Institutional Fund
Meros Investment Management, LP
Dallas, TXCIK 19113725 filings on record
Portfolio Value
$230.74M
Q1 2026
Holdings
52
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-8.5%
from $252.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ducommun Inc Del6.8%
- Select Water Solutions Inc6.1%
- Enviri Corp5.3%
- Thermon Group Hldgs Inc5.3%
- Magnite Inc5.1%
- Cohu Inc3.7%
- Other67.8%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ducommun Inc Del | 128.2K | $15.64M | 6.8% | −46.3K | Reduced |
| 2 | Select Water Solutions Inc | 913.9K | $13.98M | 6.1% | −25.9K | Reduced |
| 3 | Enviri Corp | 625.9K | $12.28M | 5.3% | −17.8K | Reduced |
| 4 | Thermon Group Hldgs Inc | 241.5K | $12.17M | 5.3% | −98.2K | Reduced |
| 5 | Magnite Inc | 992.4K | $11.79M | 5.1% | +166.8K | Added |
| 6 | Cohu Inc | 276.0K | $8.45M | 3.7% | −79.8K | Reduced |
| 7 | Solaris Energy Infras Inc | 143.8K | $8.12M | 3.5% | −20.6K | Reduced |
| 8 | Arhaus Inc | 1.20M | $8.11M | 3.5% | +373.7K | Added |
| 9 | Amplitude Inc | 1.16M | $7.94M | 3.4% | +302.0K | Added |
| 10 | Indie Semiconductor Inc | 2.05M | $6.62M | 2.9% | −58.5K | Reduced |
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