Meros Investment Management, LP
Annual return '25
+18.2%
SPY '25
+17.7%
Alpha
+0.5ptsvs SPY
Invested
$230.7M
Holdings
52
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DCO
DUCOMMUN INC DEL
Q4 2025: Exited (was 166.5k shares)
6.8%
02
$WTTR
SELECT WATER SOLUTIONS INC
Q4 2025: Exited (was 900.4k shares)
6.1%
03
$NVRI
ENVIRI CORP
Q4 2025: Exited (was 637.2k shares)
5.3%
04
$THR
THERMON GROUP HLDGS INC
Q4 2025: Exited (was 352.0k shares)
5.3%
05
$MGNI
MAGNITE INC
Q4 2025: Exited (was 613.8k shares)
5.1%
06
$COHU
COHU INC
Q4 2025: Exited (was 329.0k shares)
3.7%
07
$SEI
SOLARIS OILFIELD INFRASTRUCT
Q4 2025: Exited (was 291.7k shares)
3.5%
08
$ARHS
ARHAUS INC
Q4 2025: Exited (was 480.2k shares)
3.5%
09
$AMPL
AMPLITUDE
Q4 2025: Exited (was 765.1k shares)
3.4%
10
$INDI
INDIE SEMICONDUCTOR INC
Q4 2025: Exited (was 1.99M shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.