MI
| |
Meros Investment Management, LP13F | |
| Meros Investment Management, LP | |
| Last update 2025-05-13 | 41 Stocks (6 new) |
| Value $170.00 Mil | Turnover 15 % |
Meros Investment Management, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCO | Ducommun Inc | 190,464 | 11,052.6 | -2.57% | 6.490 | -0.14% | 1.280 | +57.42% | +39.32% | 1,319.5 | Aerospace & Defense | |
PLAB | Photronics Inc | 485,516 | 10,079.3 | +7.18% | 5.920 | +0.40% | 0.760 | +4.93% | -16.81% | 1,178.9 | Semiconductors | |
PLYM | Plymouth Industrial REIT Inc | 573,160 | 9,342.5 | +47.73% | 5.490 | +1.77% | 1.260 | +7.56% | -10.50% | 704.6 | REITs | |
MGNI | Magnite Inc | 749,438 | 8,551.1 | -19.19% | 5.020 | -1.28% | 0.530 | +87.81% | +44.16% | 3,238.5 | Media - Diversified | |
WTTR | Select Water Solutions Inc | 782,071 | 8,211.8 | +3.40% | 4.820 | +0.16% | 0.750 | +12.34% | -24.42% | 1,026.4 | Oil & Gas | |
TILE | Interface Inc | 411,498 | 8,164.1 | -3.13% | 4.790 | -0.15% | 0.700 | +11.18% | -15.03% | 1,211.5 | Furnishings, Fixtures & Appliances | |
THR | Thermon Group Holdings Inc | 246,177 | 6,856.0 | +10.55% | 4.030 | +0.38% | 0.730 | +6.91% | -2.68% | 930.8 | Industrial Products | |
MDXG | MiMedx Group Inc | 820,605 | 6,236.6 | +107.71% | 3.660 | +1.90% | 0.560 | +0.74% | -28.79% | 1,011.8 | Biotechnology | |
KRNT | Kornit Digital Ltd | 270,459 | 5,160.4 | +2.59% | 3.030 | +0.08% | 0.600 | +17.07% | -29.98% | 982.2 | Industrial Products | |
SEI | Solaris Energy Infrastructure Inc | 233,837 | 5,088.3 | -35.36% | 2.990 | -1.66% | 0.590 | +68.92% | +18.76% | 1,367.3 | Oil & Gas |
Meros Investment Management, LP's Historical Top Holdings Breakdowns
Meros Investment Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMPL | Amplitude Inc | 2025-03-31 | Add Add | +2.71% | 10.19 ($11.81) 14.44 | $12.70 | 7.54% | Add 4682.89% | 462,314 | 452,648 | |
CMCO | Columbus McKinnon Corp | 2025-03-31 | Reduce Reduce | -2.59% | 15.95 ($25.98) 37.61 | $15.98 | -38.49% | Reduce -55.54% | 123,373 | -154,095 | |
BRY | Berry Corp (bry) | 2025-03-31 | Sold Out Sold Out | -2.35% | 3.17 ($4.1) 5.01 | $3.13 | -23.66% | Sold Out | 0 | -1,257,430 | |
RLGT | Radiant Logistics Inc | 2025-03-31 | Sold Out Sold Out | -2.05% | 6.15 ($6.77) 7.66 | $6.17 | -8.86% | Sold Out | 0 | -678,040 | |
MDXG | MiMedx Group Inc | 2025-03-31 | Add Add | +1.90% | 7.54 ($8.36) 9.28 | $6.85 | -18.06% | Add 107.71% | 820,605 | 425,531 | |
INMD | InMode Ltd | 2025-03-31 | New Buy New Buy | +1.83% | 15.9 ($18.01) 19.4 | $14.53 | -19.32% | New holding | 176,002 | 176,002 | |
PLYM | Plymouth Industrial REIT Inc | 2025-03-31 | Add Add | +1.77% | 16.3 ($16.87) 17.47 | $15.47 | -8.30% | Add 47.73% | 573,160 | 185,170 | |
SEI | Solaris Energy Infrastructure Inc | 2025-03-31 | Reduce Reduce | -1.66% | 20.46 ($27.72) 35.96 | $33.84 | 22.08% | Reduce -35.36% | 233,837 | -127,888 | |
WS | Worthington Steel Inc | 2025-03-31 | New Buy New Buy | +1.46% | 24.72 ($28.18) 31.4 | $31.62 | 12.21% | New holding | 98,359 | 98,359 | |
MGNI | Magnite Inc | 2025-03-31 | Reduce Reduce | -1.28% | 11.41 ($15.94) 21.17 | $22.95 | 43.98% | Reduce -19.19% | 749,438 | -177,973 |
Meros Investment Management, LP Total Holding History ($B)
Meros Investment Management, LP's Asset Allocation
Meros Investment Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Meros Investment Management, LP's Hypothetical Growth since 2025-03-31
Meros Investment Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Meros Investment Management, LP's Holdings Heat Map
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Meros Investment Management, LP's Holdings Bubble Chart
Meros Investment Management, LP News
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