Meros Investment Management, LP
Top Portfolio Positions
51 positions ·
$230,166,647 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DCO |
Ducommun Inc /De/
Industrials
|
128,210 | $15,641,620 | 6.80% | |
| WTTR |
Select Water Solutions, Inc.
Energy
|
913,923 | $13,983,021 | 6.08% | |
| NVRI |
ENVIRI Corp
Industrials
|
625,852 | $12,279,216 | 5.33% | |
| THR |
Thermon Group Holdings, Inc.
Industrials
|
241,463 | $12,169,735 | 5.29% | |
| MGNI |
Magnite, Inc.
Communication Services
|
992,351 | $11,789,129 | 5.12% | |
| COHU |
Cohu Inc
Technology
|
275,958 | $8,449,833 | 3.67% | |
| SEI |
Solaris Energy Infrastructure, Inc.
Energy
|
143,771 | $8,124,499 | 3.53% | |
| ARHS |
Arhaus, Inc.
Consumer Cyclical
|
1,195,473 | $8,105,306 | 3.52% | |
| AMPL |
Amplitude, Inc.
Technology
|
1,163,826 | $7,937,293 | 3.45% | |
| INDI |
indie Semiconductor, Inc.
Technology
|
2,054,442 | $6,615,303 | 2.87% |
Portfolio Trend
Holdings in CODA
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,703 | 24,310 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||