Meros Investment Management, LP
CIK 1911372 · Holdings on Dec 31, 2023 · First reported Feb 15, 2024
Top ten holdings
Q4 2023- PLAB6.84%
- WNC5.21%
- DCO4.74%
- MGNI4.54%
- INFU4.42%
- TILE4.11%
- CMCO3.86%
- CRNC3.63%
- RLGT3.57%
- ARHS3.52%
Share classes counted separately44.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LXUWeight decreased · -1.84 pp4.23% → 2.39%Shares -218.83K (-28.83%)
- ICHRWeight increased · +1.58 pp1.54% → 3.12%Shares +104.14K (+113.91%)
- BRYWeight decreased · -1.42 pp4.78% → 3.36%Shares -63.45K (-5.93%)
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 | PLABPHOTRONICS INC View history and evidence | $14.41M | 6.84% | 459.41K shares | 5.73% → 6.84%+1.11 pp -60.94K (-11.71%) | Reduced | ↗▾ |
| 02 | WNCWABASH NATIONAL CORP View history and evidence | $10.98M | 5.21% | 428.58K shares | 4.99% → 5.21%+0.22 pp -5.13K (-1.18%) | Reduced | ↗▾ |
| 03 | DCODUCOMMUN INC View history and evidence | $9.99M | 4.74% | 191.94K shares | 5.21% → 4.74%-0.47 pp -27.91K (-12.69%) | Reduced | ↗▾ |
| 04 | MGNIMAGNITE INC View history and evidence | $9.56M | 4.54% | 1.02M shares | 3.44% → 4.54%+1.10 pp +185.42K (+22.11%) | Added | ↗▾ |
| 05 | INFUINFUSYSTEM HOLDINGS INC View history and evidence | $9.32M | 4.42% | 884.09K shares | 4.62% → 4.42%-0.20 pp +3.71K (+0.42%) | Added | ↗▾ |
| 06 | TILEINTERFACE INC View history and evidence | $8.66M | 4.11% | 686.41K shares | 4.50% → 4.11%-0.39 pp -156.45K (-18.56%) | Reduced | ↗▾ |
| 07 | CMCOCOLUMBUS MCKINNON CORP/NY View history and evidence | $8.14M | 3.86% | 208.68K shares | 3.92% → 3.86%-0.06 pp +2.38K (+1.15%) | Added | ↗▾ |
| 08 | CRNCCERENCE INC View history and evidence | $7.64M | 3.63% | 388.74K shares | 2.96% → 3.63%+0.67 pp +122.02K (+45.75%) | Added | ↗▾ |
| 09 | RLGTRADIANT LOGISTICS INC View history and evidence | $7.52M | 3.57% | 1.13M shares | 3.48% → 3.57%+0.09 pp +2.04K (+0.18%) | Added | ↗▾ |
| 10 | ARHSARHAUS INCCOM CL A View history and evidence | $7.43M | 3.52% | 626.83K shares | 2.73% → 3.52%+0.79 pp +87.23K (+16.17%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IIIV I3 VERTICALS INC-CLASS A | Non-derivative | -65,743 | -$1.39M | SEC filing ↗ | SEC filing ↗ |
| MGPI MGP INGREDIENTS INC | Non-derivative | -3,026 | -$319.18K | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 210751760
}Research all 42 reported holdings.
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