Meros Investment Management, LP
Net buyer this quarter
$315M
49
+$13.5M
44.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DCO | $21.9M | 6.96% | 0.79% | -7.6% | Q4 2021 |
 MGNI | $18.8M | 5.97% | 0.69% | -0.1% | Q4 2021 |
 WTTR | $18.2M | 5.79% | 2.26% | -0.1% | Q4 2022 |
 ARHS | $14.2M | 4.49% | 1.23% | +40.6% | Q2 2023 |
 COHU | $14.1M | 4.47% | 0.38% | -30.9% | Q3 2024 |
 WERN | $12.2M | 3.87% | 0.47% | +115.0% | Q4 2025 |
 CYRX | $11.7M | 3.70% | 1.47% | +22.0% | Q3 2025 |
 MBUU | $9.86M | 3.13% | 2996400.00% | +67.1% | Q3 2024 |
 SEI | $9.55M | 3.03% | Not reported | -17.5% | Q4 2022 |
 BJRI | $8.72M | 2.77% | 0.68% | +192.8% | Q1 2026 |
 KRUS | $8.5M | 2.70% | Not reported | +62.9% | Q4 2025 |
 CBRL | $8.49M | 2.69% | 0.71% | +145.1% | Q1 2026 |
 ALGT | $8.22M | 2.61% | 0.38% | New | Q2 2026 |
 PLAB | $7.73M | 2.45% | 0.40% | +532.4% | Q4 2021 |
 HCSG | $7.11M | 2.26% | 0.43% | New | Q2 2026 |
 TILE | $6.77M | 2.15% | 0.33% | +11.7% | Q4 2021 |
 MLAB | $6.77M | 2.15% | 1.21% | -0.1% | Q2 2024 |
 TATT | $6.65M | 2.11% | 1.06% | New | Q2 2026 |
 OPRT | $6.43M | 2.04% | 2.45% | +54.9% | Q1 2026 |
 NVRI | $6.34M | 2.01% | 1.03% | -53.9% | Q4 2021 |
 AMPL | $6.33M | 2.01% | Not reported | -28.9% | Q4 2024 |
 CECO | $6.18M | 1.96% | 0.12% | New | Q2 2026 |
 AEBI | $5.67M | 1.80% | 0.59% | +228.8% | Q3 2025 |
 AZTA | $5.63M | 1.78% | 0.50% | -10.3% | Q3 2025 |
 BXC | $5.39M | 1.71% | 1.12% | +24.1% | Q4 2021 |
 SVV | $5.32M | 1.69% | 0.34% | +240.7% | Q1 2026 |
 PACK | $5.25M | 1.66% | 0.84% | -27.3% | Q3 2022 |
 PSIX | $5.03M | 1.60% | 0.56% | +229.2% | Q1 2026 |
 HURC | $4.84M | 1.54% | 3.26% | -0.1% | Q4 2021 |
 ATRC | $4.76M | 1.51% | 0.33% | New | Q2 2026 |
 INFU | $4.53M | 1.44% | 2.35% | -0.1% | Q4 2021 |
 MDXG | $4.32M | 1.37% | 0.77% | +2.6% | Q4 2024 |
 PPIH | $3.6M | 1.14% | 1.63% | +112.2% | Q1 2026 |
 INDI | $3.5M | 1.11% | Not reported | -62.1% | Q1 2024 |
 WEAV | $3.32M | 1.05% | 0.69% | -26.6% | Q4 2025 |
 KRMD | $3.19M | 1.01% | 1.65% | -0.1% | Q4 2021 |
 MASS | $3.14M | 1.00% | 0.95% | -0.1% | Q2 2025 |
 AIV | $2.87M | 0.91% | 0.67% | -0.1% | Q4 2023 |
 CODA | $2.48M | 0.79% | 2.25% | +946.1% | Q1 2026 |
 SLP | $2.38M | 0.76% | 0.64% | -74.0% | Q4 2025 |
 AP | $2.08M | 0.66% | 1.16% | +11.7% | Q1 2026 |
 OWLT | $1.88M | 0.60% | 1.14% | +138.0% | Q4 2025 |
 STAA | $1.86M | 0.59% | 0.13% | New | Q2 2026 |
 TWIN | $1.86M | 0.59% | 0.56% | +38.7% | Q4 2025 |
 TGEN | $1.85M | 0.59% | 1.17% | +21.2% | Q1 2026 |
 RCMT | $1.67M | 0.53% | 0.83% | -7.9% | Q3 2025 |
 OPXS | $1.34M | 0.42% | 1.37% | New | Q2 2026 |
 VSXY | $777K | 0.25% | 0.01% | -0.1% | Q4 2023 |
 DAVE | $768K | 0.24% | Not reported | -42.2% | Q1 2025 |
| Q1 2026 | |||||
| DCO | $15.6M | 6.78% | 0.86% | -26.5% | Q4 2021 |
| WTTR | $14M | 6.06% | 2.27% | -2.8% | Q4 2022 |
| NVRI | $12.3M | 5.32% | Not reported | -2.8% | Q4 2021 |
| THR | $12.2M | 5.27% | 0.73% | -28.9% | Q3 2023 |
| MGNI | $11.8M | 5.11% | 0.69% | +20.2% | Q4 2021 |
| COHU | $8.45M | 3.66% | 0.55% | -22.4% | Q3 2024 |
| SEI | $8.12M | 3.52% | Not reported | -12.5% | Q4 2022 |
| ARHS | $8.11M | 3.51% | 0.87% | +45.5% | Q2 2023 |
| AMPL | $7.94M | 3.44% | Not reported | +35.0% | Q4 2024 |
| INDI | $6.62M | 2.87% | Not reported | -2.8% | Q1 2024 |
 SHOE | $6.6M | 2.86% | 1.54% | +1.9% | Q2 2023 |
| KRUS | $6.33M | 2.74% | Not reported | -28.2% | Q4 2025 |
| MLAB | $6.02M | 2.61% | 1.23% | -20.0% | Q2 2024 |
| SLP | $5.91M | 2.56% | 2.47% | +47.4% | Q4 2025 |
 BBW | $5.7M | 2.47% | 1.19% | +3.5% | Q4 2025 |
| MBUU | $5.58M | 2.42% | 1793283.33% | +36.3% | Q3 2024 |
| AZTA | $5.19M | 2.25% | 0.53% | +47.2% | Q3 2025 |
 PHR | $5.16M | 2.24% | 1.01% | +28.7% | Q2 2025 |
| CYRX | $5.04M | 2.19% | 1.21% | -2.8% | Q3 2025 |
 WNC | $4.72M | 2.05% | 1.35% | -2.8% | Q1 2022 |
| INFU | $4.33M | 1.88% | 2.33% | -5.7% | Q4 2021 |
| MDXG | $4.32M | 1.87% | 0.73% | -17.6% | Q4 2024 |
| TILE | $4.21M | 1.82% | 0.29% | -2.8% | Q4 2021 |
| AIV | $3.94M | 1.71% | 0.69% | -2.8% | Q4 2023 |
| WERN | $3.83M | 1.66% | 0.22% | +76.9% | Q4 2025 |
| BXC | $3.81M | 1.65% | 0.89% | -14.6% | Q4 2021 |
| PACK | $3.53M | 1.53% | 1.15% | -11.6% | Q3 2022 |
| WEAV | $3.49M | 1.51% | 0.95% | +32.1% | Q4 2025 |
| OPRT | $3.35M | 1.45% | 1.59% | New | Q1 2026 |
| KRMD | $3.29M | 1.42% | 1.65% | -2.8% | Q4 2021 |
| HURC | $3.11M | 1.35% | 3.28% | -2.8% | Q4 2021 |
 INMD | $3.09M | 1.34% | 0.36% | -44.1% | Q1 2025 |
| PSIX | $2.39M | 1.04% | 0.17% | New | Q1 2026 |
| MASS | $2.21M | 0.96% | 0.97% | +4.2% | Q2 2025 |
 BVS | $1.9M | 0.82% | Not reported | -34.1% | Q4 2021 |
| PPIH | $1.86M | 0.80% | 0.77% | New | Q1 2026 |
| CBRL | $1.83M | 0.79% | 0.29% | New | Q1 2026 |
| BJRI | $1.72M | 0.75% | 0.23% | New | Q1 2026 |
 NTIC | $1.7M | 0.74% | 2.17% | -2.9% | Q4 2021 |
| PLAB | $1.52M | 0.66% | 0.06% | -65.2% | Q4 2021 |
| AP | $1.44M | 0.63% | 1.06% | New | Q1 2026 |
| AEBI | $1.33M | 0.58% | 0.18% | -2.8% | Q3 2025 |
| RCMT | $1.23M | 0.53% | 0.87% | -2.8% | Q3 2025 |
| SVV | $1.15M | 0.50% | 0.10% | New | Q1 2026 |
| TWIN | $873K | 0.38% | 0.40% | +6.1% | Q4 2025 |
| TGEN | $747K | 0.32% | 0.98% | New | Q1 2026 |
| OWLT | $706K | 0.31% | 0.49% | +70.9% | Q4 2025 |
| DAVE | $620K | 0.27% | Not reported | -2.9% | Q1 2025 |
 SRTS | $607K | 0.26% | 0.93% | -2.8% | Q1 2025 |
| VSXY | $432K | 0.19% | 0.01% | -2.8% | Q4 2023 |
| Q4 2025 | |||||
| DCO | $16.6M | 6.58% | 1.17% | +4.8% | Q4 2021 |
| MGNI | $13.4M | 5.31% | 0.58% | +34.5% | Q4 2021 |
| THR | $12.6M | 5.01% | 1.03% | -3.5% | Q3 2023 |
| NVRI | $11.5M | 4.57% | Not reported | +1.0% | Q4 2021 |
| AMPL | $9.98M | 3.96% | Not reported | +12.7% | Q4 2024 |
| WTTR | $9.89M | 3.92% | 2.33% | +4.4% | Q4 2022 |
| ARHS | $9.21M | 3.65% | 0.60% | +71.1% | Q2 2023 |
| BBW | $9M | 3.57% | 1.14% | New | Q4 2025 |
| MDXG | $8.98M | 3.56% | 0.90% | +4.4% | Q4 2024 |
| COHU | $8.28M | 3.28% | 0.71% | +8.1% | Q3 2024 |
| PHR | $8.09M | 3.21% | 0.79% | +48.5% | Q2 2025 |
| SEI | $7.55M | 3.00% | Not reported | -43.7% | Q4 2022 |
| INDI | $7.46M | 2.96% | Not reported | +5.9% | Q1 2024 |
| SHOE | $7.01M | 2.78% | 1.52% | Not reported | Q2 2023 |
| MLAB | $6.67M | 2.65% | 1.54% | +11.2% | Q2 2024 |
| KRUS | $6.61M | 2.62% | Not reported | New | Q4 2025 |
| SLP | $6.18M | 2.45% | 1.68% | New | Q4 2025 |
| PACK | $6.04M | 2.39% | 1.32% | +4.2% | Q3 2022 |
| CYRX | $6.01M | 2.38% | 1.26% | +14.0% | Q3 2025 |
| INMD | $5.94M | 2.36% | 0.64% | +10.0% | Q1 2025 |
| AIV | $5.91M | 2.35% | 0.71% | +4.4% | Q4 2023 |
| AZTA | $5.55M | 2.20% | 0.36% | +4.3% | Q3 2025 |
| BXC | $5.05M | 2.00% | 1.05% | +4.3% | Q4 2021 |
| WNC | $4.88M | 1.93% | 1.39% | -12.7% | Q1 2022 |
| TILE | $4.85M | 1.92% | 0.30% | +4.3% | Q4 2021 |
| KRMD | $4.55M | 1.80% | 1.69% | -7.8% | Q4 2021 |
| INFU | $4.47M | 1.77% | 2.46% | +4.3% | Q4 2021 |
| MBUU | $4.45M | 1.77% | 1315625.00% | +16.9% | Q3 2024 |
| WEAV | $4.34M | 1.72% | 0.73% | New | Q4 2025 |
| PLAB | $3.46M | 1.37% | 0.18% | -78.6% | Q4 2021 |
| HURC | $3.36M | 1.33% | 3.39% | -8.0% | Q4 2021 |
 EMBC | $2.75M | 1.09% | 0.39% | -52.3% | Q3 2024 |
| BVS | $2.34M | 0.93% | Not reported | Not reported | Q4 2021 |
| WERN | $2.21M | 0.88% | 0.12% | New | Q4 2025 |
 JBI | $2.11M | 0.84% | 0.23% | +4.3% | Q2 2025 |
| MASS | $1.82M | 0.72% | 0.96% | +232.7% | Q2 2025 |
| AEBI | $1.79M | 0.71% | 0.18% | +57.0% | Q3 2025 |
| NTIC | $1.66M | 0.66% | 2.24% | -25.5% | Q4 2021 |
 ICHR | $1.4M | 0.55% | 0.22% | -65.1% | Q4 2021 |
| RCMT | $1.35M | 0.53% | 0.89% | +69.0% | Q3 2025 |
| OWLT | $1.3M | 0.52% | 0.30% | New | Q4 2025 |
| SNCY | $1.15M | 0.46% | 0.15% | New | Q4 2025 |
| TWIN | $911K | 0.36% | 0.38% | New | Q4 2025 |
| DAVE | $812K | 0.32% | Not reported | -45.8% | Q1 2025 |
 BLFS | $688K | 0.27% | 0.06% | -39.0% | Q4 2021 |
| SRTS | $624K | 0.25% | 0.95% | -9.9% | Q1 2025 |
| VSXY | $519K | 0.21% | 0.01% | +4.2% | Q4 2023 |
| Q3 2025 | |||||
| DCO | $16M | 6.83% | 1.11% | -3.6% | Q4 2021 |
| PLYM | $14.6M | 6.24% | 1.47% | -0.4% | Q2 2022 |
| MGNI | $13.4M | 5.71% | 0.43% | -12.6% | Q4 2021 |
| SEI | $11.7M | 4.98% | Not reported | -3.6% | Q4 2022 |
| PLAB | $11.6M | 4.95% | 0.86% | -9.6% | Q4 2021 |
| WTTR | $9.63M | 4.11% | 2.23% | +15.2% | Q4 2022 |
| THR | $9.41M | 4.02% | 1.07% | +24.5% | Q3 2023 |
| MDXG | $8.87M | 3.79% | 0.86% | +19.0% | Q4 2024 |
| AMPL | $8.2M | 3.50% | Not reported | +37.8% | Q4 2024 |
| INDI | $8.12M | 3.47% | Not reported | +33.9% | Q1 2024 |
| NVRI | $8.09M | 3.45% | Not reported | +8.3% | Q4 2021 |
| PHR | $7.58M | 3.23% | 0.54% | +161.7% | Q2 2025 |
| AIV | $7.57M | 3.23% | 0.68% | +53.6% | Q4 2023 |
| EMBC | $6.84M | 2.92% | 0.83% | +16.7% | Q3 2024 |
| COHU | $6.69M | 2.86% | 0.66% | +39.4% | Q3 2024 |
| WNC | $6.37M | 2.72% | 1.59% | +13.9% | Q1 2022 |
| PACK | $6.02M | 2.57% | 1.27% | -0.2% | Q3 2022 |
| BXC | $5.76M | 2.46% | 1.00% | +6.6% | Q4 2021 |
| INMD | $5.48M | 2.34% | 0.53% | +21.3% | Q1 2025 |
| CYRX | $5.21M | 2.22% | 1.10% | New | Q3 2025 |
| MLAB | $5.12M | 2.19% | 1.39% | +108.9% | Q2 2024 |
| ARHS | $5.1M | 2.18% | 0.35% | -32.2% | Q2 2023 |
| INFU | $4.94M | 2.11% | 2.35% | -32.4% | Q4 2021 |
| TILE | $4.82M | 2.06% | 0.29% | -61.0% | Q4 2021 |
| AZTA | $4.59M | 1.96% | 0.35% | New | Q3 2025 |
| MBUU | $4.38M | 1.87% | 1125775.00% | -0.2% | Q3 2024 |
| HURC | $4.12M | 1.76% | 3.70% | -10.4% | Q4 2021 |
| ICHR | $3.8M | 1.62% | 0.63% | -0.2% | Q4 2021 |
| KRMD | $3.25M | 1.39% | 1.83% | -0.2% | Q4 2021 |
| JBI | $3.05M | 1.30% | 0.22% | +114.4% | Q2 2025 |
 TEAD | $2.21M | 0.94% | 1.40% | +8.3% | Q4 2021 |
| NTIC | $2.2M | 0.94% | 3.01% | -0.2% | Q4 2021 |
| DAVE | $1.35M | 0.58% | Not reported | -59.7% | Q1 2025 |
| BLFS | $1.19M | 0.51% | 0.10% | -69.3% | Q4 2021 |
 KRNT | $1.15M | 0.49% | 0.18% | -72.6% | Q4 2023 |
| AEBI | $1.12M | 0.48% | 0.12% | New | Q3 2025 |
| RCMT | $1.04M | 0.44% | 0.53% | New | Q3 2025 |
 ASLE | $925K | 0.39% | 0.24% | -70.2% | Q1 2024 |
| MASS | $914K | 0.39% | 0.29% | +50.2% | Q2 2025 |
 CVEO | $687K | 0.29% | 0.26% | -76.8% | Q3 2024 |
| SRTS | $546K | 0.23% | 1.06% | +75.3% | Q1 2025 |
| VSXY | $249K | 0.11% | 0.01% | -0.3% | Q4 2023 |