StockDriftsStockDriftsTop 50 Meros Investment Management, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DCO | DUCOMMUN INC DEL | 6.78% | 128.2K | $15.6M | -26.52%(-46.27K) | $50.03(+203.00%) | 2026-03-31 | |
| WTTR | SELECT WATER SOLUTIONS INC | 6.06% | 913.9K | $14.0M | -2.76%(-25.93K) | $8.47(+119.61%) | 2026-03-31 | |
| NVRI | ENVIRI CORP | 5.32% | 625.9K | $12.3M | -2.77%(-17.80K) | $9.09(+117.21%) | 2026-03-31 | |
| THR | THERMON GROUP HLDGS INC | 5.27% | 241.5K | $12.2M | -28.91%(-98.21K) | $29.39(+133.48%) | 2026-03-31 | |
| MGNI | MAGNITE INC | 5.11% | 992.4K | $11.8M | +20.20%(+166.76K) | $14.36(-13.49%) | 2026-03-31 | |
| COHU | COHU INC | 3.66% | 276.0K | $8.4M | -22.43%(-79.79K) | $23.11(+111.81%) | 2026-03-31 | |
| SEI | SOLARIS OILFIELD INFRASTRUCT | 3.52% | 143.8K | $8.1M | -12.51%(-20.55K) | $13.18(+493.96%) | 2026-03-31 | |
| ARHS | ARHAUS INC | 3.51% | 1.20M | $8.1M | +45.48%(+373.74K) | $9.80(-39.99%) | 2026-03-31 | |
| AMPL | AMPLITUDE | 3.44% | 1.16M | $7.9M | +35.03%(+301.95K) | $10.43(-41.22%) | 2026-03-31 | |
| INDI | INDIE SEMICONDUCTOR INC | 2.87% | 2.05M | $6.6M | -2.77%(-58.53K) | $5.23(-17.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.19% | +3.60% |
| Top 20 Holdings Unweighted | -1.51% | -4.47% |
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