Meros Investment Management, LP Portfolio Holdings by Sector
Meros Investment Management, LP
- $196 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductor Equipment & Materials | Technology
PLAB INDI COHU ICHR 4 stocks |
$24,628
12.59% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
THR KRNT HURC 3 stocks |
$19,105
9.77% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
MGNI 1 stocks |
$16,935
8.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
DCO 1 stocks |
$14,268
7.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
INFU BLFS KRMD HBIO 4 stocks |
$11,123
5.69% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
WTTR SOI 2 stocks |
$10,820
5.53% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLYM 1 stocks |
$10,561
5.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
AMPL SEMR 2 stocks |
$9,215
4.71% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
TILE 1 stocks |
$8,927
4.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
BXC JBI 2 stocks |
$6,679
3.42% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
MDXG 1 stocks |
$6,523
3.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
ARHS 1 stocks |
$6,138
3.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
WNC 1 stocks |
$6,024
3.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
AIV 1 stocks |
$5,372
2.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
INMD MASS SRTS 3 stocks |
$5,340
2.73% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Waste Management | Industrials
HSC 1 stocks |
$4,243
2.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Recreational Vehicles | Consumer Cyclical
MBUU 1 stocks |
$4,241
2.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
EMBC 1 stocks |
$4,024
2.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
PACK 1 stocks |
$3,832
1.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
PHR 1 stocks |
$3,503
1.79% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
MLAB 1 stocks |
$3,450
1.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$3,060
1.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CVEO 1 stocks |
$2,970
1.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Airports & Air Services | Industrials
ASLE 1 stocks |
$2,274
1.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
NTIC 1 stocks |
$2,115
1.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
VSCO 1 stocks |
$170
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|