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 Carnival Inc
Consumer Cyclical
|
423,080 | $6,595,817 | 3.03% |
Portfolio Trend
18 quarters · across all stocks
Holdings in TILE
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,210,682 | 168,968 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,852,216 | 173,790 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,820,709 | 166,576 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,927,670 | 426,549 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,164,120 | 411,498 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,343,733 | 424,794 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,298,858 | 648,332 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $10,251,117 | 698,305 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $11,566,928 | 687,689 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,662,481 | 686,409 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $8,268,476 | 842,862 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,456,425 | 848,285 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,432,469 | 792,176 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,870,130 | 797,379 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,680,841 | 520,672 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,519,546 | 519,900 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,083,567 | 522,002 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,800,985 | 489,090 | Shares | Sole | 2022-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||