Filed: 8/14/2026ACC: 0001911372-26-000003
📋 What this filing means
MEROS INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $315.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$315.16M
Total AUM (reported)
18.61M
Total Shares
Allocation by class
COM$195.55M62.0%
COM CL A$45.14M14.3%
CL A COM$26.74M8.5%
COM NEW$17.76M5.6%
COM PAR $0.001$11.67M3.7%
ORD NEW$6.65M2.1%
CLASS A COM$3.50M1.1%
Portfolio Concentration
Top 3$58.99M18.7%
4–10$80.24M25.5%
11–25$102.20M32.4%
Rest$73.73M23.4%
Top 3 weight
18.7%
Top 10 weight
44.2%
Voting Authority Distribution
Total shares with voting rights: 18.61M
Sole
Full voting authority
10.33M
shares
% of voting shares55.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.28M
shares
% of voting shares44.5%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 55.5% of voting shares
Institutional Holdings50
Rows:
DUCOMMUN INC DEL
SOLEShares118.42K
TypeSH
Market value$21.93M
6.96%
Sole
65.72K
Shared
0.00
None
52.70K
MAGNITE INC
SOLEShares991.34K
TypeSH
Market value$18.82M
5.97%
Sole
550.47K
Shared
0.00
None
440.87K
SELECT WATER SOLUTIONS INC
SOLEShares912.98K
TypeSH
Market value$18.24M
5.79%
Sole
507.94K
Shared
0.00
None
405.04K
ARHAUS INC
SOLEShares1.68M
TypeSH
Market value$14.15M
4.49%
Sole
933.42K
Shared
0.00
None
747.14K
COHU INC
SOLEShares190.69K
TypeSH
Market value$14.09M
4.47%
Sole
105.98K
Shared
0.00
None
84.71K
WERNER ENTERPRISES INC
SOLEShares279.87K
TypeSH
Market value$12.21M
3.87%
Sole
155.35K
Shared
0.00
None
124.52K
CRYOPORT INC
SOLEShares743.31K
TypeSH
Market value$11.67M
3.70%
Sole
413.02K
Shared
0.00
None
330.29K
MALIBU BOATS INC
SOLEShares359.57K
TypeSH
Market value$9.86M
3.13%
Sole
199.66K
Shared
0.00
None
159.90K
SOLARIS OILFIELD INFRASTRUCT
SOLEShares118.63K
TypeSH
Market value$9.55M
3.03%
Sole
65.89K
Shared
0.00
None
52.74K
BJS RESTAURANTS INC
SOLEShares143.49K
TypeSH
Market value$8.72M
2.77%
Sole
79.72K
Shared
0.00
None
63.78K
KURA SUSHI USA INC
SOLEShares147.68K
TypeSH
Market value$8.50M
2.70%
Sole
82.05K
Shared
0.00
None
65.63K
CRACKER BARREL OLD CTRY STOR
SOLEShares159.33K
TypeSH
Market value$8.49M
2.69%
Sole
88.44K
Shared
0.00
None
70.89K
ALLEGIANT TRAVEL CO
SOLEShares69.93K
TypeSH
Market value$8.22M
2.61%
Sole
38.80K
Shared
0.00
None
31.13K
PHOTRONICS INC
SOLEShares237.57K
TypeSH
Market value$7.73M
2.45%
Sole
131.90K
Shared
0.00
None
105.67K
HEALTHCARE SVCS GROUP INC
SOLEShares289.60K
TypeSH
Market value$7.11M
2.26%
Sole
160.83K
Shared
0.00
None
128.77K
INTERFACE INC
SOLEShares188.78K
TypeSH
Market value$6.77M
2.15%
Sole
104.54K
Shared
0.00
None
84.24K
MESA LABS INC
SOLEShares67.96K
TypeSH
Market value$6.77M
2.15%
Sole
37.77K
Shared
0.00
None
30.19K
TAT TECHNOLOGIES LTD
SOLEShares137.88K
TypeSH
Market value$6.65M
2.11%
Sole
76.53K
Shared
0.00
None
61.35K
OPORTUN FINL CORP
SOLEShares1.13M
TypeSH
Market value$6.43M
2.04%
Sole
624.55K
Shared
0.00
None
500.69K
ENVIRI CORP
SOLEShares288.62K
TypeSH
Market value$6.34M
2.01%
Sole
160.44K
Shared
0.00
None
128.18K
AMPLITUDE
SOLEShares827.98K
TypeSH
Market value$6.33M
2.01%
Sole
459.98K
Shared
0.00
None
368K
CECO ENVIRONMENTAL CORP
SOLEShares68.07K
TypeSH
Market value$6.18M
1.96%
Sole
37.80K
Shared
0.00
None
30.27K
AEBI SCHMIDT HLDG AG
SOLEShares451.82K
TypeSH
Market value$5.67M
1.80%
Sole
250.81K
Shared
0.00
None
201.01K
AZENTA INC
SOLEShares220.43K
TypeSH
Market value$5.63M
1.78%
Sole
122.41K
Shared
0.00
None
98.02K
BLUELINX HLDGS INC
SOLEShares87.18K
TypeSH
Market value$5.39M
1.71%
Sole
48.38K
Shared
0.00
None
38.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DUCOMMUN INC DELSOLE | COM | 118.42K | SH | $21.93M 6.96% | 65.72K | 0.00 | 52.70K |
MAGNITE INCSOLE | COM | 991.34K | SH | $18.82M 5.97% | 550.47K | 0.00 | 440.87K |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 912.98K | SH | $18.24M 5.79% | 507.94K | 0.00 | 405.04K |
ARHAUS INCSOLE | COM CL A | 1.68M | SH | $14.15M 4.49% | 933.42K | 0.00 | 747.14K |
COHU INCSOLE | COM | 190.69K | SH | $14.09M 4.47% | 105.98K | 0.00 | 84.71K |
WERNER ENTERPRISES INCSOLE | COM | 279.87K | SH | $12.21M 3.87% | 155.35K | 0.00 | 124.52K |
CRYOPORT INCSOLE | COM PAR $0.001 | 743.31K | SH | $11.67M 3.70% | 413.02K | 0.00 | 330.29K |
MALIBU BOATS INCSOLE | COM CL A | 359.57K | SH | $9.86M 3.13% | 199.66K | 0.00 | 159.90K |
SOLARIS OILFIELD INFRASTRUCTSOLE | COM CL A | 118.63K | SH | $9.55M 3.03% | 65.89K | 0.00 | 52.74K |
BJS RESTAURANTS INCSOLE | COM | 143.49K | SH | $8.72M 2.77% | 79.72K | 0.00 | 63.78K |
KURA SUSHI USA INCSOLE | CL A COM | 147.68K | SH | $8.50M 2.70% | 82.05K | 0.00 | 65.63K |
CRACKER BARREL OLD CTRY STORSOLE | COM | 159.33K | SH | $8.49M 2.69% | 88.44K | 0.00 | 70.89K |
ALLEGIANT TRAVEL COSOLE | COM | 69.93K | SH | $8.22M 2.61% | 38.80K | 0.00 | 31.13K |
PHOTRONICS INCSOLE | COM | 237.57K | SH | $7.73M 2.45% | 131.90K | 0.00 | 105.67K |
HEALTHCARE SVCS GROUP INCSOLE | COM | 289.60K | SH | $7.11M 2.26% | 160.83K | 0.00 | 128.77K |
INTERFACE INCSOLE | COM | 188.78K | SH | $6.77M 2.15% | 104.54K | 0.00 | 84.24K |
MESA LABS INCSOLE | COM | 67.96K | SH | $6.77M 2.15% | 37.77K | 0.00 | 30.19K |
TAT TECHNOLOGIES LTDSOLE | ORD NEW | 137.88K | SH | $6.65M 2.11% | 76.53K | 0.00 | 61.35K |
OPORTUN FINL CORPSOLE | COM | 1.13M | SH | $6.43M 2.04% | 624.55K | 0.00 | 500.69K |
ENVIRI CORPSOLE | COM | 288.62K | SH | $6.34M 2.01% | 160.44K | 0.00 | 128.18K |
AMPLITUDESOLE | COM CL A | 827.98K | SH | $6.33M 2.01% | 459.98K | 0.00 | 368K |
CECO ENVIRONMENTAL CORPSOLE | COM | 68.07K | SH | $6.18M 1.96% | 37.80K | 0.00 | 30.27K |
AEBI SCHMIDT HLDG AGSOLE | COM | 451.82K | SH | $5.67M 1.80% | 250.81K | 0.00 | 201.01K |
AZENTA INCSOLE | COM | 220.43K | SH | $5.63M 1.78% | 122.41K | 0.00 | 98.02K |
BLUELINX HLDGS INCSOLE | COM NEW | 87.18K | SH | $5.39M 1.71% | 48.38K | 0.00 | 38.80K |
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