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Meros Investment Management, LP

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13F filer, CIK 1911372, DALLAS, TX

Meros Investment Management, LP reported $170,306,498 across 41 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 46.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911372-25-000002

Period
2025-03-31
Reported value
$170M
Holdings
41
Top 10 weight
46.24%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMPLadded+452,648$4.61M
MDXGadded+425,531$3.23M
INMDnew+176,002$3.12M
PLYMadded+185,170$3.02M
WSnew+98,359$2.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BRYexited-1,257,430-$5.19M
RLGTexited-678,040-$4.54M
SEIreduced-127,888-$2.78M
CMCOreduced-154,095-$2.61M
NVRIreduced-357,785-$2.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001911372-25-000002, largest first. % of portfolio is the value over $170,306,498, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DCODUCOMMUN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,437 shares; 2024Q4: 195,486 shares; 2025Q1: 190,464 shares 190,464$11.1M6.49%-5,022Timeline
PLABPHOTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,395 shares; 2024Q4: 452,971 shares; 2025Q1: 485,516 shares 485,516$10.1M5.92%+32,545Timeline
PLYMPLYMOUTH INDUSTRIAL REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,134 shares; 2024Q4: 387,990 shares; 2025Q1: 573,160 shares 573,160$9.34M5.49%+185,170Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042,395 shares; 2024Q4: 927,411 shares; 2025Q1: 749,438 shares 749,438$8.55M5.02%-177,973Timeline
WTTRSELECT WATER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791,035 shares; 2024Q4: 756,340 shares; 2025Q1: 782,071 shares 782,071$8.21M4.82%+25,731Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,332 shares; 2024Q4: 424,794 shares; 2025Q1: 411,498 shares 411,498$8.16M4.79%-13,296Timeline
THRTHERMON GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,387 shares; 2024Q4: 222,684 shares; 2025Q1: 246,177 shares 246,177$6.86M4.03%+23,493Timeline
MDXGMIMEDX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 395,074 shares; 2025Q1: 820,605 shares 820,605$6.24M3.66%+425,531Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,040 shares; 2024Q4: 263,643 shares; 2025Q1: 270,459 shares 270,459$5.16M3.03%+6,816Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,333 shares; 2024Q4: 361,725 shares; 2025Q1: 233,837 shares 233,837$5.09M2.99%-127,888Timeline
PACKRANPAK HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,391 shares; 2024Q4: 956,225 shares; 2025Q1: 933,572 shares 933,572$5.06M2.97%-22,653Timeline
WNCWABASH NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,774 shares; 2024Q4: 459,103 shares; 2025Q1: 448,134 shares 448,134$4.95M2.91%-10,969Timeline
ARHSARHAUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,327 shares; 2024Q4: 580,680 shares; 2025Q1: 566,733 shares 566,733$4.93M2.9%-13,947Timeline
AMPLAMPLITUDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,666 shares; 2025Q1: 462,314 shares 462,314$4.71M2.77%+452,648Timeline
AIVAPARTMENT INVT & MGMT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,817 shares; 2024Q4: 653,307 shares; 2025Q1: 525,416 shares 525,416$4.62M2.71%-127,891Timeline
EMBCEMBECTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,000 shares; 2024Q4: 247,312 shares; 2025Q1: 339,406 shares 339,406$4.33M2.54%+92,094Timeline
ICHRICHOR HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,119 shares; 2024Q4: 193,893 shares; 2025Q1: 189,248 shares 189,248$4.28M2.51%-4,645Timeline
BXCBLUELINX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,799 shares; 2024Q4: 57,836 shares; 2025Q1: 56,445 shares 56,445$4.23M2.49%-1,391Timeline
HURCHURCO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,558 shares; 2024Q4: 252,817 shares; 2025Q1: 246,776 shares 246,776$3.83M2.25%-6,041Timeline
MLABMESA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,240 shares; 2024Q4: 40,263 shares; 2025Q1: 31,964 shares 31,964$3.79M2.23%-8,299Timeline
TEADTEADS HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908,512 shares; 2024Q4: 864,115 shares; 2025Q1: 1,005,490 shares 1,005,490$3.75M2.2%+141,375Timeline
MBUUMALIBU BOATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,092 shares; 2024Q4: 105,723 shares; 2025Q1: 117,941 shares 117,941$3.62M2.12%+12,218Timeline
INFUINFUSYSTEM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,927 shares; 2024Q4: 631,105 shares; 2025Q1: 616,017 shares 616,017$3.31M1.95%-15,088Timeline
NVRIENVIRI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,290 shares; 2024Q4: 833,275 shares; 2025Q1: 475,490 shares 475,490$3.16M1.86%-357,785Timeline
INMDINMODE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,002 shares 176,002$3.12M1.83%newTimeline
COHUCOHU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 180,133 shares; 2025Q1: 205,356 shares 205,356$3.02M1.77%+25,223Timeline
BLFSBIOLIFE SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,910 shares; 2024Q4: 165,445 shares; 2025Q1: 131,650 shares 131,650$3.01M1.77%-33,795Timeline
INDIINDIE SEMICONDUCTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865,325 shares; 2024Q4: 1,240,949 shares; 2025Q1: 1,298,977 shares 1,298,977$2.64M1.55%+58,028Timeline
ANIKANIKA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,295 shares; 2024Q4: 177,675 shares; 2025Q1: 173,489 shares 173,489$2.61M1.53%-4,186Timeline
NTICNORTHERN TECHNOLOGIES INTL CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,979 shares; 2024Q4: 255,737 shares; 2025Q1: 249,513 shares 249,513$2.6M1.53%-6,224Timeline
WSWORTHINGTON STL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,359 shares 98,359$2.49M1.46%newTimeline
ASLEAERSALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,631 shares; 2024Q4: 427,725 shares; 2025Q1: 329,569 shares 329,569$2.47M1.45%-98,156Timeline
CVEOCIVEO CORP CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,124 shares; 2024Q4: 109,761 shares; 2025Q1: 107,053 shares 107,053$2.46M1.45%-2,708Timeline
CMCOCOLUMBUS MCKINNON CORP N YQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,506 shares; 2024Q4: 277,468 shares; 2025Q1: 123,373 shares 123,373$2.09M1.23%-154,095Timeline
KRMDKORU MEDICAL SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,384 shares; 2024Q4: 765,550 shares; 2025Q1: 746,564 shares 746,564$1.9M1.11%-18,986Timeline
AMWDAMERICAN WOODMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares 30,000$1.76M1.04%newTimeline
DAVEDAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,641 shares 19,641$1.62M0.95%newTimeline
HBIOHARVARD BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,589 shares; 2024Q4: 813,707 shares; 2025Q1: 794,680 shares 794,680$450K0.26%-19,027Timeline
SRTSSENSUS HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,478 shares 88,478$419K0.25%newTimeline
SEMRSEMRUSH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,545 shares 18,545$173K0.1%newTimeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,532 shares; 2024Q4: 8,159 shares; 2025Q1: 7,943 shares 7,943$148K0.09%-216Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRYBerry Corp1,257,430$5.19Mshares
RLGTRADIANT LOGISTICS INC678,040$4.54Mshares
PERMA-FIX ENVIRONMENTAL SVCSPERMA-FIX ENVIRONMENTAL SVCS168,203$1.86Mshares
LEUCENTRUS ENERGY CORP14,413$960Kshares
SHOESHOE STA GROUP INC14,184$469Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001911372-25-000002 base2025-05-13acceptance time not in the bulk data set