Filed: 8/14/2025ACC: 0001911372-25-000003
📋 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 $210.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$210.71M
Total AUM (reported)
18.10M
Total Shares
Allocation by class
COM$125.74M59.7%
COM CL A$29.67M14.1%
COM NEW$11.74M5.6%
CL A COM$9.09M4.3%
SHS$8.65M4.1%
CL A$5.37M2.5%
COMMON STOCK$5.37M2.5%
Portfolio Concentration
Top 3$41.77M19.8%
4–10$56.11M26.6%
11–25$76.25M36.2%
Rest$36.59M17.4%
Top 3 weight
19.8%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 18.10M
Sole
Full voting authority
18.10M
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:
MAGNITE INC
SOLEShares702.14K
TypeSH
Market value$16.94M
8.04%
Sole
702.14K
Shared
0.00
None
0.00
DUCOMMUN INC DEL
SOLEShares172.68K
TypeSH
Market value$14.27M
6.77%
Sole
172.68K
Shared
0.00
None
0.00
PLYMOUTH INDL REIT INC
SOLEShares657.63K
TypeSH
Market value$10.56M
5.01%
Sole
657.63K
Shared
0.00
None
0.00
PHOTRONICS INC
SOLEShares558.28K
TypeSH
Market value$10.51M
4.99%
Sole
558.28K
Shared
0.00
None
0.00
INTERFACE INC
SOLEShares426.55K
TypeSH
Market value$8.93M
4.24%
Sole
426.55K
Shared
0.00
None
0.00
SOLARIS OILFIELD INFRASTRUCT
SOLEShares302.75K
TypeSH
Market value$8.56M
4.06%
Sole
302.75K
Shared
0.00
None
0.00
THERMON GROUP HLDGS INC
SOLEShares282.65K
TypeSH
Market value$7.94M
3.77%
Sole
282.65K
Shared
0.00
None
0.00
AMPLITUDE
SOLEShares555.40K
TypeSH
Market value$6.89M
3.27%
Sole
555.40K
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares781.92K
TypeSH
Market value$6.76M
3.21%
Sole
781.92K
Shared
0.00
None
0.00
MIMEDX INDS INC TENN
SOLEShares1.07M
TypeSH
Market value$6.52M
3.10%
Sole
1.07M
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
SOLEShares310.27K
TypeSH
Market value$6.18M
2.93%
Sole
310.27K
Shared
0.00
None
0.00
ARHAUS INC
SOLEShares708.07K
TypeSH
Market value$6.14M
2.91%
Sole
708.07K
Shared
0.00
None
0.00
WABASH NATL CORP
SOLEShares566.78K
TypeSH
Market value$6.02M
2.86%
Sole
566.78K
Shared
0.00
None
0.00
BLUELINX HLDGS INC
SOLEShares74.03K
TypeSH
Market value$5.51M
2.61%
Sole
74.03K
Shared
0.00
None
0.00
APARTMENT INVT & MGMT CO
SOLEShares621.06K
TypeSH
Market value$5.37M
2.55%
Sole
621.06K
Shared
0.00
None
0.00
INDIE SEMICONDUCTOR INC
SOLEShares1.49M
TypeSH
Market value$5.31M
2.52%
Sole
1.49M
Shared
0.00
None
0.00
WORTHINGTON STL INC
SOLEShares176.88K
TypeSH
Market value$5.28M
2.50%
Sole
176.88K
Shared
0.00
None
0.00
ENVIRI CORP
SOLEShares588.59K
TypeSH
Market value$5.11M
2.42%
Sole
588.59K
Shared
0.00
None
0.00
HURCO CO
SOLEShares264.13K
TypeSH
Market value$4.99M
2.37%
Sole
264.13K
Shared
0.00
None
0.00
COHU INC
SOLEShares235.97K
TypeSH
Market value$4.54M
2.15%
Sole
235.97K
Shared
0.00
None
0.00
DAVE INC
SOLEShares16.80K
TypeSH
Market value$4.51M
2.14%
Sole
16.80K
Shared
0.00
None
0.00
INFUSYSTEM HLDGS INC
SOLEShares706.50K
TypeSH
Market value$4.41M
2.09%
Sole
706.50K
Shared
0.00
None
0.00
INMODE LTD
SOLEShares303.02K
TypeSH
Market value$4.38M
2.08%
Sole
303.02K
Shared
0.00
None
0.00
ICHOR HOLDINGS
SOLEShares217.50K
TypeSH
Market value$4.27M
2.03%
Sole
217.50K
Shared
0.00
None
0.00
MALIBU BOATS INC
SOLEShares135.35K
TypeSH
Market value$4.24M
2.01%
Sole
135.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MAGNITE INCSOLE | COM | 702.14K | SH | $16.94M 8.04% | 702.14K | 0.00 | 0.00 |
DUCOMMUN INC DELSOLE | COM | 172.68K | SH | $14.27M 6.77% | 172.68K | 0.00 | 0.00 |
PLYMOUTH INDL REIT INCSOLE | COM | 657.63K | SH | $10.56M 5.01% | 657.63K | 0.00 | 0.00 |
PHOTRONICS INCSOLE | COM | 558.28K | SH | $10.51M 4.99% | 558.28K | 0.00 | 0.00 |
INTERFACE INCSOLE | COM | 426.55K | SH | $8.93M 4.24% | 426.55K | 0.00 | 0.00 |
SOLARIS OILFIELD INFRASTRUCTSOLE | COM CL A | 302.75K | SH | $8.56M 4.06% | 302.75K | 0.00 | 0.00 |
THERMON GROUP HLDGS INCSOLE | COM | 282.65K | SH | $7.94M 3.77% | 282.65K | 0.00 | 0.00 |
AMPLITUDESOLE | COM CL A | 555.40K | SH | $6.89M 3.27% | 555.40K | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 781.92K | SH | $6.76M 3.21% | 781.92K | 0.00 | 0.00 |
MIMEDX INDS INC TENNSOLE | COM | 1.07M | SH | $6.52M 3.10% | 1.07M | 0.00 | 0.00 |
KORNIT DIGITAL LTDSOLE | COM | 310.27K | SH | $6.18M 2.93% | 310.27K | 0.00 | 0.00 |
ARHAUS INCSOLE | COM CL A | 708.07K | SH | $6.14M 2.91% | 708.07K | 0.00 | 0.00 |
WABASH NATL CORPSOLE | COM | 566.78K | SH | $6.02M 2.86% | 566.78K | 0.00 | 0.00 |
BLUELINX HLDGS INCSOLE | COM NEW | 74.03K | SH | $5.51M 2.61% | 74.03K | 0.00 | 0.00 |
APARTMENT INVT & MGMT COSOLE | CL A | 621.06K | SH | $5.37M 2.55% | 621.06K | 0.00 | 0.00 |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 1.49M | SH | $5.31M 2.52% | 1.49M | 0.00 | 0.00 |
WORTHINGTON STL INCSOLE | COM SHS | 176.88K | SH | $5.28M 2.50% | 176.88K | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 588.59K | SH | $5.11M 2.42% | 588.59K | 0.00 | 0.00 |
HURCO COSOLE | COM | 264.13K | SH | $4.99M 2.37% | 264.13K | 0.00 | 0.00 |
COHU INCSOLE | COM | 235.97K | SH | $4.54M 2.15% | 235.97K | 0.00 | 0.00 |
DAVE INCSOLE | CLASS A COM NEW | 16.80K | SH | $4.51M 2.14% | 16.80K | 0.00 | 0.00 |
INFUSYSTEM HLDGS INCSOLE | COM | 706.50K | SH | $4.41M 2.09% | 706.50K | 0.00 | 0.00 |
INMODE LTDSOLE | SHS | 303.02K | SH | $4.38M 2.08% | 303.02K | 0.00 | 0.00 |
ICHOR HOLDINGSSOLE | SHS | 217.50K | SH | $4.27M 2.03% | 217.50K | 0.00 | 0.00 |
MALIBU BOATS INCSOLE | COM CL A | 135.35K | SH | $4.24M 2.01% | 135.35K | 0.00 | 0.00 |
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