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Meros Investment Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Meros Investment Management, LP

报告期 2026-03-31 · CIK 0001911372

持仓数

52

前50大市值合计

$230.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DCO DUCOMMUN INC DEL

COM

$15.6M

128,210

6.8%

WTTR SELECT WATER SOLUTIONS INC

CL A COM

$14.0M

913,923

6.1%

— ENVIRI CORP

COM

$12.3M

625,852

5.3%

— THERMON GROUP HLDGS INC

COM

$12.2M

241,463

5.3%

MGNI MAGNITE INC

COM

$11.8M

992,351

5.1%

COHU COHU INC

COM

$8.4M

275,958

3.7%

SEI SOLARIS OILFIELD INFRASTRUCT

COM CL A

$8.1M

143,771

3.5%

ARHS ARHAUS INC

COM CL A

$8.1M

1,195,473

3.5%

AMPL AMPLITUDE

COM CL A

$7.9M

1,163,826

3.5%

INDI INDIE SEMICONDUCTOR INC

CLASS A COM

$6.6M

2,054,442

2.9%

SHOE SHOE CARNIVAL INC

COM

$6.6M

423,080

2.9%

KRUS KURA SUSHI USA INC

CL A COM

$6.3M

90,676

2.8%

MLAB MESA LABS INC

COM

$6.0M

68,032

2.6%

SLP SIMULATIONS PLUS INC

COM

$5.9M

500,017

2.6%

BBW BUILD-A-BEAR WORKSHOP INC

COM

$5.7M

152,126

2.5%

MBUU MALIBU BOATS INC

COM CL A

$5.6M

215,194

2.4%

AZTA AZENTA INC

COM

$5.2M

245,657

2.3%

PHR PHRESSIA INC

COM

$5.2M

615,740

2.2%

CYRX CRYOPORT INC

COM PAR $0.001

$5.0M

609,073

2.2%

WNC WABASH NATL CORP

COM

$4.7M

548,037

2.1%

INFU INFUSYSTEM HLDGS INC

COM

$4.3M

469,408

1.9%

MDXG MIMEDX INDS INC TENN

COM

$4.3M

1,093,028

1.9%

TILE INTERFACE INC

COM

$4.2M

168,968

1.8%

AIV APARTMENT INVT & MGMT CO

CL A

$3.9M

968,124

1.7%

WERN WERNER ENTERPRISES INC

COM

$3.8M

130,157

1.7%

BXC BLUELINX HLDGS INC

COM NEW

$3.8M

70,270

1.7%

PACK RANPAK HOLDINGS CORP

COM CL A

$3.5M

987,489

1.5%

WEAV WEAVE COMMUNICATIONS INC

COM

$3.5M

755,404

1.5%

OPRT OPORTUN FINL CORP

COM

$3.3M

726,385

1.5%

KRMD KORU MEDICAL SYSTEMS INC

COM

$3.3M

760,451

1.4%

HURC HURCO CO

COM

$3.1M

211,539

1.4%

— INMODE LTD

SHS

$3.1M

226,065

1.3%

PSIX POWER SOLUTIONS INTL INC

COM NEW

$2.4M

39,266

1.0%

MASS 908 DEVICES INC

COM

$2.2M

361,738

1.0%

BVS BIOVENTUS INC

COM CL A

$1.9M

207,720

0.8%

PPIH PERMA-PIPE INTL HLDGS INC

COM

$1.9M

62,298

0.8%

CBRL CRACKER BARREL OLD CTRY STOR

COM

$1.8M

65,000

0.8%

BJRI BJS RESTAURANTS INC

COM

$1.7M

49,000

0.7%

NTIC NORTHERN TECHNOLOGIES INTL C

COM

$1.7M

206,259

0.7%

PLAB PHOTRONICS INC

COM

$1.5M

37,567

0.7%

AP AMPCO-PITTSBURG CORP

COM

$1.4M

214,850

0.6%

— AEBI SCHMIDT HLDG AG

COM

$1.3M

137,409

0.6%

RCMT RCM TECHNOLOGIES INC

COM NEW

$1.2M

64,126

0.5%

SVV SAVERS VALUE VLG INC

COM

$1.2M

154,816

0.5%

TWIN TWIN DISC INC

COM

$873.4K

57,959

0.4%

TGEN TECOGEN INC NEW

COM NEW

$746.8K

291,705

0.3%

OWLT OWLET INC

CL A NEW

$706.5K

137,447

0.3%

DAVE DAVE INC

CLASS A COM NEW

$620.1K

3,562

0.3%

SRTS SENSUS HEALTHCARE INC

COM

$606.6K

152,418

0.3%

— HARVARD BIOSCIENCE INC

COM

$577.2K

118,522

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

DCO6.8%WTTR6.1%ENVIRI CORP5.3%THERMON GROUP HLDGS INC5.3%MGNI5.1%COHU3.7%