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
Total AUM
$231M
18.9%
vs prior
Holdings
52
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
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.

#HoldingValueSharesWeight
01
DCO
DUCOMMUN INC DEL
$16M128K6.8%
02
WTTR
SELECT WATER SOLUTIONS INC
$14M914K6.1%
03
NVRI
ENVIRI CORP
$12M626K5.3%
04
THR
THERMON GROUP HLDGS INC
$12M241K5.3%
05
MGNI
MAGNITE INC
$12M992K5.1%
06
COHU
COHU INC
$8M276K3.7%
07
SEI
SOLARIS OILFIELD INFRASTRUCT
$8M144K3.5%
08
ARHS
ARHAUS INC
$8M1.2M3.5%
09
AMPL
AMPLITUDE
$8M1.2M3.4%
10
INDI
INDIE SEMICONDUCTOR INC
$7M2.1M2.9%

Filing history

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