Meros Investment Management, LP
Long book
$230.7M
Q1 2026
Positions
52
Top-10 weight
46%
concentration
Last quarter
+30.7%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsMeros Investment Management, LP is a diversified fundamental manager, running a $230.7M US long book across 52 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: DUCOMMUN INC, SELECT WATER SOLUTIONS INC, ENVIRI CORP, THERMON GROUP HOLDINGS INC, MAGNITE INC.
Over the last 9 quarters its long book ran on average 1.4pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-6.6%
Q2 2024
+5.5%
Q3 2024
+8.8%
Q4 2024
-24.1%
Q1 2025
+10.2%
Q2 2025
+9.6%
Q3 2025
+0.6%
Q4 2025
-7.2%
Q1 2026
+30.7%
Sector allocation
Technology 24%
Industrials 24%
Consumer discretionary 16%
Healthcare 10%
Other 10%
Energy 6%
Utilities 5%
Services media 3%
Long book by quarter
What does Meros Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| DCO DUCOMMUN INC | Industrials | 128.2K | $15.6M | 6.8% | -26.5% |
| WTTR SELECT WATER SOLUTIONS INC | Energy | 913.9K | $14.0M | 6.1% | -2.8% |
| NVRI ENVIRI CORP | Utilities | 625.9K | $12.3M | 5.3% | -2.8% |
| 8TG THERMON GROUP HOLDINGS INC | — | 241.5K | $12.2M | 5.3% | -28.9% |
| MGNI MAGNITE INC | Technology | 992.4K | $11.8M | 5.1% | +20.2% |
| COHU COHU INC | Technology | 276.0K | $8.4M | 3.7% | -22.4% |
| SEI SOLARIS ENERGY INFRASTRUCTUR | Industrials | 143.8K | $8.1M | 3.5% | -12.5% |
| ARHS ARHAUS INC | Consumer discretionary | 1.2M | $8.1M | 3.5% | +45.5% |
| AMPL AMPLITUDE INC-CLASS A | Technology | 1.2M | $7.9M | 3.4% | +35.0% |
| INDI INDIE SEMICONDUCTOR INC-A | Technology | 2.1M | $6.6M | 2.9% | -2.8% |
| SHOE SHOE STATION GROUP INC | Consumer discretionary | 423.1K | $6.6M | 2.9% | +1.9% |
| KRUS KURA SUSHI USA INC-CLASS A | Consumer discretionary | 90.7K | $6.3M | 2.7% | -28.2% |
| MLAB MESA LABORATORIES INC | Technology | 68.0K | $6.0M | 2.6% | -20.0% |
| SLP SIMULATIONS PLUS INC | Technology | 500.0K | $5.9M | 2.6% | +47.4% |
| BBW BUILD-A-BEAR WORKSHOP INC | Consumer discretionary | 152.1K | $5.7M | 2.5% | +3.5% |
| MBUU MALIBU BOATS INC - A | Industrials | 215.2K | $5.6M | 2.4% | +36.3% |
| AZTA AZENTA INC | Industrials | 245.7K | $5.2M | 2.2% | +47.2% |
| PHR PHREESIA INC | Services media | 615.7K | $5.2M | 2.2% | +28.7% |
| CYRX CRYOPORT INC | Healthcare | 609.1K | $5.0M | 2.2% | -2.8% |
| WNC WABASH NATIONAL CORP | Industrials | 548.0K | $4.7M | 2.0% | -2.8% |
| INFU INFUSYSTEM HOLDINGS INC | Healthcare | 469.4K | $4.3M | 1.9% | -5.7% |
| MDXG MIMEDX GROUP INC | Healthcare | 1.1M | $4.3M | 1.9% | -17.6% |
| TILE INTERFACE INC | Other | 169.0K | $4.2M | 1.8% | -2.8% |
| WERN WERNER ENTERPRISES INC | Industrials | 130.2K | $3.8M | 1.7% | +76.9% |
| BXC BLUELINX HOLDINGS INC | Consumer discretionary | 70.3K | $3.8M | 1.6% | -14.6% |
| PACK RANPAK HOLDINGS CORP | Other | 987.5K | $3.5M | 1.5% | -11.5% |
| WEAV WEAVE COMMUNICATIONS INC | Technology | 755.4K | $3.5M | 1.5% | +32.1% |
| OPRT OPORTUN FINANCIAL CORP | Financials | 726.4K | $3.3M | 1.5% | New |
| KRMD KORU MEDICAL SYSTEMS INC | Healthcare | 760.5K | $3.3M | 1.4% | -2.8% |
| HURC HURCO COMPANIES INC | Technology | 211.5K | $3.1M | 1.3% | -2.8% |
| INMD INMODE LTD | Healthcare | 226.1K | $3.1M | 1.3% | -44.1% |
| PSIX POWER SOLUTIONS INTERNATIONA | Industrials | 39.3K | $2.4M | 1.0% | New |
| MASS 908 DEVICES INC | Other | 361.7K | $2.2M | 1.0% | +4.2% |
| BVS BIOVENTUS INC - A | Healthcare | 207.7K | $1.9M | 0.8% | -34.1% |
| PPIH PERMA-PIPE INTERNATIONAL HOL | Industrials | 62.3K | $1.9M | 0.8% | New |
| CBRL CRACKER BARREL OLD COUNTRY | Consumer discretionary | 65.0K | $1.8M | 0.8% | New |
| BJRI BJ'S RESTAURANTS INC | Consumer discretionary | 49.0K | $1.7M | 0.7% | New |
| NTIC NORTHERN TECHNOLOGIES INTL | Industrials | 206.3K | $1.7M | 0.7% | -2.9% |
| PLAB PHOTRONICS INC | Technology | 37.6K | $1.5M | 0.7% | -65.2% |
| AP AMPCO-PITTSBURGH CORP | Industrials | 214.8K | $1.4M | 0.6% | New |
| AEBI AEBI SCHMIDT HOLDING AG | Industrials | 137.4K | $1.3M | 0.6% | -2.8% |
| RCMT RCM TECHNOLOGIES INC | Services media | 64.1K | $1.2M | 0.5% | -2.8% |
| SVV SAVERS VALUE VILLAGE INC | Consumer discretionary | 154.8K | $1.2M | 0.5% | New |
| TWIN TWIN DISC INC | Industrials | 58.0K | $873K | 0.4% | +6.1% |
| TGEN TECOGEN INC/WALTHAM MA | Industrials | 291.7K | $747K | 0.3% | New |
| OWLT OWLET INC | Other | 137.4K | $706K | 0.3% | +70.9% |
| DAVE DAVE INC | Financials | 3.6K | $620K | 0.3% | -2.9% |
| SRTS SENSUS HEALTHCARE INC | Healthcare | 152.4K | $607K | 0.3% | -2.8% |
| HBIO HARVARD BIOSCIENCE INC | Healthcare | 118.5K | $577K | 0.3% | -90.3% |
| VSXY VICTORIA'S SECRET & CO | Consumer discretionary | 9.3K | $432K | 0.2% | -2.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 52 | $230.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 48 | $252.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 43 | $234.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 41 | $210.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 41 | $170.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 40 | $223.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 18, 2024 | 40 | $221.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 15, 2024 | 39 | $211.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 40 | $223.7M | canonical | SEC ↗ |
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