Holders — by stockHoldings — by fund
Meros Investment Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001911372
$315.2M
disclosed book value
50
positions
7%
largest position share
Positions, as of 2026-06-30
top 50 of 50 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DCODUCOMMUN INC DEL | 118,423 | $21.9M | 7% |
| 2 | MGNIMAGNITE INC | 991,335 | $18.8M | 6% |
| 3 | WTTRSELECT WATER SOLUTIONS INC | 912,982 | $18.2M | 5.8% |
| 4 | ARHSARHAUS INC | 1.7M | $14.2M | 4.5% |
| 5 | COHUCOHU INC | 190,686 | $14.1M | 4.5% |
| 6 | WERNWERNER ENTERPRISES INC | 279,870 | $12.2M | 3.9% |
| 7 | CYRXCRYOPORT INC | 743,312 | $11.7M | 3.7% |
| 8 | MBUUMALIBU BOATS INC | 359,568 | $9.9M | 3.1% |
| 9 | SEISOLARIS OILFIELD INFRASTRUCT | 118,634 | $9.5M | 3% |
| 10 | BJRIBJS RESTAURANTS INC | 143,493 | $8.7M | 2.8% |
| 11 | KRUSKURA SUSHI USA INC | 147,676 | $8.5M | 2.7% |
| 12 | CBRLCRACKER BARREL OLD CTRY STOR | 159,326 | $8.5M | 2.7% |
| 13 | ALGTALLEGIANT TRAVEL CO | 69,928 | $8.2M | 2.6% |
| 14 | PLABPHOTRONICS INC | 237,567 | $7.7M | 2.5% |
| 15 | HCSGHEALTHCARE SVCS GROUP INC | 289,597 | $7.1M | 2.3% |
| 16 | TILEINTERFACE INC | 188,776 | $6.8M | 2.1% |
| 17 | MLABMESA LABS INC | 67,962 | $6.8M | 2.1% |
| 18 | TAT TECHNOLOGIES LTD | 137,880 | $6.6M | 2.1% |
| 19 | OPRTOPORTUN FINL CORP | 1.1M | $6.4M | 2% |
| 20 | HA7ENVIRI CORP | 288,617 | $6.3M | 2% |
| 21 | AMPLAMPLITUDE | 827,977 | $6.3M | 2% |
| 22 | CECOCECO ENVIRONMENTAL CORP | 68,066 | $6.2M | 2% |
| 23 | AEBI SCHMIDT HLDG AG | 451,816 | $5.7M | 1.8% |
| 24 | AZTAAZENTA INC | 220,431 | $5.6M | 1.8% |
| 25 | BXCBLUELINX HLDGS INC | 87,181 | $5.4M | 1.7% |
| 26 | SVVSAVERS VALUE VLG INC | 527,422 | $5.3M | 1.7% |
| 27 | PACKRANPAK HOLDINGS CORP | 717,764 | $5.2M | 1.7% |
| 28 | PSIXPOWER SOLUTIONS INTL INC | 129,266 | $5.0M | 1.6% |
| 29 | HURCHURCO CO | 211,318 | $4.8M | 1.5% |
| 30 | ATRCATRICURE INC | 170,000 | $4.8M | 1.5% |
| 31 | INFUINFUSYSTEM HLDGS INC | 468,934 | $4.5M | 1.4% |
| 32 | MDXGMIMEDX INDS INC TENN | 1.1M | $4.3M | 1.4% |
| 33 | PPIHPERMA-PIPE INTL HLDGS INC | 132,163 | $3.6M | 1.1% |
| 34 | INDIINDIE SEMICONDUCTOR INC | 778,644 | $3.5M | 1.1% |
| 35 | WEAVWEAVE COMMUNICATIONS INC | 554,836 | $3.3M | 1.1% |
| 36 | KRMDKORU MEDICAL SYSTEMS INC | 759,664 | $3.2M | 1% |
| 37 | MASS908 DEVICES INC | 361,368 | $3.1M | 1% |
| 38 | AIVAPARTMENT INVT & MGMT CO | 967,132 | $2.9M | 0.9% |
| 39 | CODACODA OCTOPUS GROUP INC | 254,310 | $2.5M | 0.8% |
| 40 | SLPSIMULATIONS PLUS INC | 130,229 | $2.4M | 0.8% |
| 41 | APAMPCO-PITTSBURG CORP | 239,910 | $2.1M | 0.7% |
| 42 | OWLTOWLET INC | 327,112 | $1.9M | 0.6% |
| 43 | STAASTAAR SURGICAL CO | 65,000 | $1.9M | 0.6% |
| 44 | TWINTWIN DISC INC | 80,377 | $1.9M | 0.6% |
| 45 | TGENTECOGEN INC NEW | 353,487 | $1.8M | 0.6% |
| 46 | RCMTRCM TECHNOLOGIES INC | 59,066 | $1.7M | 0.5% |
| 47 | OPXSOPTEX SYS HLDGS INC | 95,312 | $1.3M | 0.4% |
| 48 | HBIOUSDHARVARD BIOSCIENCE INC | 182,992 | $1.1M | 0.4% |
| 49 | VSXYVICTORIAS SECRET AND CO | 9,302 | $776,531 | 0.2% |
| 50 | DAVEDAVE INC | 2,060 | $767,535 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.