Meros Investment Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SELECT WATER SOLUTIONS INC(WTTR) | 939,857 | 913,923 | -25,934 | 9,887,296 | 13,983,022 | 6.06% | +4,095,726 |
| OPORTUN FINL CORP | 0 | 726,385 | +726,385 | 0 | 3,348,635 | 1.45% | +3,348,635 |
| POWER SOLUTIONS INTL INC | 0 | 39,266 | +39,266 | 0 | 2,390,514 | 1.04% | +2,390,514 |
| PERMA-PIPE INTL HLDGS INC | 0 | 62,298 | +62,298 | 0 | 1,857,103 | 0.80% | +1,857,103 |
| CRACKER BARREL OLD CTRY STOR(CBRL) | 0 | 65,000 | +65,000 | 0 | 1,827,150 | 0.79% | +1,827,150 |
| BJS RESTAURANTS INC(BJRI) | 0 | 49,000 | +49,000 | 0 | 1,719,900 | 0.75% | +1,719,900 |
| WERNER ENTERPRISES INC(WERN) | 73,571 | 130,157 | +56,586 | 2,207,866 | 3,827,917 | 1.66% | +1,620,051 |
| AMPCO-PITTSBURG CORP | 0 | 214,850 | +214,850 | 0 | 1,443,792 | 0.63% | +1,443,792 |
| SAVERS VALUE VLG INC(SVV) | 0 | 154,816 | +154,816 | 0 | 1,151,831 | 0.50% | +1,151,831 |
| MALIBU BOATS INC | 157,875 | 215,194 | +57,319 | 4,453,654 | 5,577,828 | 2.42% | +1,124,174 |
| TECOGEN INC NEW | 0 | 291,705 | +291,705 | 0 | 746,765 | 0.32% | +746,765 |
| ENVIRI CORP | 643,649 | 625,852 | -17,797 | 11,534,190 | 12,279,216 | 5.32% | +745,026 |
| SOLARIS OILFIELD INFRASTRUCT(SEI) | 164,324 | 143,771 | -20,553 | 7,553,974 | 8,124,499 | 3.52% | +570,525 |
| 908 DEVICES INC | 347,035 | 361,738 | +14,703 | 1,821,934 | 2,213,837 | 0.96% | +391,903 |
| CODA OCTOPUS GROUP INC | 0 | 24,310 | +24,310 | 0 | 274,703 | 0.12% | +274,703 |
| COHU INC(COHU) | 355,744 | 275,958 | -79,786 | 8,278,163 | 8,449,834 | 3.66% | +171,671 |
| NORTHERN TECHNOLOGIES INTL C | 212,373 | 206,259 | -6,114 | 1,662,881 | 1,699,574 | 0.74% | +36,693 |
| SENSUS HEALTHCARE INC | 156,739 | 152,418 | -4,321 | 623,821 | 606,624 | 0.26% | -17,197 |
| TWIN DISC INC | 54,607 | 57,959 | +3,352 | 910,845 | 873,442 | 0.38% | -37,403 |
| VICTORIAS SECRET AND CO(VSXY) | 9,579 | 9,311 | -268 | 518,894 | 431,658 | 0.19% | -87,236 |
| RCM TECHNOLOGIES INC | 65,951 | 64,126 | -1,825 | 1,348,368 | 1,227,372 | 0.53% | -120,996 |
| INFUSYSTEM HLDGS INC | 497,989 | 469,408 | -28,581 | 4,466,961 | 4,332,636 | 1.88% | -134,325 |
| WABASH NATL CORP | 563,619 | 548,037 | -15,582 | 4,875,304 | 4,724,079 | 2.05% | -151,225 |
| DAVE INC(DAVE) | 3,667 | 3,562 | -105 | 811,910 | 620,109 | 0.27% | -191,801 |
| HARVARD BIOSCIENCE INC | 1,217,628 | 118,522 | -1,099,106 | 814,365 | 577,205 | 0.25% | -237,160 |
| HURCO CO | 217,688 | 211,539 | -6,149 | 3,363,280 | 3,111,739 | 1.35% | -251,541 |
| SIMULATIONS PLUS INC | 339,242 | 500,017 | +160,775 | 6,184,382 | 5,910,201 | 2.56% | -274,181 |
| KURA SUSHI USA INC | 126,256 | 90,676 | -35,580 | 6,606,976 | 6,328,278 | 2.74% | -278,698 |
| AZENTA INC(AZTA) | 166,845 | 245,657 | +78,812 | 5,549,265 | 5,190,732 | 2.25% | -358,533 |
| SHOE CARNIVAL INC | 415,110 | 423,080 | +7,970 | 7,007,057 | 6,595,817 | 2.86% | -411,240 |
| BIOVENTUS INC | 315,160 | 207,720 | -107,440 | 2,344,790 | 1,896,484 | 0.82% | -448,306 |
| THERMON GROUP HLDGS INC | 339,675 | 241,463 | -98,212 | 12,622,323 | 12,169,735 | 5.27% | -452,588 |
| AEBI SCHMIDT HLDG AG(AEBI) | 141,322 | 137,409 | -3,913 | 1,787,723 | 1,334,241 | 0.58% | -453,482 |
| OWLET INC | 80,405 | 137,447 | +57,042 | 1,301,757 | 706,478 | 0.31% | -595,279 |
| INTERFACE INC(TILE) | 173,790 | 168,968 | -4,822 | 4,852,217 | 4,210,683 | 1.82% | -641,534 |
| MESA LABS INC | 85,017 | 68,032 | -16,985 | 6,673,835 | 6,015,389 | 2.61% | -658,446 |
| BIOLIFE SOLUTIONS INC(BLFS) | 28,454 | 0 | -28,454 | 688,018 | 0 | — | -688,018 |
| INDIE SEMICONDUCTOR INC | 2,112,972 | 2,054,442 | -58,530 | 7,458,791 | 6,615,303 | 2.87% | -843,488 |
| WEAVE COMMUNICATIONS INC | 571,883 | 755,404 | +183,521 | 4,340,592 | 3,489,966 | 1.51% | -850,626 |
| DUCOMMUN INC DEL(DCO) | 174,485 | 128,210 | -46,275 | 16,598,758 | 15,641,620 | 6.78% | -957,138 |
| CRYOPORT INC | 626,427 | 609,073 | -17,354 | 6,013,699 | 5,043,124 | 2.19% | -970,575 |
| ARHAUS INC(ARHS) | 821,734 | 1,195,473 | +373,739 | 9,211,638 | 8,105,307 | 3.51% | -1,106,331 |
| SUN CTRY AIRLS HLDGS INC | 79,844 | 0 | -79,844 | 1,148,955 | 0 | — | -1,148,955 |
| BLUELINX HLDGS INC | 82,266 | 70,270 | -11,996 | 5,053,600 | 3,807,229 | 1.65% | -1,246,371 |
| KORU MEDICAL SYSTEMS INC | 782,386 | 760,451 | -21,935 | 4,545,663 | 3,285,148 | 1.42% | -1,260,515 |
| ICHOR HOLDINGS SHS | 75,807 | 0 | -75,807 | 1,397,123 | 0 | — | -1,397,123 |
| MAGNITE INC(MGNI) | 825,595 | 992,351 | +166,756 | 13,399,407 | 11,789,130 | 5.11% | -1,610,277 |
| PHOTRONICS INC(PLAB) | 108,004 | 37,567 | -70,437 | 3,456,128 | 1,518,082 | 0.66% | -1,938,046 |
| APARTMENT INVT & MGMT CO | 995,681 | 968,124 | -27,557 | 5,914,345 | 3,940,265 | 1.71% | -1,974,080 |
| AMPLITUDE(AMPL) | 861,874 | 1,163,826 | +301,952 | 9,980,501 | 7,937,293 | 3.44% | -2,043,208 |
| JANUS INTERNATIONAL GROUP INC | 322,271 | 0 | -322,271 | 2,107,652 | 0 | — | -2,107,652 |
| RANPAK HOLDINGS CORP | 1,116,398 | 987,489 | -128,909 | 6,039,713 | 3,525,336 | 1.53% | -2,514,377 |
| EMBECTA CORP | 231,244 | 0 | -231,244 | 2,747,179 | 0 | — | -2,747,179 |
| INMODE LTD(INMD) | 404,453 | 226,065 | -178,388 | 5,941,415 | 3,092,569 | 1.34% | -2,848,846 |
| PHRESSIA INC | 478,274 | 615,740 | +137,466 | 8,092,396 | 5,159,901 | 2.24% | -2,932,495 |
| BUILD-A-BEAR WORKSHOP INC | 146,956 | 152,126 | +5,170 | 9,003,994 | 5,697,119 | 2.47% | -3,306,875 |
| MIMEDX INDS INC TENN | 1,326,037 | 1,093,028 | -233,009 | 8,977,270 | 4,317,461 | 1.87% | -4,659,809 |