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 |
|---|---|---|---|---|
| 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 SEI
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,124,499 | 143,771 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,553,974 | 164,324 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,660,767 | 291,738 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,564,684 | 302,746 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,088,293 | 233,837 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,410,445 | 361,725 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,491,049 | 430,333 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,797,234 | 326,018 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,775,006 | 320,070 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,650,200 | 584,196 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,947,842 | 557,959 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,510,578 | 541,486 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,201,765 | 374,914 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,382,961 | 239,976 | Shares | Sole | 2023-02-14 | |
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