,719,900
AP	Ampco Pittsburgh Corp	214,850	$1,443,792
SVV	Savers Value Village, Inc.	154,816	$1,151,831
TGEN	Tecogen Inc.	291,705	$746,764
CODA	Coda Octopus Group, Inc.	24,310	$274,703
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
EMBC	Embecta Corp.	231,244	$2,747,178
JBI	Janus International Group, Inc.	322,271	$2,107,652
ICHR	Ichor Holdings, Ltd.	75,807	$1,397,123
SNCY	Sun Country Airlines Holdings, LLC	79,844	$1,148,955
BLFS	Biolife Solutions Inc	28,454	$688,017
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 positions · $217,887,431 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DCO	Ducommun Inc /De/ Industrials	Reduced	128,210	-46,275	$15,641,620	−5.8%	7.18%
WTTR	Select Water Solutions, Inc. Energy	Reduced	913,923	-25,934	$13,983,021	+41.4%	6.42%
THR	Thermon Group Holdings, Inc. Industrials	Reduced	241,463	-98,212	$12,169,735	−3.6%	5.59%
MGNI	Magnite, Inc. Communication Services	Added	992,351	+166,756	$11,789,129	−12.0%	5.41%
COHU	Cohu Inc Technology	Reduced	275,958	-79,786	$8,449,833	+2.1%	3.88%
SEI	Solaris Energy Infrastructure, Inc. Energy	Reduced	143,771	-20,553	$8,124,499	+7.6%	3.73%
ARHS	Arhaus, Inc. Consumer Cyclical	Added	1,195,473	+373,739	$8,105,306	−12.0%	3.72%
AMPL	Amplitude, Inc. Technology	Added	1,163,826	+301,952	$7,937,293	−20.5%	3.64%
INDI	indie Semiconductor, Inc. Technology	Reduced	2,054,442	-58,530	$6,615,303	−11.3%	3.04%
SHOE	Shoe Station Group Inc Consumer Cyclical	Added	423,080	+7,970	$6,595,817	−5.9%	3.03%
KRUS	Kura Sushi USA, Inc. Consumer Cyclical	Reduced	90,676	-35,580	$6,328,278	−4.2%	2.90%
MLAB	Mesa Laboratories Inc /Co/ Technology	Reduced	68,032	-16,985	$6,015,389	−9.9%	2.76%
SLP	Simulations Plus, Inc. Healthcare	Added	500,017	+160,775	$5,910,200	−4.4%	2.71%
BBW	Build-A-Bear Workshop Inc Consumer Cyclical	Added	152,126	+5,170	$5,697,118	−36.7%	2.61%
MBUU	Malibu Boats, Inc. Consumer Cyclical	Added	215,194	+57,319	$5,577,828	+25.2%	2.56%
AZTA	Azenta, Inc. Healthcare	Added	245,657	+78,812	$5,190,732	−6.5%	2.38%
PHR	Phreesia, Inc. Healthcare	Added	615,740	+137,466	$5,159,901	−36.2%	2.37%
CYRX	Cryoport, Inc. Industrials	Reduced	609,073	-17,354	$5,043,124	−16.1%	2.31%
WNC	WABASH NATIONAL Corp Industrials	Reduced	548,037	-15,582	$4,724,078	−3.1%	2.17%
INFU	InfuSystem Holdings, Inc Healthcare	Reduced	469,408	-28,581	$4,332,635	−3.0%	1.99%
MDXG	Mimedx Group, Inc. Healthcare	Reduced	1,093,028	-233,009	$4,317,460	−51.9%	1.98%
TILE	Interface Inc Consumer Cyclical	Reduced	168,968	-4,822	$4,210,682	−13.2%	1.93%
AIV	Apartment Investment & Management Co Real Estate	Reduced	968,124	-27,557	$3,940,264	−33.4%	1.81%
WERN	Werner Enterprises Inc Industrials	Added	130,157	+56,586	$3,827,917	+73.4%	1.76%
BXC	BlueLinx Holdings Inc. Industrials	Reduced	70,270	-11,996	$3,807,228	−24.7%	1.75%
PACK	Ranpak Holdings Corp. Consumer Cyclical	Reduced	987,489	-128,909	$3,525,335	−41.6%	1.62%
WEAV	Weave Communications, Inc. Healthcare	Added	755,404	+183,521	$3,489,966	−19.6%	1.60%
OPRT	Oportun Financial Corp Financial Services	NEW	726,385	NEW	$3,348,634	NEW	1.54%
KRMD	KORU Medical Systems, Inc. Healthcare	Reduced	760,451	-21,935	$3,285,148	−27.7%	1.51%
HURC	Hurco Companies Inc Industrials	Reduced	211,539	-6,149	$3,111,738	−7.5%	1.43%
INMD	InMode Ltd. Healthcare	Reduced	226,065	-178,388	$3,092,569	−47.9%	1.42%
PSIX	Power Solutions International, Inc. Industrials	NEW	39,266	NEW	$2,390,514	NEW	1.10%
MASS	908 Devices Inc. Healthcare	Added	361,738	+14,703	$2,213,836	+21.5%	1.02%
BVS	Bioventus Inc. Healthcare	Reduced	207,720	-107,440	$1,896,483	−19.1%	0.87%
PPIH	Perma-Pipe International Holdings, Inc. Industrials	NEW	62,298	NEW	$1,857,103	NEW	0.85%
CBRL	Cracker Barrel Old Country Store, Inc Consumer Cyclical	NEW	65,000	NEW	$1,827,150	NEW	0.84%
BJRI	BJs RESTAURANTS INC Consumer Cyclical	NEW	49,000	NEW	$1,719,900	NEW	0.79%
NTIC	Northern Technologies International Corp Basic Materials	Reduced	206,259	-6,114	$1,699,574	+2.2%	0.78%
PLAB	Photronics Inc Technology	Reduced	37,567	-70,437	$1,518,082	−56.1%	0.70%
AP	Ampco Pittsburgh Corp Industrials	NEW	214,850	NEW	$1,443,792	NEW	0.66%
AEBI	Aebi Schmidt Holding AG Industrials	Reduced	137,409	-3,913	$1,334,241	−25.4%	0.61%
RCMT	Rcm Technologies, Inc. Industrials	Reduced	64,126	-1,825	$1,227,371	−9.0%	0.56%
SVV	Savers Value Village, Inc. Consumer Cyclical	NEW	154,816	NEW	$1,151,831	NEW	0.53%
TWIN	Twin Disc Inc Industrials	Added	57,959	+3,352	$873,442	−4.1%	0.40%
TGEN	Tecogen Inc. Industrials	NEW	291,705	NEW	$746,764	NEW	0.34%
OWLT	Owlet, Inc. Healthcare	Added	137,447	+57,042	$706,477	−45.7%	0.32%
DAVE	Dave Inc./DE Technology	Reduced	3,562	-105	$620,108	−23.6%	0.28%
SRTS	Sensus Healthcare, Inc. Healthcare	Reduced	152,418	-4,321	$606,623	−2.8%	0.28%
VSXY	Victoria's Secret & Co. Consumer Cyclical	Reduced	9,311	-268	$431,657	−16.8%	0.20%
CODA	Coda Octopus Group, Inc. Industrials	NEW	24,310	NEW	$274,703	NEW	0.13%