Meros Investment Management, LP
CIK 1911372 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- MGNI8.04%
- DCO6.77%
- PLYM5.01%
- PLAB4.99%
- TILE4.24%
- SEI4.06%
- THR3.77%
- AMPL3.27%
- WTTR3.21%
- MDXG3.10%
Share classes counted separately46.46%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MGNIWeight increased · +3.02 pp5.02% → 8.04%Shares -47.30K (-6.31%)
- WTTRWeight decreased · -1.61 pp4.82% → 3.21%Shares -149 (-0.02%)
- DAVEWeight increased · +1.19 pp0.95% → 2.14%Shares -2.84K (-14.48%)
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 | MGNIMAGNITE INC View history and evidence | $16.94M | 8.04% | 702.14K shares | 5.02% → 8.04%+3.02 pp -47.30K (-6.31%) | Reduced | ↗▾ |
| 02 | DCODUCOMMUN INC View history and evidence | $14.27M | 6.77% | 172.68K shares | 6.49% → 6.77%+0.28 pp -17.78K (-9.34%) | Reduced | ↗▾ |
| 03 | PLYMPLYMOUTH INDUSTRIAL REIT INC View history and evidence | $10.56M | 5.01% | 657.63K shares | 5.49% → 5.01%-0.48 pp +84.47K (+14.74%) | Added | ↗▾ |
| 04 | PLABPHOTRONICS INC View history and evidence | $10.51M | 4.99% | 558.28K shares | 5.92% → 4.99%-0.93 pp +72.77K (+14.99%) | Added | ↗▾ |
| 05 | TILEINTERFACE INC View history and evidence | $8.93M | 4.24% | 426.55K shares | 4.79% → 4.24%-0.55 pp +15.05K (+3.66%) | Added | ↗▾ |
| 06 | SEISOLARIS ENERGY INFRASTRUCTURCOM CL A View history and evidence | $8.56M | 4.06% | 302.75K shares | 2.99% → 4.06%+1.07 pp +68.91K (+29.47%) | Added | ↗▾ |
| 07 | THRTHERMON GROUP HOLDINGS INC View history and evidence | $7.94M | 3.77% | 282.65K shares | 4.03% → 3.77%-0.26 pp +36.48K (+14.82%) | Added | ↗▾ |
| 08 | AMPLAMPLITUDE INC-CLASS ACOM CL A View history and evidence | $6.89M | 3.27% | 555.40K shares | 2.77% → 3.27%+0.50 pp +93.09K (+20.14%) | Added | ↗▾ |
| 09 | WTTRSELECT WATER SOLUTIONS INCCL A COM View history and evidence | $6.76M | 3.21% | 781.92K shares | 4.82% → 3.21%-1.61 pp -149 (-0.02%) | Reduced | ↗▾ |
| 10 | MDXGMIMEDX GROUP INC View history and evidence | $6.52M | 3.10% | 1.07M shares | 3.66% → 3.10%-0.56 pp +247.11K (+30.11%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ANIK ANIKA THERAPEUTICS INC | Non-derivative | -173,489 | -$2.61M | SEC filing ↗ | SEC filing ↗ |
| CMCO COLUMBUS MCKINNON CORP/NY | Non-derivative | -123,373 | -$2.09M | SEC filing ↗ | SEC filing ↗ |
| AMWD AMERICAN WOODMARK CORP | Non-derivative | -30,000 | -$1.76M | SEC filing ↗ | SEC filing ↗ |
3 / 3 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 210712652
}Research all 41 reported holdings.
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