Meros Investment Management, LP
Top Portfolio Positions
51 positions ·
$217,887,431 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DCO |
Ducommun Inc /De/
Industrials
|
128,210 | $15,641,620 | 7.18% | |
| WTTR |
Select Water Solutions, Inc.
Energy
|
913,923 | $13,983,021 | 6.42% | |
| THR |
Thermon Group Holdings, Inc.
Industrials
|
241,463 | $12,169,735 | 5.59% | |
| MGNI |
Magnite, Inc.
Communication Services
|
992,351 | $11,789,129 | 5.41% | |
| COHU |
Cohu Inc
Technology
|
275,958 | $8,449,833 | 3.88% | |
| SEI |
Solaris Energy Infrastructure, Inc.
Energy
|
143,771 | $8,124,499 | 3.73% | |
| ARHS |
Arhaus, Inc.
Consumer Cyclical
|
1,195,473 | $8,105,306 | 3.72% | |
| AMPL |
Amplitude, Inc.
Technology
|
1,163,826 | $7,937,293 | 3.64% | |
| INDI |
indie Semiconductor, Inc.
Technology
|
2,054,442 | $6,615,303 | 3.04% | |
| SHOE |
Shoe Station Group Inc
Consumer Cyclical
|
423,080 | $6,595,817 | 3.03% |
Portfolio Trend
18 quarters · across all stocks
Holdings in COHU
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,449,833 | 275,958 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,278,162 | 355,744 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,688,326 | 328,988 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,540,082 | 235,971 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,020,786 | 205,356 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,809,551 | 180,133 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $257,000 | 10,000 | Shares | Sole | 2024-11-18 | |
| No 13F history on record for this holder in this stock. | ||||||