# Meros Investment Management, LP: Form 13F holdings

An institutional investment manager in DALLAS, TX. SEC CIK 1911372.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $315.2m
- Positions: 50 (50 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1911372/000191137226000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DUCOMMUN INC DEL (DCO)](/companies/dco.md) | COM | $21.9m | 7.0% | 118,423 |  | Reduced −9,787 |
| [MAGNITE INC (MGNI)](/companies/mgni.md) | COM | $18.8m | 6.0% | 991,335 |  | Reduced −1,016 |
| [SELECT WATER SOLUTIONS INC (WTTR)](/companies/wttr.md) | CL A COM | $18.2m | 5.8% | 912,982 |  | Reduced −941 |
| [ARHAUS INC (ARHS)](/companies/arhs.md) | COM CL A | $14.2m | 4.5% | 1,680,568 |  | Added +485,095 |
| [COHU INC (COHU)](/companies/cohu.md) | COM | $14.1m | 4.5% | 190,686 |  | Reduced −85,272 |
| [WERNER ENTERPRISES INC (WERN)](/companies/wern.md) | COM | $12.2m | 3.9% | 279,870 |  | Added +149,713 |
| [CRYOPORT INC (CYRX)](/companies/cyrx.md) | COM PAR $0.001 | $11.7m | 3.7% | 743,312 |  | Added +134,239 |
| [MALIBU BOATS INC (MBUU)](/companies/mbuu.md) | COM CL A | $9.9m | 3.1% | 359,568 |  | Added +144,374 |
| [SOLARIS OILFIELD INFRASTRUCT (SEI)](/companies/sei.md) | COM CL A | $9.5m | 3.0% | 118,634 |  | Reduced −25,137 |
| [BJS RESTAURANTS INC (BJRI)](/companies/bjri.md) | COM | $8.7m | 2.8% | 143,493 |  | Added +94,493 |
| [KURA SUSHI USA INC (KRUS)](/companies/krus.md) | CL A COM | $8.5m | 2.7% | 147,676 |  | Added +57,000 |
| [CRACKER BARREL OLD CTRY STOR (CBRL)](/companies/cbrl.md) | COM | $8.5m | 2.7% | 159,326 |  | Added +94,326 |
| [ALLEGIANT TRAVEL CO (ALGT)](/companies/algt.md) | COM | $8.2m | 2.6% | 69,928 |  | New +69,928 |
| [PHOTRONICS INC (PLAB)](/companies/plab.md) | COM | $7.7m | 2.5% | 237,567 |  | Added +200,000 |
| [HEALTHCARE SVCS GROUP INC (HCSG)](/companies/hcsg.md) | COM | $7.1m | 2.3% | 289,597 |  | New +289,597 |
| [INTERFACE INC (TILE)](/companies/tile.md) | COM | $6.8m | 2.1% | 188,776 |  | Added +19,808 |
| [MESA LABS INC (MLAB)](/companies/mlab.md) | COM | $6.8m | 2.1% | 67,962 |  | Reduced −70 |
| TAT TECHNOLOGIES LTD | ORD NEW | $6.6m | 2.1% | 137,880 |  | New +137,880 |
| [OPORTUN FINL CORP (OPRT)](/companies/oprt.md) | COM | $6.4m | 2.0% | 1,125,231 |  | Added +398,846 |
| ENVIRI CORP | COM | $6.3m | 2.0% | 288,617 |  | Reduced −337,235 |
| [AMPLITUDE (AMPL)](/companies/ampl.md) | COM CL A | $6.3m | 2.0% | 827,977 |  | Reduced −335,849 |
| [CECO ENVIRONMENTAL CORP (CECO)](/companies/ceco.md) | COM | $6.2m | 2.0% | 68,066 |  | New +68,066 |
| AEBI SCHMIDT HLDG AG | COM | $5.7m | 1.8% | 451,816 |  | Added +314,407 |
| [AZENTA INC (AZTA)](/companies/azta.md) | COM | $5.6m | 1.8% | 220,431 |  | Reduced −25,226 |
| [BLUELINX HLDGS INC (BXC)](/companies/bxc.md) | COM NEW | $5.4m | 1.7% | 87,181 |  | Added +16,911 |
| [SAVERS VALUE VLG INC (SVV)](/companies/svv.md) | COM | $5.3m | 1.7% | 527,422 |  | Added +372,606 |
| [RANPAK HOLDINGS CORP (PACK)](/companies/pack.md) | COM CL A | $5.2m | 1.7% | 717,764 |  | Reduced −269,725 |
| [POWER SOLUTIONS INTL INC (PSIX)](/companies/psix.md) | COM NEW | $5.0m | 1.6% | 129,266 |  | Added +90,000 |
| [HURCO CO (HURC)](/companies/hurc.md) | COM | $4.8m | 1.5% | 211,318 |  | Reduced −221 |
| [ATRICURE INC (ATRC)](/companies/atrc.md) | COM | $4.8m | 1.5% | 170,000 |  | New +170,000 |
| [INFUSYSTEM HLDGS INC (INFU)](/companies/infu.md) | COM | $4.5m | 1.4% | 468,934 |  | Reduced −474 |
| [MIMEDX INDS INC TENN (MDXG)](/companies/mdxg.md) | COM | $4.3m | 1.4% | 1,121,929 |  | Added +28,901 |
| [PERMA-PIPE INTL HLDGS INC (PPIH)](/companies/ppih.md) | COM | $3.6m | 1.1% | 132,163 |  | Added +69,865 |
| [INDIE SEMICONDUCTOR INC (INDI)](/companies/indi.md) | CLASS A COM | $3.5m | 1.1% | 778,644 |  | Reduced −1,275,798 |
| [WEAVE COMMUNICATIONS INC (WEAV)](/companies/weav.md) | COM | $3.3m | 1.1% | 554,836 |  | Reduced −200,568 |
| [KORU MEDICAL SYSTEMS INC (KRMD)](/companies/krmd.md) | COM | $3.2m | 1.0% | 759,664 |  | Reduced −787 |
| [908 DEVICES INC (MASS)](/companies/mass.md) | COM | $3.1m | 1.0% | 361,368 |  | Reduced −370 |
| [APARTMENT INVT & MGMT CO (AIV)](/companies/aiv.md) | CL A | $2.9m | 0.9% | 967,132 |  | Reduced −992 |
| [CODA OCTOPUS GROUP INC (CODA)](/companies/coda.md) | COM NEW | $2.5m | 0.8% | 254,310 |  | Added +230,000 |
| SIMULATIONS PLUS INC | COM | $2.4m | 0.8% | 130,229 |  | Reduced −369,788 |
| [AMPCO-PITTSBURG CORP (AP)](/companies/ap.md) | COM | $2.1m | 0.7% | 239,910 |  | Added +25,060 |
| [OWLET INC (OWLT)](/companies/owlt.md) | CL A NEW | $1.9m | 0.6% | 327,112 |  | Added +189,665 |
| [STAAR SURGICAL CO (STAA)](/companies/staa.md) | COM PAR $0.01 | $1.9m | 0.6% | 65,000 |  | New +65,000 |
| [TWIN DISC INC (TWIN)](/companies/twin.md) | COM | $1.9m | 0.6% | 80,377 |  | Added +22,418 |
| [TECOGEN INC NEW (TGEN)](/companies/tgen.md) | COM NEW | $1.8m | 0.6% | 353,487 |  | Added +61,782 |
| [RCM TECHNOLOGIES INC (RCMT)](/companies/rcmt.md) | COM NEW | $1.7m | 0.5% | 59,066 |  | Reduced −5,060 |
| [OPTEX SYS HLDGS INC (OPXS)](/companies/opxs.md) | COM NEW | $1.3m | 0.4% | 95,312 |  | New +95,312 |
| HARVARD BIOSCIENCE INC | COM | $1.1m | 0.4% | 182,992 |  | Added +64,470 |
| [VICTORIAS SECRET AND CO (VSXY)](/companies/vsxy.md) | COMMON STOCK | $776.5k | 0.2% | 9,302 |  | Reduced −9 |
| [DAVE INC (DAVE)](/companies/dave.md) | CLASS A COM NEW | $767.5k | 0.2% | 2,060 |  | Reduced −1,502 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BIOVENTUS INC (BVS)](/companies/bvs.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −207,720 |
| [BUILD-A-BEAR WORKSHOP INC (BBW)](/companies/bbw.md) | COM | $0 | 0.0% | 0 |  | Sold out −152,126 |
| INMODE LTD | SHS | $0 | 0.0% | 0 |  | Sold out −226,065 |
| [NORTHERN TECHNOLOGIES INTL C (NTIC)](/companies/ntic.md) | COM | $0 | 0.0% | 0 |  | Sold out −206,259 |
| [PHRESSIA INC (PHR)](/companies/phr.md) | COM | $0 | 0.0% | 0 |  | Sold out −615,740 |
| [SENSUS HEALTHCARE INC (SRTS)](/companies/srts.md) | COM | $0 | 0.0% | 0 |  | Sold out −152,418 |
| [SHOE CARNIVAL INC (SHOE)](/companies/shoe.md) | COM | $0 | 0.0% | 0 |  | Sold out −423,080 |
| THERMON GROUP HLDGS INC | COM | $0 | 0.0% | 0 |  | Sold out −241,463 |
| [WABASH NATL CORP (WNC)](/companies/wnc.md) | COM | $0 | 0.0% | 0 |  | Sold out −548,037 |

Source: SEC EDGAR, Form 13F-HR, accession 0001911372-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.