§ 13F · FUND PROFILE
Meros Investment Management, LP.
AUM · $234M (13F)Positions · 43Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DCO | DUCOMMUN INC DEL | 118K | $22M | 7.0% | −8% |
| 2 | MGNI | MAGNITE INC | 991K | $19M | 6.0% | ±0% |
| 3 | WTTR | SELECT WATER SOLUTIONS INC | 913K | $18M | 5.8% | ±0% |
| 4 | ARHS | ARHAUS INC | 1.68M | $14M | 4.5% | +41% |
| 5 | COHU | COHU INC | 191K | $14M | 4.5% | −31% |
| 6 | WERN | WERNER ENTERPRISES INC | 280K | $12M | 3.9% | +115% |
| 7 | CYRX | CRYOPORT INC | 743K | $12M | 3.7% | +22% |
| 8 | MBUU | MALIBU BOATS INC | 360K | $10M | 3.1% | +67% |
| 9 | SEI | SOLARIS OILFIELD INFRASTRUCT | 119K | $10M | 3.0% | −17% |
| 10 | BJRI | BJS RESTAURANTS INC | 143K | $9M | 2.8% | +193% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEROS SIGNAL
AC read
Meros Investment Management, LP is a Other fund managing $234 million in assets. The fund runs a portfolio of 43 positions.
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