Filed: 11/14/2025ACC: 0001911372-25-000007
📋 What this filing means
MEROS INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $234.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$234.24M
Total AUM (reported)
19.30M
Total Shares
Allocation by class
COM$138.90M59.3%
COM CL A$35.37M15.1%
COMMON STOCK$10.14M4.3%
CL A COM$9.63M4.1%
SHS$9.28M4.0%
COM NEW$8.68M3.7%
CLASS A COM$8.12M3.5%
Portfolio Concentration
Top 3$44.01M18.8%
4–10$67.46M28.8%
11–25$90.19M38.5%
Rest$32.58M13.9%
Top 3 weight
18.8%
Top 10 weight
47.6%
Voting Authority Distribution
Total shares with voting rights: 19.30M
Sole
Full voting authority
10.61M
shares
% of voting shares54.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.69M
shares
% of voting shares45.1%
Investment Discretion (by position count)
Sole43
Shared0
Other0
Dominant voting typeSole · 54.9% of voting shares
Institutional Holdings43
Rows:
DUCOMMUN INC DEL
SOLEShares166.54K
TypeSH
Market value$16.01M
6.83%
Sole
91.17K
Shared
0.00
None
75.37K
PLYMOUTH INDL REIT INC
SOLEShares655.08K
TypeSH
Market value$14.63M
6.24%
Sole
358.53K
Shared
0.00
None
296.54K
MAGNITE INC
SOLEShares613.83K
TypeSH
Market value$13.37M
5.71%
Sole
336.35K
Shared
0.00
None
277.48K
SOLARIS OILFIELD INFRASTRUCT
SOLEShares291.74K
TypeSH
Market value$11.66M
4.98%
Sole
160.07K
Shared
0.00
None
131.66K
PHOTRONICS INC
SOLEShares504.81K
TypeSH
Market value$11.59M
4.95%
Sole
275.92K
Shared
0.00
None
228.89K
SELECT WATER SOLUTIONS INC
SOLEShares900.39K
TypeSH
Market value$9.63M
4.11%
Sole
495.34K
Shared
0.00
None
405.04K
THERMON GROUP HLDGS INC
SOLEShares352K
TypeSH
Market value$9.41M
4.02%
Sole
193.32K
Shared
0.00
None
158.69K
MIMEDX INDS INC TENN
SOLEShares1.27M
TypeSH
Market value$8.87M
3.79%
Sole
697.79K
Shared
0.00
None
572.57K
AMPLITUDE
SOLEShares765.10K
TypeSH
Market value$8.20M
3.50%
Sole
420.59K
Shared
0.00
None
344.51K
INDIE SEMICONDUCTOR INC
SOLEShares1.99M
TypeSH
Market value$8.12M
3.47%
Sole
1.10M
Shared
0.00
None
898.60K
ENVIRI CORP
SOLEShares637.24K
TypeSH
Market value$8.09M
3.45%
Sole
350.23K
Shared
0.00
None
287.01K
PHRESSIA INC
SOLEShares322.14K
TypeSH
Market value$7.58M
3.23%
Sole
177.09K
Shared
0.00
None
145.04K
APARTMENT INVT & MGMT CO
SOLEShares954.18K
TypeSH
Market value$7.57M
3.23%
Sole
524.45K
Shared
0.00
None
429.73K
EMBECTA CORP
SOLEShares484.77K
TypeSH
Market value$6.84M
2.92%
Sole
266.18K
Shared
0.00
None
218.59K
COHU INC
SOLEShares328.99K
TypeSH
Market value$6.69M
2.86%
Sole
180.87K
Shared
0.00
None
148.12K
WABASH NATL CORP
SOLEShares645.45K
TypeSH
Market value$6.37M
2.72%
Sole
354.74K
Shared
0.00
None
290.71K
RANPAK HOLDINGS CORP
SOLEShares1.07M
TypeSH
Market value$6.02M
2.57%
Sole
587.12K
Shared
0.00
None
484.44K
BLUELINX HLDGS INC
SOLEShares78.88K
TypeSH
Market value$5.76M
2.46%
Sole
43.32K
Shared
0.00
None
35.56K
INMODE LTD
SOLEShares367.59K
TypeSH
Market value$5.48M
2.34%
Sole
202.08K
Shared
0.00
None
165.51K
CRYOPORT INC
SOLEShares549.74K
TypeSH
Market value$5.21M
2.22%
Sole
302.31K
Shared
0.00
None
247.43K
MESA LABS INC
SOLEShares76.48K
TypeSH
Market value$5.12M
2.19%
Sole
42.04K
Shared
0.00
None
34.44K
ARHAUS INC
SOLEShares480.16K
TypeSH
Market value$5.10M
2.18%
Sole
264.19K
Shared
0.00
None
215.96K
INFUSYSTEM HLDGS INC
SOLEShares477.28K
TypeSH
Market value$4.94M
2.11%
Sole
262.55K
Shared
0.00
None
214.73K
INTERFACE INC
SOLEShares166.58K
TypeSH
Market value$4.82M
2.06%
Sole
91.23K
Shared
0.00
None
75.34K
AZENTA INC
SOLEShares159.94K
TypeSH
Market value$4.59M
1.96%
Sole
87.97K
Shared
0.00
None
71.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DUCOMMUN INC DELSOLE | COM | 166.54K | SH | $16.01M 6.83% | 91.17K | 0.00 | 75.37K |
PLYMOUTH INDL REIT INCSOLE | COM | 655.08K | SH | $14.63M 6.24% | 358.53K | 0.00 | 296.54K |
MAGNITE INCSOLE | COM | 613.83K | SH | $13.37M 5.71% | 336.35K | 0.00 | 277.48K |
SOLARIS OILFIELD INFRASTRUCTSOLE | COM CL A | 291.74K | SH | $11.66M 4.98% | 160.07K | 0.00 | 131.66K |
PHOTRONICS INCSOLE | COM | 504.81K | SH | $11.59M 4.95% | 275.92K | 0.00 | 228.89K |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 900.39K | SH | $9.63M 4.11% | 495.34K | 0.00 | 405.04K |
THERMON GROUP HLDGS INCSOLE | COM | 352K | SH | $9.41M 4.02% | 193.32K | 0.00 | 158.69K |
MIMEDX INDS INC TENNSOLE | COM | 1.27M | SH | $8.87M 3.79% | 697.79K | 0.00 | 572.57K |
AMPLITUDESOLE | COM CL A | 765.10K | SH | $8.20M 3.50% | 420.59K | 0.00 | 344.51K |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 1.99M | SH | $8.12M 3.47% | 1.10M | 0.00 | 898.60K |
ENVIRI CORPSOLE | COM | 637.24K | SH | $8.09M 3.45% | 350.23K | 0.00 | 287.01K |
PHRESSIA INCSOLE | COM | 322.14K | SH | $7.58M 3.23% | 177.09K | 0.00 | 145.04K |
APARTMENT INVT & MGMT COSOLE | CL A | 954.18K | SH | $7.57M 3.23% | 524.45K | 0.00 | 429.73K |
EMBECTA CORPSOLE | COMMON STOCK | 484.77K | SH | $6.84M 2.92% | 266.18K | 0.00 | 218.59K |
COHU INCSOLE | COM | 328.99K | SH | $6.69M 2.86% | 180.87K | 0.00 | 148.12K |
WABASH NATL CORPSOLE | COM | 645.45K | SH | $6.37M 2.72% | 354.74K | 0.00 | 290.71K |
RANPAK HOLDINGS CORPSOLE | COM CL A | 1.07M | SH | $6.02M 2.57% | 587.12K | 0.00 | 484.44K |
BLUELINX HLDGS INCSOLE | COM NEW | 78.88K | SH | $5.76M 2.46% | 43.32K | 0.00 | 35.56K |
INMODE LTDSOLE | SHS | 367.59K | SH | $5.48M 2.34% | 202.08K | 0.00 | 165.51K |
CRYOPORT INCSOLE | COM PAR $0.001 | 549.74K | SH | $5.21M 2.22% | 302.31K | 0.00 | 247.43K |
MESA LABS INCSOLE | COM | 76.48K | SH | $5.12M 2.19% | 42.04K | 0.00 | 34.44K |
ARHAUS INCSOLE | COM CL A | 480.16K | SH | $5.10M 2.18% | 264.19K | 0.00 | 215.96K |
INFUSYSTEM HLDGS INCSOLE | COM | 477.28K | SH | $4.94M 2.11% | 262.55K | 0.00 | 214.73K |
INTERFACE INCSOLE | COM | 166.58K | SH | $4.82M 2.06% | 91.23K | 0.00 | 75.34K |
AZENTA INCSOLE | COM | 159.94K | SH | $4.59M 1.96% | 87.97K | 0.00 | 71.97K |
Page 1 of 2