Meros Investment Management, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MI Meros Investment Management, LP | Institutional Filer | ▼ 8.50% | $230.7M | 52 |
Current Portfolio Holdings
Showing all 52 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DCO | Ducommun Incorporated | Industrials | 128K | $15.6M | 6.78% |
| 2 | WTTR | Select Water Solutions, Inc. | Utilities | 914K | $14.0M | 6.06% |
| 3 | NVRI | Enviri Corporation | Industrials | 626K | $12.3M | 5.32% |
| 4 | THR | Thermon Group Holdings, Inc. | Industrials | 241K | $12.2M | 5.27% |
| 5 | MGNI | Magnite, Inc. | Communication Services | 992K | $11.8M | 5.11% |
| 6 | COHU | Cohu, Inc. | Technology | 276K | $8.4M | 3.66% |
| 7 | SEI | Solaris Energy Infrastructure, Inc. | Energy | 144K | $8.1M | 3.52% |
| 8 | ARHS | Arhaus, Inc. | Consumer Cyclical | 1.2M | $8.1M | 3.51% |
| 9 | AMPL | Amplitude, Inc. | Technology | 1.2M | $7.9M | 3.44% |
| 10 | INDI | indie Semiconductor, Inc. | Technology | 2.1M | $6.6M | 2.87% |
| 11 | SCVL | Shoe Carnival, Inc. | Consumer Cyclical | 423K | $6.6M | 2.86% |
| 12 | KRUS | Kura Sushi USA, Inc. | Consumer Cyclical | 91K | $6.3M | 2.74% |
| 13 | MLAB | Mesa Laboratories, Inc. | Technology | 68K | $6.0M | 2.61% |
| 14 | SLP | Simulations Plus, Inc. | Healthcare | 500K | $5.9M | 2.56% |
| 15 | BBW | Build-A-Bear Workshop, Inc. | Consumer Cyclical | 152K | $5.7M | 2.47% |
Showing 1 to 15 of 52 holdings