account_balance
Investment manager · 13F filer · SEC CIK 1911372
Meros Investment Management, LP
Reported value$315Mas of Jun 30, 2026
Positions50 7 new, 9 sold out
Top 10 weight44.2%DCO alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DCODucommun Inc
7.0%Trimmed −8%
MGNIMagnite Inc
6.0%
WTTRSelect Water Solutions Inc
5.8%
ARHSArhaus Inc
4.5%Added +41%
COHUCohu Inc
4.5%Trimmed −31%
WERNWerner Enterprises Inc
3.9%Added +115%
CYRXCryoport Inc
3.7%Added +22%
MBUUMalibu Boats Inc
3.1%Added +67%
SEISolaris Oilfield Infrastruct
3.0%Trimmed −17%
BJRIBJS Restaurants Inc
2.8%Added +193%
KRUSKura Sushi USA Inc
2.7%Added +63%
CBRLCracker Barrel Old Ctry Stor
2.7%Added +145%
DCODucommun Inc
7.0%Trimmed −8%
MGNIMagnite Inc
6.0%
WTTRSelect Water Solutions Inc
5.8%
ARHSArhaus Inc
4.5%Added +41%
COHUCohu Inc
4.5%Trimmed −31%
WERN3.9%CYRX3.7%MBUU3.1%SEI3.0%BJRI2.8%KRUS2.7%CBRL2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DCO Ducommun Inc 7.0% Trimmed −8%MGNI Magnite Inc 6.0% HeldWTTR Select Water Solutions Inc 5.8% HeldARHS Arhaus Inc 4.5% Added +41%COHU Cohu Inc 4.5% Trimmed −31%WERN Werner Enterprises Inc 3.9% Added +115%CYRX Cryoport Inc 3.7% Added +22%MBUU Malibu Boats Inc 3.1% Added +67%SEI Solaris Oilfield Infrastruct 3.0% Trimmed −17%BJRI BJS Restaurants Inc 2.8% Added +193%KRUS Kura Sushi USA Inc 2.7% Added +63%CBRL Cracker Barrel Old Ctry Stor 2.7% Added +145%
What changed