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Meros Investment Management, Lp Top Holdings and 13F Report (2025)

About Meros Investment Management, Lp

Investment Activity

  • Meros Investment Management, Lp has $223.30 million in total holdings as of December 31, 2024.
  • Meros Investment Management, Lp owns shares of 40 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 9.56% of the portfolio was purchased this quarter.
  • About 13.86% of the portfolio was sold this quarter.
  • This quarter, Meros Investment Management, Lp has purchased 40 new stocks and bought additional shares in 12 stocks.
  • Meros Investment Management, Lp sold shares of 24 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Magnite
$14,764,383
Ducommun
$12,444,639
Photronics
$10,671,997
Interface
$10,343,734

Largest New Holdings this Quarter

MiMedx Group
$3,800,612 Holding
PERMA-FIX ENVIRONMENTAL SVCS
$1,862,007 Holding
Centrus Energy
$960,050 Holding
Amplitude
$101,976 Holding

Largest Purchases this Quarter

Cohu
170,133 shares (about $4.54M)
Enviri
547,985 shares (about $4.22M)
MiMedx Group
395,074 shares (about $3.80M)
PERMA-FIX ENVIRONMENTAL SVCS
168,203 shares (about $1.86M)
indie Semiconductor
375,624 shares (about $1.52M)

Largest Sales this Quarter

Interface
223,538 shares (about $5.44M)
Solaris Oilfield Infrastructure
68,608 shares (about $1.97M)
Magnite
114,984 shares (about $1.83M)
Anika Therapeutics
59,620 shares (about $981.35K)
Radiant Logistics
135,125 shares (about $905.34K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeros Investment Management, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Magnite, Inc. stock logo
MGNI
Magnite
$14,764,383$1,830,545 -11.0%927,4116.6%Computer and Technology
Ducommun Incorporated stock logo
DCO
Ducommun
$12,444,639$633,481 -4.8%195,4865.6%Aerospace
Photronics, Inc. stock logo
PLAB
Photronics
$10,671,997$551,869 -4.9%452,9714.8%Computer and Technology
Solaris Oilfield Infrastructure, Inc. stock logo
SOI
Solaris Oilfield Infrastructure
$10,410,446$1,974,538 -15.9%361,7254.7%Oils/Energy
Interface, Inc. stock logo
TILE
Interface
$10,343,734$5,443,150 -34.5%424,7944.6%Consumer Discretionary
Columbus McKinnon Co. stock logo
CMCO
Columbus McKinnon
$10,332,908$35,825 0.3%277,4684.6%Industrial Products
Select Water Solutions, Inc. stock logo
WTTR
Select Water Solutions
$10,013,942$459,362 -4.4%756,3404.5%Business Services
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$8,159,751$383,687 -4.5%263,6433.7%Industrial Products
Wabash National Co. stock logo
WNC
Wabash National
$7,864,434$422,614 -5.1%459,1033.5%Auto/Tires/Trucks
Plymouth Industrial REIT, Inc. stock logo
PLYM
Plymouth Industrial REIT
$6,906,222$371,237 5.7%387,9903.1%Finance
Ranpak Holdings Corp. stock logo
PACK
Ranpak
$6,578,828$115,818 1.8%956,2252.9%Industrial Products
Enviri Co. stock logo
NVRI
Enviri
$6,416,218$4,219,485 192.1%833,2752.9%Business Services
Thermon Group Holdings, Inc. stock logo
THR
Thermon Group
$6,406,619$238,705 3.9%222,6842.9%Computer and Technology
Ichor Holdings, Ltd. stock logo
ICHR
Ichor
$6,247,232$103,942 -1.6%193,8932.8%Computer and Technology
Outbrain Inc. stock logo
OB
Outbrain
$6,204,346$318,770 -4.9%864,1152.8%Business Services
Apartment Investment and Management stock logo
AIV
Apartment Investment and Management
$5,938,561$313,696 -5.0%653,3072.7%Finance
BlueLinx Holdings Inc. stock logo
BXC
BlueLinx
$5,908,526$302,700 -4.9%57,8362.6%Construction
Arhaus, Inc. stock logo
ARHS
Arhaus
$5,458,392$764,718 16.3%580,6802.4%Retail/Wholesale
INFUSYSTEM HLDGS INC
$5,332,837$136,704 2.6%631,1052.4%COM
Mesa Laboratories, Inc. stock logo
MLAB
Mesa Laboratories
$5,309,482$926,123 21.1%40,2632.4%Medical
Berry Co. stock logo
BRY
Berry
$5,193,186$266,257 -4.9%1,257,4302.3%Oils/Energy
Embecta Corp. stock logo
EMBC
Embecta
$5,106,993$1,183,493 30.2%247,3122.3%Medical
indie Semiconductor, Inc. stock logo
INDI
indie Semiconductor
$5,025,843$1,521,277 43.4%1,240,9492.3%Computer and Technology
Hurco Companies, Inc. stock logo
HURC
Hurco Companies
$4,876,840$265,064 -5.2%252,8172.2%Industrial Products
Cohu, Inc. stock logo
COHU
Cohu
$4,809,551$4,542,551 1,701.3%180,1332.2%Computer and Technology
Radiant Logistics, Inc. stock logo
RLGT
Radiant Logistics
$4,542,868$905,338 -16.6%678,0402.0%Transportation
BioLife Solutions, Inc. stock logo
BLFS
BioLife Solutions
$4,294,952$219,751 -4.9%165,4451.9%Medical
Malibu Boats, Inc. stock logo
MBUU
Malibu Boats
$3,974,128$13,871 -0.3%105,7231.8%Consumer Discretionary
MiMedx Group, Inc. stock logo
MDXG
MiMedx Group
$3,800,612$3,800,612 New Holding395,0741.7%Medical
Northern Technologies International Co. stock logo
NTIC
Northern Technologies International
$3,449,892$178,635 -4.9%255,7371.5%Basic Materials
KORU Medical Systems, Inc. stock logo
KRMD
KORU Medical Systems
$2,947,368$153,361 -4.9%765,5501.3%Medical
Anika Therapeutics, Inc. stock logo
ANIK
Anika Therapeutics
$2,924,531$981,345 -25.1%177,6751.3%Medical
AerSale Co. stock logo
ASLE
AerSale
$2,694,668$138,008 -4.9%427,7251.2%Aerospace
Civeo Co. stock logo
CVEO
Civeo
$2,493,770$559,753 28.9%109,7611.1%Consumer Discretionary
PERMA-FIX ENVIRONMENTAL SVCS
$1,862,007$1,862,007 New Holding168,2030.8%COM NEW
Harvard Bioscience, Inc. stock logo
HBIO
Harvard Bioscience
$1,716,922$41,951 -2.4%813,7070.8%Computer and Technology
Centrus Energy Corp. stock logo
LEU
Centrus Energy
$960,050$960,050 New Holding14,4130.4%Basic Materials
Shoe Carnival, Inc. stock logo
SCVL
Shoe Carnival
$469,207$21,171 -4.3%14,1840.2%Retail/Wholesale
Victoria's Secret & Co. stock logo
VSCO
Victoria's Secret & Co.
$337,946$15,450 -4.4%8,1590.2%Retail/Wholesale
Amplitude, Inc. stock logo
AMPL
Amplitude
$101,976$101,976 New Holding9,6660.0%Business Services
NET LEASE OFFICE PROPERTIES
$0$4,646,677 -100.0%00.0%COM
Proto Labs, Inc. stock logo
PRLB
Proto Labs
$0$4,245,169 -100.0%00.0%Industrial Products
Daktronics, Inc. stock logo
DAKT
Daktronics
$0$3,548,352 -100.0%00.0%Computer and Technology
The ONE Group Hospitality, Inc. stock logo
STKS
ONE Group Hospitality
$0$2,560,448 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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