StockDriftsStockDriftsTop 50 Meros Investment Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DCO | DUCOMMUN INC DEL | 6.96% | 118.4K | $21.9M | -7.63%(-9.79K) | $50.03(+313.71%) | 2026-06-30 | |
| MGNI | MAGNITE INC | 5.97% | 991.3K | $18.8M | -0.10%(-1.02K) | $14.36(+72.26%) | 2026-06-30 | |
| WTTR | SELECT WATER SOLUTIONS INC | 5.79% | 913.0K | $18.2M | -0.10%(-941) | $8.47(+146.29%) | 2026-06-30 | |
| ARHS | ARHAUS INC | 4.49% | 1.68M | $14.2M | +40.58%(+485.10K) | $9.12(+7.52%) | 2026-06-30 | |
| COHU | COHU INC | 4.47% | 190.7K | $14.1M | -30.90%(-85.27K) | $23.11(+156.54%) | 2026-06-30 | |
| WERN | WERNER ENTERPRISES INC | 3.87% | 279.9K | $12.2M | +115.02%(+149.71K) | $32.74(+18.77%) | 2026-06-30 | |
| CYRX | CRYOPORT INC | 3.7% | 743.3K | $11.7M | +22.04%(+134.24K) | $9.18(+66.16%) | 2026-06-30 | |
| MBUU | MALIBU BOATS INC | 3.13% | 359.6K | $9.9M | +67.09%(+144.37K) | $30.43(-3.61%) | 2026-06-30 | |
| SEI | SOLARIS OILFIELD INFRASTRUCT | 3.03% | 118.6K | $9.5M | -17.48%(-25.14K) | $13.18(+380.36%) | 2026-06-30 | |
| BJRI | BJS RESTAURANTS INC | 2.77% | 143.5K | $8.7M | +192.84%(+94.49K) | $44.19(+53.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.49% | +24.20% | — | — | -4.18% |
| Top 20 Holdings Unweighted | +3.39% | +10.53% | — | — | -11.33% |
Meros Investment Management LP reports $315.16M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are DCO (7.0%), MGNI (6.0%) and WTTR (5.8%). The top 20 holdings account for 67.35% of reported assets. Its disclosed equity book has returned +24.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meros Investment Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911372). View Meros Investment Management LP’s 13F filings on SEC