1y return+35.2%S&P 500 +20.9%
3y return+25.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $112 against $157 in the S&P 500.2
Meros Investment Management, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DCODucommun Inc Del | $21.9M | 7.0% | −7.6% |
| MGNIMagnite Inc | $18.8M | 6.0% | |
| WTTRSelect Water Solutions Inc | $18.2M | 5.8% | |
| ARHSArhaus Inc | $14.2M | 4.5% | +40.6% |
| COHUCohu Inc | $14.1M | 4.5% | −30.9% |
| WERNWerner Enterprises Inc | $12.2M | 3.9% | +115.0% |
| CYRXCryoport Inc | $11.7M | 3.7% | +22.0% |
| MBUUMalibu Boats Inc | $9.9M | 3.1% | +67.1% |
| SEISolaris Oilfield Infrastruct | $9.5M | 3.0% | −17.5% |
| BJRIBjs Restaurants Inc | $8.7M | 2.8% | +192.8% |
| KRUSKura Sushi Usa Inc | $8.5M | 2.7% | +62.9% |
| CBRLCracker Barrel Old Ctry Stor | $8.5M | 2.7% | +145.1% |
| ALGTAllegiant Travel Co | $8.2M | 2.6% | New |
| PLABPhotronics Inc | $7.7M | 2.5% | +532.4% |
| HCSGHealthcare Svcs Group Inc | $7.1M | 2.3% | New |
| TILEInterface Inc | $6.8M | 2.1% | +11.7% |
| MLABMesa Labs Inc | $6.8M | 2.1% | |
| Tat Technologies LtdCUSIP M8740S227 | $6.6M | 2.1% | New |
| OPRTOportun Finl Corp | $6.4M | 2.0% | +54.9% |
| Enviri CorpCUSIP 415864107 | $6.3M | 2.0% | −7.8% |
| AMPLAmplitude | $6.3M | 2.0% | −28.9% |
| CECOCeco Environmental Corp | $6.2M | 2.0% | New |
| Aebi Schmidt Hldg AgCUSIP H00501108 | $5.7M | 1.8% | +228.8% |
| AZTAAzenta Inc | $5.6M | 1.8% | −10.3% |
| BXCBluelinx Hldgs Inc | $5.4M | 1.7% | +24.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SEISolaris Oilfield Infrastruct | December 31, 2022 | +710.3% | $9.5M |
| DCODucommun Inc Del | December 31, 2021 | +296.0% | $21.9M |
| COHUCohu Inc | September 30, 2024 | +187.6% | $14.1M |
| TILEInterface Inc | December 31, 2021 | +124.7% | $6.8M |
| WTTRSelect Water Solutions Inc | December 31, 2022 | +116.2% | $18.2M |
| PACKRanpak Holdings Corp | September 30, 2022 | +113.7% | $5.2M |
| CBRLCracker Barrel Old Ctry Stor | March 31, 2026 | +89.6% | $8.5M |
| BJRIBjs Restaurants Inc | March 31, 2026 | +73.0% | $8.7M |
| PLABPhotronics Inc | December 31, 2021 | +72.6% | $7.7M |
| CYRXCryoport Inc | September 30, 2025 | +65.6% | $11.7M |
Sold off last quarter
- Thermon Group Hldgs IncCUSIP 88362T103 was $12.2M
- SHOEShoe Carnival Inc was $6.6M
- BBWBuild-a-bear Workshop Inc was $5.7M
- PHRPhressia Inc was $5.2M
- WNCWabash Natl Corp was $4.7M
- Inmode LtdCUSIP M5425M103 was $3.1M
- BVSBioventus Inc was $1.9M
- NTICNorthern Technologies Intl C was $1.7M
- SRTSSensus Healthcare Inc was $607K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +28.6% | +14.8% |
| March 31, 2026 | −5.5% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +10.1% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −22.9% | −4.6% |
| December 31, 2024 | +6.3% | +2.1% |
| September 30, 2024 | +4.1% | +5.4% |
| June 30, 2024 | −4.4% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
| December 31, 2023 | +12.8% | +11.2% |
| September 30, 2023 | −9.4% | −3.6% |
| June 30, 2023 | +6.3% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +14.8% | +7.1% |
| September 30, 2022 | −7.5% | −5.3% |
| June 30, 2022 | −14.2% | −16.5% |
| March 31, 2022 | −12.8% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Meros Investment Management, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1911372&type=13F-HR&dateb=&owner=include&count=40CIK 1911372
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1911372/000191137226000003/Filed August 14, 2026 · accession 0001911372-26-000003