DOSSIER · 13F-HR · Q1 2026
Meros Investment Management, LP
Meros Investment's family office based in Omaha, NE — $231M in tracked AUM across 52 positions as of Q1 2026.
MI
Meros Investment·Omaha, NE·Family Office
CIK 0001911372 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Meros Investment Management, LP SEC 13F Filing
1. Portfolio Overview
Meros Investment Management, LP manages a concentrated portfolio characterized by a significant reduction in size and a high turnover rate during the quarter. As of the report date September 30, 2025, the total portfolio value stood at $136.13 million, a sharp decrease of 35.4% from the previous quarter's $210.71 million. This decline in AUM is attributable to a combination of realized losses fro...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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