Meros Investment Management, LP

Portfolio Overview

Meros Investment Management, LP disclosed 52 positions worth $230.7M in its Form 13F-HR for Q1 2026, led by $DCO (DUCOMMUN INC /DE/) at 6.8% of the equity portfolio, followed by $WTTR and $NVRI. During the quarter the fund opened 9 new positions and exited 5 — including a new stake in $OPRT and a full exit from $EMBC. The portfolio is most concentrated in Technology (30.7% of disclosed assets). All figures are sourced directly from Meros Investment Management, LP’s Form 13F-HR filing with the SEC under CIK 1911372.

• 

  DUCOMMUN INC /DE/

  $DCO

  38.4#2,012

  Quality

  $15.6M128,210 sh
• 

  Select Water Solutions, Inc.

  $WTTR

  39.1#1,984

  Quality

  $14.0M913,923 sh
• 

  ENVIRI Corp

  $NVRI

  35.6#2,133

  Quality

  $12.3M625,852 sh
• 

  Thermon Group Holdings, Inc.

  $THR

  58.1

  Quality

  $12.2M241,463 sh
• 

  MAGNITE, INC.

  $MGNI

  42.6

  Quality

  $11.8M992,351 sh
• 

  COHU INC

  $COHU

  25.2

  Quality

  $8.4M275,958 sh
• 

  Solaris Energy Infrastructure, Inc.

  $SEI

  56.9

  Quality

  $8.1M143,771 sh
• 

  Arhaus, Inc.

  $ARHS

  47.6

  Quality

  $8.1M1,195,473 sh
• 

  Amplitude, Inc.

  $AMPL

  34.5

  Quality

  $7.9M1,163,826 sh
• 

  indie Semiconductor, Inc.

  $INDI

  23.5

  Quality

  $6.6M2,054,442 sh

Company	Quality	Value	Shares
DUCOMMUN INC /DE/$DCO	38.4#2,012	$15.6M	128,210
Select Water Solutions, Inc.$WTTR	39.1#1,984	$14.0M	913,923
ENVIRI Corp$NVRI	35.6#2,133	$12.3M	625,852
Thermon Group Holdings, Inc.$THR	58.1	$12.2M	241,463
MAGNITE, INC.$MGNI	42.6	$11.8M	992,351
COHU INC$COHU	25.2	$8.4M	275,958
Solaris Energy Infrastructure, Inc.$SEI	56.9	$8.1M	143,771
Arhaus, Inc.$ARHS	47.6	$8.1M	1,195,473
Amplitude, Inc.$AMPL	34.5	$7.9M	1,163,826
indie Semiconductor, Inc.$INDI	23.5	$6.6M	2,054,442

Showing top 10 of 52 holdings.

Full Holdings — Meros Investment Management, LP (Q1 2026)

All 52 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$DCO	DUCOMMUN INC /DE/	$15.6M	6.8%	-27%	38.4
2	$WTTR	Select Water Solutions, Inc.	$14.0M	6.1%	-3%	39.1
3	$NVRI	ENVIRI Corp	$12.3M	5.3%	-3%	35.6
4	$THR	Thermon Group Holdings, Inc.	$12.2M	5.3%	-29%	58.1
5	$MGNI	MAGNITE, INC.	$11.8M	5.1%	+20%	42.6
6	$COHU	COHU INC	$8.4M	3.7%	-22%	25.2
7	$SEI	Solaris Energy Infrastructure, Inc.	$8.1M	3.5%	-13%	56.9
8	$ARHS	Arhaus, Inc.	$8.1M	3.5%	+45%	47.6
9	$AMPL	Amplitude, Inc.	$7.9M	3.4%	+35%	34.5
10	$INDI	indie Semiconductor, Inc.	$6.6M	2.9%	-3%	23.5
11	—	SHOE CARNIVAL INC	$6.6M	2.9%	+2%	—
12	$KRUS	KURA SUSHI USA, INC.	$6.3M	2.7%	-28%	41.4
13	$MLAB	MESA LABORATORIES INC /CO/	$6.0M	2.6%	-20%	57.9
14	$SLP	Simulations Plus, Inc.	$5.9M	2.6%	+47%	37.4
15	$BBW	BUILD-A-BEAR WORKSHOP INC	$5.7M	2.5%	+4%	61.7
16	$MBUU	MALIBU BOATS, INC.	$5.6M	2.4%	+36%	48.7
17	$AZTA	Azenta, Inc.	$5.2M	2.3%	+47%	29.8
18	$PHR	Phreesia, Inc.	$5.2M	2.2%	+29%	53.2
19	$CYRX	Cryoport, Inc.	$5.0M	2.2%	-3%	59.7
20	$WNC	WABASH NATIONAL Corp	$4.7M	2.0%	-3%	55.3
21	$INFU	InfuSystem Holdings, Inc	$4.3M	1.9%	-6%	53.1
22	$MDXG	MIMEDX GROUP, INC.	$4.3M	1.9%	-18%	55.6
23	$TILE	INTERFACE INC	$4.2M	1.8%	-3%	62.2
24	$AIV	APARTMENT INVESTMENT & MANAGEMENT CO	$3.9M	1.7%	-3%	56.3
25	$WERN	WERNER ENTERPRISES INC	$3.8M	1.7%	+77%	39.2
26	$BXC	BlueLinx Holdings Inc.	$3.8M	1.6%	-15%	36.8
27	$PACK	Ranpak Holdings Corp.	$3.5M	1.5%	-12%	29
28	$WEAV	Weave Communications, Inc.	$3.5M	1.5%	+32%	38.3
29	$OPRT	Oportun Financial Corp	$3.3M	1.4%	NEW	50.3
30	$KRMD	KORU Medical Systems, Inc.	$3.3M	1.4%	-3%	35.2
31	$HURC	HURCO COMPANIES INC	$3.1M	1.4%	-3%	30
32	$INMD	InMode Ltd.	$3.1M	1.3%	-44%	—
33	$PSIX	POWER SOLUTIONS INTERNATIONAL, INC.	$2.4M	1.0%	NEW	75
34	$MASS	908 Devices Inc.	$2.2M	1.0%	+4%	43.3
35	$BVS	Bioventus Inc.	$1.9M	0.8%	-34%	50
36	$PPIH	Perma-Pipe International Holdings, Inc.	$1.9M	0.8%	NEW	54
37	$CBRL	CRACKER BARREL OLD COUNTRY STORE, INC	$1.8M	0.8%	NEW	45.1
38	$BJRI	BJs RESTAURANTS INC	$1.7M	0.8%	NEW	53
39	$NTIC	NORTHERN TECHNOLOGIES INTERNATIONAL CORP	$1.7M	0.7%	-3%	26.7
40	$PLAB	PHOTRONICS INC	$1.5M	0.7%	-65%	51.1
41	$AP	AMPCO PITTSBURGH CORP	$1.4M	0.6%	NEW	35.9
42	$AEBI	Aebi Schmidt Holding AG	$1.3M	0.6%	-3%	33.6
43	$RCMT	RCM TECHNOLOGIES, INC.	$1.2M	0.5%	-3%	53.9
44	$SVV	Savers Value Village, Inc.	$1.2M	0.5%	NEW	39.1
45	$TWIN	TWIN DISC INC	$873,442	0.4%	+6%	60.2
46	$TGEN	TECOGEN INC.	$746,765	0.3%	NEW	24.3
47	$OWLT	Owlet, Inc.	$706,478	0.3%	+71%	32.5
48	$DAVE	Dave Inc./DE	$620,109	0.3%	-3%	78.1
49	$SRTS	Sensus Healthcare, Inc.	$606,624	0.3%	-3%	18
50	$HBIO	HARVARD BIOSCIENCE INC	$577,205	0.3%	-90%	20.8
51	$VSXY	Victoria's Secret & Co.	$431,658	0.2%	-3%	46.8
52	$CODA	Coda Octopus Group, Inc.	$274,703	0.1%	NEW	—