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Meros Investment Management, LP

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13F filer, CIK 1911372, DALLAS, TX

Meros Investment Management, LP reported $234,241,187 across 43 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 47.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911372-25-000007

Period
2025-09-30
Reported value
$234M
Holdings
43
Top 10 weight
47.59%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CYRXnew+549,740$5.21M
PHRadded+199,050$4.68M
AZTAnew+159,945$4.59M
MLABadded+39,859$2.67M
AIVadded+333,121$2.64M

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
TILEreduced-259,973-$7.52M
WSexited-176,881-$5.28M
KRNTreduced-225,267-$3.04M
BLFSreduced-105,077-$2.68M
ARHSreduced-227,912-$2.42M

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, Q3 2025

Share positions as resolved from 13F-HR 0001911372-25-000007, largest first. % of portfolio is the value over $234,241,187, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,437 shares; 2024Q4: 195,486 shares; 2025Q1: 190,464 shares; 2025Q2: 172,682 shares; 2025Q3: 166,540 shares 166,540$16M6.83%-6,142Timeline
PLYMPLYMOUTH INDUSTRIAL REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,134 shares; 2024Q4: 387,990 shares; 2025Q1: 573,160 shares; 2025Q2: 657,627 shares; 2025Q3: 655,075 shares 655,075$14.6M6.24%-2,552Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042,395 shares; 2024Q4: 927,411 shares; 2025Q1: 749,438 shares; 2025Q2: 702,142 shares; 2025Q3: 613,828 shares 613,828$13.4M5.71%-88,314Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430,333 shares; 2024Q4: 361,725 shares; 2025Q1: 233,837 shares; 2025Q2: 302,746 shares; 2025Q3: 291,738 shares 291,738$11.7M4.98%-11,008Timeline
PLABPHOTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,395 shares; 2024Q4: 452,971 shares; 2025Q1: 485,516 shares; 2025Q2: 558,281 shares; 2025Q3: 504,808 shares 504,808$11.6M4.95%-53,473Timeline
WTTRSELECT WATER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791,035 shares; 2024Q4: 756,340 shares; 2025Q1: 782,071 shares; 2025Q2: 781,922 shares; 2025Q3: 900,386 shares 900,386$9.63M4.11%+118,464Timeline
THRTHERMON GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,387 shares; 2024Q4: 222,684 shares; 2025Q1: 246,177 shares; 2025Q2: 282,655 shares; 2025Q3: 352,001 shares 352,001$9.41M4.02%+69,346Timeline
MDXGMIMEDX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 395,074 shares; 2025Q1: 820,605 shares; 2025Q2: 1,067,718 shares; 2025Q3: 1,270,357 shares 1,270,357$8.87M3.79%+202,639Timeline
AMPLAMPLITUDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,666 shares; 2025Q1: 462,314 shares; 2025Q2: 555,402 shares; 2025Q3: 765,095 shares 765,095$8.2M3.5%+209,693Timeline
INDIINDIE SEMICONDUCTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 865,325 shares; 2024Q4: 1,240,949 shares; 2025Q1: 1,298,977 shares; 2025Q2: 1,490,240 shares; 2025Q3: 1,994,818 shares 1,994,818$8.12M3.47%+504,578Timeline
NVRIENVIRI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,290 shares; 2024Q4: 833,275 shares; 2025Q1: 475,490 shares; 2025Q2: 588,592 shares; 2025Q3: 637,241 shares 637,241$8.09M3.45%+48,649Timeline
PHRPHREESIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,087 shares; 2025Q3: 322,137 shares 322,137$7.58M3.23%+199,050Timeline
AIVAPARTMENT INVT & MGMT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,817 shares; 2024Q4: 653,307 shares; 2025Q1: 525,416 shares; 2025Q2: 621,060 shares; 2025Q3: 954,181 shares 954,181$7.57M3.23%+333,121Timeline
EMBCEMBECTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,000 shares; 2024Q4: 247,312 shares; 2025Q1: 339,406 shares; 2025Q2: 415,332 shares; 2025Q3: 484,772 shares 484,772$6.84M2.92%+69,440Timeline
COHUCOHU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 180,133 shares; 2025Q1: 205,356 shares; 2025Q2: 235,971 shares; 2025Q3: 328,988 shares 328,988$6.69M2.86%+93,017Timeline
WNCWABASH NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,774 shares; 2024Q4: 459,103 shares; 2025Q1: 448,134 shares; 2025Q2: 566,781 shares; 2025Q3: 645,448 shares 645,448$6.37M2.72%+78,667Timeline
PACKRANPAK HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,391 shares; 2024Q4: 956,225 shares; 2025Q1: 933,572 shares; 2025Q2: 1,073,588 shares; 2025Q3: 1,071,555 shares 1,071,555$6.02M2.57%-2,033Timeline
BXCBLUELINX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,799 shares; 2024Q4: 57,836 shares; 2025Q1: 56,445 shares; 2025Q2: 74,027 shares; 2025Q3: 78,881 shares 78,881$5.76M2.46%+4,854Timeline
INMDINMODE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176,002 shares; 2025Q2: 303,020 shares; 2025Q3: 367,587 shares 367,587$5.48M2.34%+64,567Timeline
CYRXCRYOPORT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 549,740 shares 549,740$5.21M2.22%newTimeline
MLABMESA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,240 shares; 2024Q4: 40,263 shares; 2025Q1: 31,964 shares; 2025Q2: 36,618 shares; 2025Q3: 76,477 shares 76,477$5.12M2.19%+39,859Timeline
ARHSARHAUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,327 shares; 2024Q4: 580,680 shares; 2025Q1: 566,733 shares; 2025Q2: 708,069 shares; 2025Q3: 480,157 shares 480,157$5.1M2.18%-227,912Timeline
INFUINFUSYSTEM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,927 shares; 2024Q4: 631,105 shares; 2025Q1: 616,017 shares; 2025Q2: 706,501 shares; 2025Q3: 477,278 shares 477,278$4.94M2.11%-229,223Timeline
TILEINTERFACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648,332 shares; 2024Q4: 424,794 shares; 2025Q1: 411,498 shares; 2025Q2: 426,549 shares; 2025Q3: 166,576 shares 166,576$4.82M2.06%-259,973Timeline
AZTAAZENTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,945 shares 159,945$4.59M1.96%newTimeline
MBUUMALIBU BOATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,092 shares; 2024Q4: 105,723 shares; 2025Q1: 117,941 shares; 2025Q2: 135,348 shares; 2025Q3: 135,093 shares 135,093$4.38M1.87%-255Timeline
HURCHURCO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,558 shares; 2024Q4: 252,817 shares; 2025Q1: 246,776 shares; 2025Q2: 264,130 shares; 2025Q3: 236,615 shares 236,615$4.12M1.76%-27,515Timeline
ICHRICHOR HOLDINGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,119 shares; 2024Q4: 193,893 shares; 2025Q1: 189,248 shares; 2025Q2: 217,505 shares; 2025Q3: 217,095 shares 217,095$3.8M1.62%-410Timeline
KRMDKORU MEDICAL SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 805,384 shares; 2024Q4: 765,550 shares; 2025Q1: 746,564 shares; 2025Q2: 850,390 shares; 2025Q3: 848,901 shares 848,901$3.25M1.39%-1,489Timeline
JBIJANUS INTERNATIONAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144,164 shares; 2025Q3: 309,111 shares 309,111$3.05M1.3%+164,947Timeline
TEADTEADS HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 908,512 shares; 2024Q4: 864,115 shares; 2025Q1: 1,005,490 shares; 2025Q2: 1,234,208 shares; 2025Q3: 1,336,889 shares 1,336,889$2.21M0.94%+102,681Timeline
NTICNORTHERN TECHNOLOGIES INTL CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,979 shares; 2024Q4: 255,737 shares; 2025Q1: 249,513 shares; 2025Q2: 285,465 shares; 2025Q3: 284,941 shares 284,941$2.2M0.94%-524Timeline
DAVEDAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,641 shares; 2025Q2: 16,797 shares; 2025Q3: 6,769 shares 6,769$1.35M0.58%-10,028Timeline
BLFSBIOLIFE SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,910 shares; 2024Q4: 165,445 shares; 2025Q1: 131,650 shares; 2025Q2: 151,687 shares; 2025Q3: 46,610 shares 46,610$1.19M0.51%-105,077Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,040 shares; 2024Q4: 263,643 shares; 2025Q1: 270,459 shares; 2025Q2: 310,271 shares; 2025Q3: 85,004 shares 85,004$1.15M0.49%-225,267Timeline
AEBIAEBI SCHMIDT HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,000 shares 90,000$1.12M0.48%newTimeline
RCMTRCM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,027 shares 39,027$1.04M0.44%newTimeline
ASLEAERSALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,631 shares; 2024Q4: 427,725 shares; 2025Q1: 329,569 shares; 2025Q2: 378,395 shares; 2025Q3: 112,907 shares 112,907$925K0.39%-265,488Timeline
MASS908 DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,470 shares; 2025Q3: 104,323 shares 104,323$914K0.39%+34,853Timeline
CVEOCIVEO CORP CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,124 shares; 2024Q4: 109,761 shares; 2025Q1: 107,053 shares; 2025Q2: 128,634 shares; 2025Q3: 29,888 shares 29,888$687K0.29%-98,746Timeline
SRTSSENSUS HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,478 shares; 2025Q2: 99,212 shares; 2025Q3: 173,961 shares 173,961$546K0.23%+74,749Timeline
HBIOHARVARD BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 833,589 shares; 2024Q4: 813,707 shares; 2025Q1: 794,680 shares; 2025Q2: 919,945 shares; 2025Q3: 918,259 shares 918,259$403K0.17%-1,686Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,532 shares; 2024Q4: 8,159 shares; 2025Q1: 7,943 shares; 2025Q2: 9,214 shares; 2025Q3: 9,191 shares 9,191$249K0.11%-23Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
WSWORTHINGTON STL INC176,881$5.28Mshares
SEMRSEMRUSH HLDGS INC257,370$2.33Mshares

How Q3 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 0001911372-25-000007 base2025-11-14acceptance time not in the bulk data set