Filed: 5/13/2025ACC: 0001911372-25-000002
📋 What this filing means
MEROS INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $170.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$170.31M
Total AUM (reported)
15.38M
Total Shares
Allocation by class
COM$105.55M62.0%
COM CL A$23.41M13.7%
COM NEW$9.70M5.7%
CL A COM$8.38M4.9%
SHS$7.40M4.3%
CL A$4.62M2.7%
COMMON STOCK$4.48M2.6%
Portfolio Concentration
Top 3$30.47M17.9%
4–10$48.27M28.3%
11–25$61.70M36.2%
Rest$29.86M17.5%
Top 3 weight
17.9%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 15.38M
Sole
Full voting authority
15.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
DUCOMMUN INC DEL
SOLEShares190.46K
TypeSH
Market value$11.05M
6.49%
Sole
190.46K
Shared
0.00
None
0.00
PHOTRONICS INC
SOLEShares485.52K
TypeSH
Market value$10.08M
5.92%
Sole
485.52K
Shared
0.00
None
0.00
PLYMOUTH INDL REIT INC
SOLEShares573.16K
TypeSH
Market value$9.34M
5.49%
Sole
573.16K
Shared
0.00
None
0.00
MAGNITE INC
SOLEShares749.44K
TypeSH
Market value$8.55M
5.02%
Sole
749.44K
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares782.07K
TypeSH
Market value$8.21M
4.82%
Sole
782.07K
Shared
0.00
None
0.00
INTERFACE INC
SOLEShares411.50K
TypeSH
Market value$8.16M
4.79%
Sole
411.50K
Shared
0.00
None
0.00
THERMON GROUP HLDGS INC
SOLEShares246.18K
TypeSH
Market value$6.86M
4.03%
Sole
246.18K
Shared
0.00
None
0.00
MIMEDX INDS INC TENN
SOLEShares820.61K
TypeSH
Market value$6.24M
3.66%
Sole
820.61K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
SOLEShares270.46K
TypeSH
Market value$5.16M
3.03%
Sole
270.46K
Shared
0.00
None
0.00
SOLARIS OILFIELD INFRASTRUCT
SOLEShares233.84K
TypeSH
Market value$5.09M
2.99%
Sole
233.84K
Shared
0.00
None
0.00
RANPAK HOLDINGS CORP
SOLEShares933.57K
TypeSH
Market value$5.06M
2.97%
Sole
933.57K
Shared
0.00
None
0.00
WABASH NATL CORP
SOLEShares448.13K
TypeSH
Market value$4.95M
2.91%
Sole
448.13K
Shared
0.00
None
0.00
ARHAUS INC
SOLEShares566.73K
TypeSH
Market value$4.93M
2.90%
Sole
566.73K
Shared
0.00
None
0.00
AMPLITUDE
SOLEShares462.31K
TypeSH
Market value$4.71M
2.77%
Sole
462.31K
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares525.42K
TypeSH
Market value$4.62M
2.71%
Sole
525.42K
Shared
0.00
None
0.00
EMBECTA CORP
SOLEShares339.41K
TypeSH
Market value$4.33M
2.54%
Sole
339.41K
Shared
0.00
None
0.00
ICHOR HOLDINGS
SOLEShares189.25K
TypeSH
Market value$4.28M
2.51%
Sole
189.25K
Shared
0.00
None
0.00
BLUELINX HLDGS INC
SOLEShares56.45K
TypeSH
Market value$4.23M
2.49%
Sole
56.45K
Shared
0.00
None
0.00
HURCO CO
SOLEShares246.78K
TypeSH
Market value$3.83M
2.25%
Sole
246.78K
Shared
0.00
None
0.00
MESA LABS INC
SOLEShares31.96K
TypeSH
Market value$3.79M
2.23%
Sole
31.96K
Shared
0.00
None
0.00
OUTBRAIN INC
SOLEShares1.01M
TypeSH
Market value$3.75M
2.20%
Sole
1.01M
Shared
0.00
None
0.00
MALIBU BOATS INC
SOLEShares117.94K
TypeSH
Market value$3.62M
2.12%
Sole
117.94K
Shared
0.00
None
0.00
INFUSYSTEM HLDGS INC
SOLEShares616.02K
TypeSH
Market value$3.31M
1.95%
Sole
616.02K
Shared
0.00
None
0.00
ENVIRI CORP
SOLEShares475.49K
TypeSH
Market value$3.16M
1.86%
Sole
475.49K
Shared
0.00
None
0.00
INMODE LTD
SOLEShares176K
TypeSH
Market value$3.12M
1.83%
Sole
176K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DUCOMMUN INC DELSOLE | COM | 190.46K | SH | $11.05M 6.49% | 190.46K | 0.00 | 0.00 |
PHOTRONICS INCSOLE | COM | 485.52K | SH | $10.08M 5.92% | 485.52K | 0.00 | 0.00 |
PLYMOUTH INDL REIT INCSOLE | COM | 573.16K | SH | $9.34M 5.49% | 573.16K | 0.00 | 0.00 |
MAGNITE INCSOLE | COM | 749.44K | SH | $8.55M 5.02% | 749.44K | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 782.07K | SH | $8.21M 4.82% | 782.07K | 0.00 | 0.00 |
INTERFACE INCSOLE | COM | 411.50K | SH | $8.16M 4.79% | 411.50K | 0.00 | 0.00 |
THERMON GROUP HLDGS INCSOLE | COM | 246.18K | SH | $6.86M 4.03% | 246.18K | 0.00 | 0.00 |
MIMEDX INDS INC TENNSOLE | COM | 820.61K | SH | $6.24M 3.66% | 820.61K | 0.00 | 0.00 |
KORNIT DIGITAL LTDSOLE | COM | 270.46K | SH | $5.16M 3.03% | 270.46K | 0.00 | 0.00 |
SOLARIS OILFIELD INFRASTRUCTSOLE | COM CL A | 233.84K | SH | $5.09M 2.99% | 233.84K | 0.00 | 0.00 |
RANPAK HOLDINGS CORPSOLE | COM CL A | 933.57K | SH | $5.06M 2.97% | 933.57K | 0.00 | 0.00 |
WABASH NATL CORPSOLE | COM | 448.13K | SH | $4.95M 2.91% | 448.13K | 0.00 | 0.00 |
ARHAUS INCSOLE | COM CL A | 566.73K | SH | $4.93M 2.90% | 566.73K | 0.00 | 0.00 |
AMPLITUDESOLE | COM CL A | 462.31K | SH | $4.71M 2.77% | 462.31K | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 525.42K | SH | $4.62M 2.71% | 525.42K | 0.00 | 0.00 |
EMBECTA CORPSOLE | COMMON STOCK | 339.41K | SH | $4.33M 2.54% | 339.41K | 0.00 | 0.00 |
ICHOR HOLDINGSSOLE | SHS | 189.25K | SH | $4.28M 2.51% | 189.25K | 0.00 | 0.00 |
BLUELINX HLDGS INCSOLE | COM NEW | 56.45K | SH | $4.23M 2.49% | 56.45K | 0.00 | 0.00 |
HURCO COSOLE | COM | 246.78K | SH | $3.83M 2.25% | 246.78K | 0.00 | 0.00 |
MESA LABS INCSOLE | COM | 31.96K | SH | $3.79M 2.23% | 31.96K | 0.00 | 0.00 |
OUTBRAIN INCSOLE | COM | 1.01M | SH | $3.75M 2.20% | 1.01M | 0.00 | 0.00 |
MALIBU BOATS INCSOLE | COM CL A | 117.94K | SH | $3.62M 2.12% | 117.94K | 0.00 | 0.00 |
INFUSYSTEM HLDGS INCSOLE | COM | 616.02K | SH | $3.31M 1.95% | 616.02K | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 475.49K | SH | $3.16M 1.86% | 475.49K | 0.00 | 0.00 |
INMODE LTDSOLE | SHS | 176K | SH | $3.12M 1.83% | 176K | 0.00 | 0.00 |
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