Meros Investment Management, LP
CIK 1911372 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- DCO6.58%
- MGNI5.31%
- THR5.01%
- 4158641074.57%
- AMPL3.96%
- WTTR3.92%
- ARHS3.65%
- BBW3.57%
- MDXG3.56%
- COHU3.28%
Share classes counted separately43.41%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PLABWeight decreased · -3.58 pp4.95% → 1.37%Shares -396.80K (-78.60%)
- SEIWeight decreased · -1.98 pp4.98% → 3.00%Shares -127.41K (-43.67%)
- ARHSWeight increased · +1.47 pp2.18% → 3.65%Shares +341.58K (+71.14%)
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 | $16.60M | 6.58% | 174.49K shares | 6.83% → 6.58%-0.25 pp +7.95K (+4.77%) | Added | ↗▾ |
| 02 | MGNIMAGNITE INC View history and evidence | $13.40M | 5.31% | 825.60K shares | 5.71% → 5.31%-0.40 pp +211.77K (+34.50%) | Added | ↗▾ |
| 03 | THRTHERMON GROUP HOLDINGS INC View history and evidence | $12.62M | 5.01% | 339.68K shares | 4.02% → 5.01%+0.99 pp -12.33K (-3.50%) | Reduced | ↗▾ |
| 04 | 415864107ENVIRI CORP View history and evidence | $11.53M | 4.57% | 643.65K shares | 3.45% → 4.57%+1.12 pp +6.41K (+1.01%) | Added | ↗▾ |
| 05 | AMPLAMPLITUDE INC-CLASS ACOM CL A View history and evidence | $9.98M | 3.96% | 861.87K shares | 3.50% → 3.96%+0.46 pp +96.78K (+12.65%) | Added | ↗▾ |
| 06 | WTTRSELECT WATER SOLUTIONS INCCL A COM View history and evidence | $9.89M | 3.92% | 939.86K shares | 4.11% → 3.92%-0.19 pp +39.47K (+4.38%) | Added | ↗▾ |
| 07 | ARHSARHAUS INCCOM CL A View history and evidence | $9.21M | 3.65% | 821.73K shares | 2.18% → 3.65%+1.47 pp +341.58K (+71.14%) | Added | ↗▾ |
| 08 | BBWBUILD-A-BEAR WORKSHOP INC View history and evidence | $9.00M | 3.57% | 146.96K shares | Prior unavailable +146.96K | New | ↗▾ |
| 09 | MDXGMIMEDX GROUP INC View history and evidence | $8.98M | 3.56% | 1.33M shares | 3.79% → 3.56%-0.23 pp +55.68K (+4.38%) | Added | ↗▾ |
| 10 | COHUCOHU INC View history and evidence | $8.28M | 3.28% | 355.74K shares | 2.86% → 3.28%+0.42 pp +26.76K (+8.13%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PLYM PLYMOUTH INDUSTRIAL REIT INC | Non-derivative | -655,075 | -$14.63M | SEC filing ↗ | SEC filing ↗ |
| TEAD TEADS HOLDING CO | Non-derivative | -1,336,889 | -$2.21M | SEC filing ↗ | SEC filing ↗ |
| KRNT KORNIT DIGITAL LTD | Non-derivative | -85,004 | -$1.15M | SEC filing ↗ | SEC filing ↗ |
3 / 5 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 252180868
}Research all 48 reported holdings.
This page includes 30 of 48 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 48 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1911372","quarter":"2025Q4","page_size":100}
get_institutional_manager_history
{"cik":"1911372","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.