Meros Investment Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CRYOPORT INC | 0 | 549,740 | +549,740 | 0 | 5,211,535 | 2.22% | +5,211,535 |
| AZENTA INC(AZTA) | 0 | 159,945 | +159,945 | 0 | 4,593,620 | 1.96% | +4,593,620 |
| PHRESSIA INC | 123,087 | 322,137 | +199,050 | 3,503,056 | 7,576,662 | 3.23% | +4,073,606 |
| PLYMOUTH INDL REIT INC | 657,627 | 655,075 | -2,552 | 10,561,490 | 14,627,825 | 6.24% | +4,066,335 |
| SOLARIS OILFIELD INFRASTRUCT(SEI) | 302,746 | 291,738 | -11,008 | 8,564,684 | 11,660,768 | 4.98% | +3,096,084 |
| ENVIRI CORP | 588,592 | 637,241 | +48,649 | 5,108,979 | 8,086,588 | 3.45% | +2,977,609 |
| SELECT WATER SOLUTIONS INC(WTTR) | 781,922 | 900,386 | +118,464 | 6,755,806 | 9,625,126 | 4.11% | +2,869,320 |
| EMBECTA CORP | 415,332 | 484,772 | +69,440 | 4,024,567 | 6,840,133 | 2.92% | +2,815,566 |
| INDIE SEMICONDUCTOR INC | 1,490,240 | 1,994,818 | +504,578 | 5,305,254 | 8,118,909 | 3.47% | +2,813,655 |
| MIMEDX INDS INC TENN | 1,067,718 | 1,270,357 | +202,639 | 6,523,757 | 8,867,092 | 3.79% | +2,343,335 |
| APARTMENT INVT & MGMT CO | 621,060 | 954,181 | +333,121 | 5,372,169 | 7,566,655 | 3.23% | +2,194,486 |
| RANPAK HOLDINGS CORP | 1,073,588 | 1,071,555 | -2,033 | 3,832,709 | 6,022,139 | 2.57% | +2,189,430 |
| COHU INC(COHU) | 235,971 | 328,988 | +93,017 | 4,540,082 | 6,688,326 | 2.86% | +2,148,244 |
| JANUS INTERNATIONAL GROUP INC | 144,164 | 309,111 | +164,947 | 1,173,495 | 3,050,926 | 1.30% | +1,877,431 |
| DUCOMMUN INC DEL(DCO) | 172,682 | 166,540 | -6,142 | 14,268,714 | 16,009,490 | 6.83% | +1,740,776 |
| MESA LABS INC | 36,618 | 76,477 | +39,859 | 3,450,148 | 5,124,724 | 2.19% | +1,674,576 |
| THERMON GROUP HLDGS INC | 282,655 | 352,001 | +69,346 | 7,936,952 | 9,405,467 | 4.02% | +1,468,515 |
| AMPLITUDE(AMPL) | 555,402 | 765,095 | +209,693 | 6,886,985 | 8,201,818 | 3.50% | +1,314,833 |
| AEBI SCHMIDT HLDG AG(AEBI) | 0 | 90,000 | +90,000 | 0 | 1,122,300 | 0.48% | +1,122,300 |
| INMODE LTD(INMD) | 303,020 | 367,587 | +64,567 | 4,375,609 | 5,477,046 | 2.34% | +1,101,437 |
| PHOTRONICS INC(PLAB) | 558,281 | 504,808 | -53,473 | 10,512,431 | 11,585,344 | 4.95% | +1,072,913 |
| RCM TECHNOLOGIES INC | 0 | 39,027 | +39,027 | 0 | 1,036,167 | 0.44% | +1,036,167 |
| INFUSYSTEM HLDGS INC | 706,501 | 477,278 | -229,223 | 4,408,566 | 4,944,600 | 2.11% | +536,034 |
| 908 DEVICES INC | 69,470 | 104,323 | +34,853 | 495,321 | 913,869 | 0.39% | +418,548 |
| WABASH NATL CORP | 566,781 | 645,448 | +78,667 | 6,024,882 | 6,370,572 | 2.72% | +345,690 |
| BLUELINX HLDGS INC | 74,027 | 78,881 | +4,854 | 5,506,128 | 5,764,623 | 2.46% | +258,495 |
| KORU MEDICAL SYSTEMS INC | 850,390 | 848,901 | -1,489 | 3,044,396 | 3,251,291 | 1.39% | +206,895 |
| MALIBU BOATS INC | 135,348 | 135,093 | -255 | 4,241,806 | 4,383,768 | 1.87% | +141,962 |
| NORTHERN TECHNOLOGIES INTL C | 285,465 | 284,941 | -524 | 2,115,296 | 2,196,895 | 0.94% | +81,599 |
| VICTORIAS SECRET AND CO(VSXY) | 9,214 | 9,191 | -23 | 170,643 | 249,444 | 0.11% | +78,801 |
| SENSUS HEALTHCARE INC | 99,212 | 173,961 | +74,749 | 470,265 | 546,238 | 0.23% | +75,973 |
| HARVARD BIOSCIENCE INC | 919,945 | 918,259 | -1,686 | 408,288 | 402,696 | 0.17% | -5,592 |
| ICHOR HOLDINGS | 217,505 | 217,095 | -410 | 4,271,798 | 3,803,504 | 1.62% | -468,294 |
| TEADS HOLDINGS INC | 1,234,208 | 1,336,889 | +102,681 | 3,060,836 | 2,205,867 | 0.94% | -854,969 |
| HURCO CO | 264,130 | 236,615 | -27,515 | 4,992,057 | 4,117,101 | 1.76% | -874,956 |
| ARHAUS INC(ARHS) | 708,069 | 480,157 | -227,912 | 6,138,958 | 5,104,069 | 2.18% | -1,034,889 |
| AERSALE CORPORATION | 378,395 | 112,907 | -265,488 | 2,274,154 | 924,708 | 0.39% | -1,349,446 |
| BIOLIFE SOLUTIONS INC(BLFS) | 151,687 | 46,610 | -105,077 | 3,267,338 | 1,189,021 | 0.51% | -2,078,317 |
| CIVEO CORP CDA | 128,634 | 29,888 | -98,746 | 2,970,159 | 687,424 | 0.29% | -2,282,735 |
| SEMRUSH HLDGS INC | 257,370 | 0 | -257,370 | 2,329,199 | 0 | — | -2,329,199 |
| DAVE INC(DAVE) | 16,797 | 6,769 | -10,028 | 4,508,483 | 1,349,400 | 0.58% | -3,159,083 |
| MAGNITE INC(MGNI) | 702,142 | 613,828 | -88,314 | 16,935,665 | 13,369,174 | 5.71% | -3,566,491 |
| INTERFACE INC(TILE) | 426,549 | 166,576 | -259,973 | 8,927,671 | 4,820,709 | 2.06% | -4,106,962 |
| KORNIT DIGITAL LTD | 310,271 | 85,004 | -225,267 | 6,177,496 | 1,147,554 | 0.49% | -5,029,942 |
| WORTHINGTON STL INC(WS) | 176,881 | 0 | -176,881 | 5,276,360 | 0 | — | -5,276,360 |