Meros Investment Management, LP
CIK 1911372 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- DCO6.96%
- MGNI5.97%
- WTTR5.79%
- ARHS4.49%
- COHU4.47%
- WERN3.87%
- CYRX3.70%
- MBUU3.13%
- SEI3.03%
- BJRI2.77%
Share classes counted separately44.18%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 415864107Weight decreased · -3.31 pp5.32% → 2.01%Shares -337.24K (-53.88%)
- WERNWeight increased · +2.21 pp1.66% → 3.87%Shares +149.71K (+115.02%)
- BJRIWeight increased · +2.02 pp0.75% → 2.77%Shares +94.49K (+192.84%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DCODUCOMMUN INC View history and evidence | $21.93M | 6.96% | 118.42K shares | 6.78% → 6.96%+0.18 pp -9.79K (-7.63%) | Reduced | ▾ |
| 02 | MGNIMAGNITE INC View history and evidence | $18.82M | 5.97% | 991.34K shares | 5.11% → 5.97%+0.86 pp -1.02K (-0.10%) | Reduced | ▾ |
| 03 | WTTRSELECT WATER SOLUTIONS INCCL A COM View history and evidence | $18.24M | 5.79% | 912.98K shares | 6.06% → 5.79%-0.27 pp -941 (-0.10%) | Reduced | ▾ |
| 04 | ARHSARHAUS INCCOM CL A View history and evidence | $14.15M | 4.49% | 1.68M shares | 3.51% → 4.49%+0.98 pp +485.10K (+40.58%) | Added | ▾ |
| 05 | COHUCOHU INC View history and evidence | $14.09M | 4.47% | 190.69K shares | 3.66% → 4.47%+0.81 pp -85.27K (-30.90%) | Reduced | ▾ |
| 06 | WERNWERNER ENTERPRISES INC View history and evidence | $12.21M | 3.87% | 279.87K shares | 1.66% → 3.87%+2.21 pp +149.71K (+115.02%) | Added | ▾ |
| 07 | CYRXCRYOPORT INCCOM PAR $0.001 View history and evidence | $11.67M | 3.70% | 743.31K shares | 2.19% → 3.70%+1.51 pp +134.24K (+22.04%) | Added | ▾ |
| 08 | MBUUMALIBU BOATS INC - ACOM CL A View history and evidence | $9.86M | 3.13% | 359.57K shares | 2.42% → 3.13%+0.71 pp +144.37K (+67.09%) | Added | ▾ |
| 09 | SEISOLARIS ENERGY INFRASTRUCTURCOM CL A View history and evidence | $9.55M | 3.03% | 118.63K shares | 3.52% → 3.03%-0.49 pp -25.14K (-17.48%) | Reduced | ▾ |
| 10 | BJRIBJ'S RESTAURANTS INC View history and evidence | $8.72M | 2.77% | 143.49K shares | 0.75% → 2.77%+2.02 pp +94.49K (+192.84%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| THR THERMON GROUP HOLDINGS INC | Non-derivative | -241,463 | -$12.17M | SEC filing ↗ | SEC filing ↗ |
| SHOE SHOE STATION GROUP INC | Non-derivative | -423,080 | -$6.60M | SEC filing ↗ | SEC filing ↗ |
| BBW BUILD-A-BEAR WORKSHOP INC | Non-derivative | -152,126 | -$5.70M | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1911372 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 315162325
}Research all 50 reported holdings.
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