Fund HoldingsMeros Investment Management, LP

Total Portfolio Value
$170.31M
Total Bought
$32.68M
Total Sold
$59.36M
Net Transaction
-$26.68M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AMPLITUDE(AMPL)9,666462,314+452,6481024,7112.77%+4,609
INMODE LTD(INMD)0176,002+176,00203,1221.83%+3,122
WORTHINGTON STL INC(WS)098,359+98,35902,4911.46%+2,491
PLYMOUTH INDL REIT INC387,990573,160+185,1706,9069,3435.49%+2,436
MIMEDX INDS INC TENN395,074820,605+425,5313,8016,2373.66%+2,436
AMERICAN WOODMARK CORPORATION030,000+30,00001,7651.04%+1,765
DAVE INC(DAVE)019,641+19,64101,6240.95%+1,624
THERMON GROUP HLDGS INC222,684246,177+23,4936,4076,8564.03%+449
SENSUS HEALTHCARE INC088,478+88,47804190.25%+419
SEMRUSH HLDGS INC
CL A COM
018,545+18,54501730.10%+173
CIVEO CORP CDA109,761107,053-2,7082,4942,4621.45%-32
VICTORIAS SECRET AND CO(VSXY)8,1597,943-2163381480.09%-190
AERSALE CORPORATION427,725329,569-98,1562,6952,4681.45%-226
ANIKA THERAPEUTICS INC177,675173,489-4,1862,9252,6081.53%-317
MALIBU BOATS INC105,723117,941+12,2183,9743,6182.12%-356
SHOE CARNIVAL INC14,1840-14,1844690-469
ARHAUS INC(ARHS)580,680566,733-13,9475,4584,9312.90%-528
PHOTRONICS INC(PLAB)452,971485,516+32,54510,67210,0795.92%-593
EMBECTA CORP247,312339,406+92,0945,1074,3272.54%-780
NORTHERN TECHNOLOGIES INTL C255,737249,513-6,2243,4502,5971.53%-852
CENTRUS ENERGY CORP(LEU)14,4130-14,4139600-960
HURCO CO252,817246,776-6,0414,8773,8272.25%-1,049
KORU MEDICAL SYSTEMS INC765,550746,564-18,9862,9471,8961.11%-1,051
HARVARD BIOSCIENCE INC813,707794,680-19,0271,7174500.26%-1,267
BIOLIFE SOLUTIONS INC(BLFS)165,445131,650-33,7954,2953,0071.77%-1,288
APARTMENT INVT & MGMT CO653,307525,416-127,8915,9394,6242.71%-1,315
DUCOMMUN INC DEL(DCO)195,486190,464-5,02212,44511,0536.49%-1,392
MESA LABS INC40,26331,964-8,2995,3093,7932.23%-1,517
RANPAK HOLDINGS CORP956,225933,572-22,6536,5795,0602.97%-1,519
BLUELINX HLDGS INC57,83656,445-1,3915,9094,2322.49%-1,676
COHU INC(COHU)180,133205,356+25,2234,8103,0211.77%-1,789
SELECT WATER SOLUTIONS INC(WTTR)756,340782,071+25,73110,0148,2124.82%-1,802
PERMA-FIX ENVIRONMENTAL SVCS168,2030-168,2031,8620-1,862
ICHOR HOLDINGS
SHS
193,893189,248-4,6456,2474,2792.51%-1,968
INFUSYSTEM HLDGS INC631,105616,017-15,0885,3333,3141.95%-2,019
INTERFACE INC(TILE)424,794411,498-13,29610,3448,1644.79%-2,180
INDIE SEMICONDUCTOR INC1,240,9491,298,977+58,0285,0262,6431.55%-2,382
OUTBRAIN INC864,1151,005,490+141,3756,2043,7502.20%-2,454
WABASH NATL CORP459,103448,134-10,9697,8644,9522.91%-2,913
KORNIT DIGITAL LTD263,643270,459+6,8168,1605,1603.03%-2,999
ENVIRI CORP833,275475,490-357,7856,4163,1621.86%-3,254
RADIANT LOGISTICS INC678,0400-678,0404,5430-4,543
BERRY CORP1,257,4300-1,257,4305,1930-5,193
SOLARIS OILFIELD INFRASTRUCT(SEI)361,725233,837-127,88810,4105,0882.99%-5,322
MAGNITE INC(MGNI)927,411749,438-177,97314,7648,5515.02%-6,213
COLUMBUS MCKINNON CORP N Y277,468123,373-154,09510,3332,0891.23%-8,244
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