Filed: 2/17/2026ACC: 0001911372-26-000001
📋 What this filing means
MEROS INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $252.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$252.18M
Total AUM (reported)
20.04M
Total Shares
Allocation by class
COM$154.80M61.4%
COM CL A$39.58M15.7%
CL A COM$16.49M6.5%
CLASS A COM$7.46M3.0%
SHS$7.34M2.9%
COM NEW$7.09M2.8%
COM PAR $0.001$6.01M2.4%
Portfolio Concentration
Top 3$42.62M16.9%
4–10$66.87M26.5%
11–25$93.82M37.2%
Rest$48.87M19.4%
Top 3 weight
16.9%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 20.04M
Sole
Full voting authority
11.37M
shares
% of voting shares56.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.66M
shares
% of voting shares43.2%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole · 56.8% of voting shares
Institutional Holdings48
Rows:
DUCOMMUN INC DEL
SOLEShares174.49K
TypeSH
Market value$16.60M
6.58%
Sole
99.12K
Shared
0.00
None
75.37K
MAGNITE INC
SOLEShares825.60K
TypeSH
Market value$13.40M
5.31%
Sole
469.03K
Shared
0.00
None
356.56K
THERMON GROUP HLDGS INC
SOLEShares339.68K
TypeSH
Market value$12.62M
5.01%
Sole
192.93K
Shared
0.00
None
146.74K
ENVIRI CORP
SOLEShares643.65K
TypeSH
Market value$11.53M
4.57%
Sole
365.81K
Shared
0.00
None
277.84K
AMPLITUDE
SOLEShares861.87K
TypeSH
Market value$9.98M
3.96%
Sole
489.96K
Shared
0.00
None
371.92K
SELECT WATER SOLUTIONS INC
SOLEShares939.86K
TypeSH
Market value$9.89M
3.92%
Sole
534.81K
Shared
0.00
None
405.04K
ARHAUS INC
SOLEShares821.73K
TypeSH
Market value$9.21M
3.65%
Sole
467.21K
Shared
0.00
None
354.52K
BUILD-A-BEAR WORKSHOP INC
SOLEShares146.96K
TypeSH
Market value$9.00M
3.57%
Sole
83.48K
Shared
0.00
None
63.48K
MIMEDX INDS INC TENN
SOLEShares1.33M
TypeSH
Market value$8.98M
3.56%
Sole
753.47K
Shared
0.00
None
572.57K
COHU INC
SOLEShares355.74K
TypeSH
Market value$8.28M
3.28%
Sole
202.21K
Shared
0.00
None
153.53K
PHRESSIA INC
SOLEShares478.27K
TypeSH
Market value$8.09M
3.21%
Sole
271.83K
Shared
0.00
None
206.45K
SOLARIS OILFIELD INFRASTRUCT
SOLEShares164.32K
TypeSH
Market value$7.55M
3.00%
Sole
93.36K
Shared
0.00
None
70.97K
INDIE SEMICONDUCTOR INC
SOLEShares2.11M
TypeSH
Market value$7.46M
2.96%
Sole
1.20M
Shared
0.00
None
912.18K
SHOE CARNIVAL INC
SOLEShares415.11K
TypeSH
Market value$7.01M
2.78%
Sole
235.88K
Shared
0.00
None
179.24K
MESA LABS INC
SOLEShares85.02K
TypeSH
Market value$6.67M
2.65%
Sole
48.33K
Shared
0.00
None
36.69K
KURA SUSHI USA INC
SOLEShares126.26K
TypeSH
Market value$6.61M
2.62%
Sole
71.75K
Shared
0.00
None
54.50K
SIMULATIONS PLUS INC
SOLEShares339.24K
TypeSH
Market value$6.18M
2.45%
Sole
192.75K
Shared
0.00
None
146.50K
RANPAK HOLDINGS CORP
SOLEShares1.12M
TypeSH
Market value$6.04M
2.39%
Sole
631.96K
Shared
0.00
None
484.44K
CRYOPORT INC
SOLEShares626.43K
TypeSH
Market value$6.01M
2.38%
Sole
356.15K
Shared
0.00
None
270.28K
INMODE LTD
SOLEShares404.45K
TypeSH
Market value$5.94M
2.36%
Sole
229.81K
Shared
0.00
None
174.65K
APARTMENT INVT & MGMT CO
SOLEShares995.68K
TypeSH
Market value$5.91M
2.35%
Sole
565.95K
Shared
0.00
None
429.73K
AZENTA INC
SOLEShares166.84K
TypeSH
Market value$5.55M
2.20%
Sole
94.87K
Shared
0.00
None
71.97K
BLUELINX HLDGS INC
SOLEShares82.27K
TypeSH
Market value$5.05M
2.00%
Sole
46.70K
Shared
0.00
None
35.56K
WABASH NATL CORP
SOLEShares563.62K
TypeSH
Market value$4.88M
1.93%
Sole
320.31K
Shared
0.00
None
243.31K
INTERFACE INC
SOLEShares173.79K
TypeSH
Market value$4.85M
1.92%
Sole
98.45K
Shared
0.00
None
75.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DUCOMMUN INC DELSOLE | COM | 174.49K | SH | $16.60M 6.58% | 99.12K | 0.00 | 75.37K |
MAGNITE INCSOLE | COM | 825.60K | SH | $13.40M 5.31% | 469.03K | 0.00 | 356.56K |
THERMON GROUP HLDGS INCSOLE | COM | 339.68K | SH | $12.62M 5.01% | 192.93K | 0.00 | 146.74K |
ENVIRI CORPSOLE | COM | 643.65K | SH | $11.53M 4.57% | 365.81K | 0.00 | 277.84K |
AMPLITUDESOLE | COM CL A | 861.87K | SH | $9.98M 3.96% | 489.96K | 0.00 | 371.92K |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 939.86K | SH | $9.89M 3.92% | 534.81K | 0.00 | 405.04K |
ARHAUS INCSOLE | COM CL A | 821.73K | SH | $9.21M 3.65% | 467.21K | 0.00 | 354.52K |
BUILD-A-BEAR WORKSHOP INCSOLE | COM | 146.96K | SH | $9.00M 3.57% | 83.48K | 0.00 | 63.48K |
MIMEDX INDS INC TENNSOLE | COM | 1.33M | SH | $8.98M 3.56% | 753.47K | 0.00 | 572.57K |
COHU INCSOLE | COM | 355.74K | SH | $8.28M 3.28% | 202.21K | 0.00 | 153.53K |
PHRESSIA INCSOLE | COM | 478.27K | SH | $8.09M 3.21% | 271.83K | 0.00 | 206.45K |
SOLARIS OILFIELD INFRASTRUCTSOLE | COM CL A | 164.32K | SH | $7.55M 3.00% | 93.36K | 0.00 | 70.97K |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 2.11M | SH | $7.46M 2.96% | 1.20M | 0.00 | 912.18K |
SHOE CARNIVAL INCSOLE | COM | 415.11K | SH | $7.01M 2.78% | 235.88K | 0.00 | 179.24K |
MESA LABS INCSOLE | COM | 85.02K | SH | $6.67M 2.65% | 48.33K | 0.00 | 36.69K |
KURA SUSHI USA INCSOLE | CL A COM | 126.26K | SH | $6.61M 2.62% | 71.75K | 0.00 | 54.50K |
SIMULATIONS PLUS INCSOLE | COM | 339.24K | SH | $6.18M 2.45% | 192.75K | 0.00 | 146.50K |
RANPAK HOLDINGS CORPSOLE | COM CL A | 1.12M | SH | $6.04M 2.39% | 631.96K | 0.00 | 484.44K |
CRYOPORT INCSOLE | COM PAR $0.001 | 626.43K | SH | $6.01M 2.38% | 356.15K | 0.00 | 270.28K |
INMODE LTDSOLE | SHS | 404.45K | SH | $5.94M 2.36% | 229.81K | 0.00 | 174.65K |
APARTMENT INVT & MGMT COSOLE | CL A | 995.68K | SH | $5.91M 2.35% | 565.95K | 0.00 | 429.73K |
AZENTA INCSOLE | COM | 166.84K | SH | $5.55M 2.20% | 94.87K | 0.00 | 71.97K |
BLUELINX HLDGS INCSOLE | COM NEW | 82.27K | SH | $5.05M 2.00% | 46.70K | 0.00 | 35.56K |
WABASH NATL CORPSOLE | COM | 563.62K | SH | $4.88M 1.93% | 320.31K | 0.00 | 243.31K |
INTERFACE INCSOLE | COM | 173.79K | SH | $4.85M 1.92% | 98.45K | 0.00 | 75.34K |
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