Filed: 5/14/2026ACC: 0001911372-26-000002
📋 What this filing means
MEROS INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $230.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$230.74M
Total AUM (reported)
20.17M
Total Shares
Allocation by class
COM$146.37M63.4%
COM CL A$35.17M15.2%
CL A COM$20.31M8.8%
COM NEW$8.45M3.7%
CLASS A COM$6.62M2.9%
COM PAR $0.001$5.04M2.2%
CL A$3.94M1.7%
Portfolio Concentration
Top 3$41.90M18.2%
4–10$63.19M27.4%
11–25$76.87M33.3%
Rest$48.78M21.1%
Top 3 weight
18.2%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 20.17M
Sole
Full voting authority
11.20M
shares
% of voting shares55.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.96M
shares
% of voting shares44.4%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeSole · 55.6% of voting shares
Institutional Holdings52
Rows:
DUCOMMUN INC DEL
SOLEShares128.21K
TypeSH
Market value$15.64M
6.78%
Sole
71.27K
Shared
0.00
None
56.94K
SELECT WATER SOLUTIONS INC
SOLEShares913.92K
TypeSH
Market value$13.98M
6.06%
Sole
508.88K
Shared
0.00
None
405.04K
ENVIRI CORP
SOLEShares625.85K
TypeSH
Market value$12.28M
5.32%
Sole
348.01K
Shared
0.00
None
277.84K
THERMON GROUP HLDGS INC
SOLEShares241.46K
TypeSH
Market value$12.17M
5.27%
Sole
134.19K
Shared
0.00
None
107.28K
MAGNITE INC
SOLEShares992.35K
TypeSH
Market value$11.79M
5.11%
Sole
551.48K
Shared
0.00
None
440.87K
COHU INC
SOLEShares275.96K
TypeSH
Market value$8.45M
3.66%
Sole
153.49K
Shared
0.00
None
122.47K
SOLARIS OILFIELD INFRASTRUCT
SOLEShares143.77K
TypeSH
Market value$8.12M
3.52%
Sole
79.92K
Shared
0.00
None
63.86K
ARHAUS INC
SOLEShares1.20M
TypeSH
Market value$8.11M
3.51%
Sole
664.73K
Shared
0.00
None
530.74K
AMPLITUDE
SOLEShares1.16M
TypeSH
Market value$7.94M
3.44%
Sole
647.08K
Shared
0.00
None
516.75K
INDIE SEMICONDUCTOR INC
SOLEShares2.05M
TypeSH
Market value$6.62M
2.87%
Sole
1.14M
Shared
0.00
None
912.18K
SHOE CARNIVAL INC
SOLEShares423.08K
TypeSH
Market value$6.60M
2.86%
Sole
235.20K
Shared
0.00
None
187.88K
KURA SUSHI USA INC
SOLEShares90.68K
TypeSH
Market value$6.33M
2.74%
Sole
50.42K
Shared
0.00
None
40.25K
MESA LABS INC
SOLEShares68.03K
TypeSH
Market value$6.02M
2.61%
Sole
37.84K
Shared
0.00
None
30.19K
SIMULATIONS PLUS INC
SOLEShares500.02K
TypeSH
Market value$5.91M
2.56%
Sole
277.86K
Shared
0.00
None
222.15K
BUILD-A-BEAR WORKSHOP INC
SOLEShares152.13K
TypeSH
Market value$5.70M
2.47%
Sole
84.54K
Shared
0.00
None
67.58K
MALIBU BOATS INC
SOLEShares215.19K
TypeSH
Market value$5.58M
2.42%
Sole
119.64K
Shared
0.00
None
95.56K
AZENTA INC
SOLEShares245.66K
TypeSH
Market value$5.19M
2.25%
Sole
136.58K
Shared
0.00
None
109.08K
PHRESSIA INC
SOLEShares615.74K
TypeSH
Market value$5.16M
2.24%
Sole
342.28K
Shared
0.00
None
273.46K
CRYOPORT INC
SOLEShares609.07K
TypeSH
Market value$5.04M
2.19%
Sole
338.79K
Shared
0.00
None
270.28K
WABASH NATL CORP
SOLEShares548.04K
TypeSH
Market value$4.72M
2.05%
Sole
304.73K
Shared
0.00
None
243.31K
INFUSYSTEM HLDGS INC
SOLEShares469.41K
TypeSH
Market value$4.33M
1.88%
Sole
261.21K
Shared
0.00
None
208.20K
MIMEDX INDS INC TENN
SOLEShares1.09M
TypeSH
Market value$4.32M
1.87%
Sole
607.64K
Shared
0.00
None
485.38K
INTERFACE INC
SOLEShares168.97K
TypeSH
Market value$4.21M
1.82%
Sole
93.62K
Shared
0.00
None
75.34K
APARTMENT INVT & MGMT CO
SOLEShares968.12K
TypeSH
Market value$3.94M
1.71%
Sole
538.39K
Shared
0.00
None
429.73K
WERNER ENTERPRISES INC
SOLEShares130.16K
TypeSH
Market value$3.83M
1.66%
Sole
72.33K
Shared
0.00
None
57.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DUCOMMUN INC DELSOLE | COM | 128.21K | SH | $15.64M 6.78% | 71.27K | 0.00 | 56.94K |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 913.92K | SH | $13.98M 6.06% | 508.88K | 0.00 | 405.04K |
ENVIRI CORPSOLE | COM | 625.85K | SH | $12.28M 5.32% | 348.01K | 0.00 | 277.84K |
THERMON GROUP HLDGS INCSOLE | COM | 241.46K | SH | $12.17M 5.27% | 134.19K | 0.00 | 107.28K |
MAGNITE INCSOLE | COM | 992.35K | SH | $11.79M 5.11% | 551.48K | 0.00 | 440.87K |
COHU INCSOLE | COM | 275.96K | SH | $8.45M 3.66% | 153.49K | 0.00 | 122.47K |
SOLARIS OILFIELD INFRASTRUCTSOLE | COM CL A | 143.77K | SH | $8.12M 3.52% | 79.92K | 0.00 | 63.86K |
ARHAUS INCSOLE | COM CL A | 1.20M | SH | $8.11M 3.51% | 664.73K | 0.00 | 530.74K |
AMPLITUDESOLE | COM CL A | 1.16M | SH | $7.94M 3.44% | 647.08K | 0.00 | 516.75K |
INDIE SEMICONDUCTOR INCSOLE | CLASS A COM | 2.05M | SH | $6.62M 2.87% | 1.14M | 0.00 | 912.18K |
SHOE CARNIVAL INCSOLE | COM | 423.08K | SH | $6.60M 2.86% | 235.20K | 0.00 | 187.88K |
KURA SUSHI USA INCSOLE | CL A COM | 90.68K | SH | $6.33M 2.74% | 50.42K | 0.00 | 40.25K |
MESA LABS INCSOLE | COM | 68.03K | SH | $6.02M 2.61% | 37.84K | 0.00 | 30.19K |
SIMULATIONS PLUS INCSOLE | COM | 500.02K | SH | $5.91M 2.56% | 277.86K | 0.00 | 222.15K |
BUILD-A-BEAR WORKSHOP INCSOLE | COM | 152.13K | SH | $5.70M 2.47% | 84.54K | 0.00 | 67.58K |
MALIBU BOATS INCSOLE | COM CL A | 215.19K | SH | $5.58M 2.42% | 119.64K | 0.00 | 95.56K |
AZENTA INCSOLE | COM | 245.66K | SH | $5.19M 2.25% | 136.58K | 0.00 | 109.08K |
PHRESSIA INCSOLE | COM | 615.74K | SH | $5.16M 2.24% | 342.28K | 0.00 | 273.46K |
CRYOPORT INCSOLE | COM PAR $0.001 | 609.07K | SH | $5.04M 2.19% | 338.79K | 0.00 | 270.28K |
WABASH NATL CORPSOLE | COM | 548.04K | SH | $4.72M 2.05% | 304.73K | 0.00 | 243.31K |
INFUSYSTEM HLDGS INCSOLE | COM | 469.41K | SH | $4.33M 1.88% | 261.21K | 0.00 | 208.20K |
MIMEDX INDS INC TENNSOLE | COM | 1.09M | SH | $4.32M 1.87% | 607.64K | 0.00 | 485.38K |
INTERFACE INCSOLE | COM | 168.97K | SH | $4.21M 1.82% | 93.62K | 0.00 | 75.34K |
APARTMENT INVT & MGMT COSOLE | CL A | 968.12K | SH | $3.94M 1.71% | 538.39K | 0.00 | 429.73K |
WERNER ENTERPRISES INCSOLE | COM | 130.16K | SH | $3.83M 1.66% | 72.33K | 0.00 | 57.83K |
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