Meros Investment Management, LP
DALLAS TX · SEC CIK 0001911372
$3.15亿2026Q2 申报市值
50持仓数
44.2%前十大占比 · 第一大 7.0%
7 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ALGT 新建仓+$822.35万
HCSG 新建仓+$711.25万
TATT 新建仓+$665.00万
WERN 加仓+$652.90万
PLAB 加仓+$650.60万
2026Q2 卖出最多 按季末市值估算
THERMON GROUP HL 清仓-$1,216.97万
ENVIRI CORP 减仓-$740.23万
SIMULATIONS PLUS 减仓-$677.08万
SHOE 清仓-$659.58万
COHU 减仓-$630.25万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -241,463 | -100.0% | -$1,216.97万 | 清仓 |
| SHOE | SHOE CARNIVAL INC | $0 | 0.00% | 0 | -423,080 | -100.0% | -$659.58万 | 清仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $0 | 0.00% | 0 | -152,126 | -100.0% | -$569.71万 | 清仓 |
| PHR | PHRESSIA INC | $0 | 0.00% | 0 | -615,740 | -100.0% | -$515.99万 | 清仓 |
| WNC | WABASH NATL CORP | $0 | 0.00% | 0 | -548,037 | -100.0% | -$472.41万 | 清仓 |
| INMD | INMODE LTD | $0 | 0.00% | 0 | -226,065 | -100.0% | -$309.26万 | 清仓 |
| BVS | BIOVENTUS INC | $0 | 0.00% | 0 | -207,720 | -100.0% | -$189.65万 | 清仓 |
| — | NORTHERN TECHNOLOGIES INTL C | $0 | 0.00% | 0 | -206,259 | -100.0% | -$169.96万 | 清仓 |
| — | SENSUS HEALTHCARE INC | $0 | 0.00% | 0 | -152,418 | -100.0% | -$60.66万 | 清仓 |
| DAVE | DAVE INC | $76.75万 | 0.24% | 2,060 | -1,502 | -42.2% | -$55.96万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $77.65万 | 0.25% | 9,302 | -9 | -0.1% | -$751 | 减仓 |
| — | HARVARD BIOSCIENCE INC | $112.54万 | 0.36% | 182,992 | 64,470 | 54.4% | $39.65万 | 加仓 |
| — | OPTEX SYS HLDGS INC | $133.72万 | 0.42% | 95,312 | 95,312 | — | $133.72万 | 新建仓 |
| — | RCM TECHNOLOGIES INC | $166.74万 | 0.53% | 59,066 | -5,060 | -7.9% | -$14.28万 | 减仓 |
| — | TECOGEN INC NEW | $184.52万 | 0.59% | 353,487 | 61,782 | 21.2% | $32.25万 | 加仓 |
| TWIN | TWIN DISC INC | $186.47万 | 0.59% | 80,377 | 22,418 | 38.7% | $52.01万 | 加仓 |
| STAA | STAAR SURGICAL CO | $186.49万 | 0.59% | 65,000 | 65,000 | — | $186.49万 | 新建仓 |
| — | OWLET INC | $187.76万 | 0.60% | 327,112 | 189,665 | 138.0% | $108.87万 | 加仓 |
| — | AMPCO-PITTSBURG CORP | $207.52万 | 0.66% | 239,910 | 25,060 | 11.7% | $21.68万 | 加仓 |
| — | SIMULATIONS PLUS INC | $238.45万 | 0.76% | 130,229 | -369,788 | -74.0% | -$677.08万 | 减仓 |
| — | CODA OCTOPUS GROUP INC | $248.46万 | 0.79% | 254,310 | 230,000 | 946.1% | $224.71万 | 加仓 |
| AIV | APARTMENT INVT & MGMT CO | $287.24万 | 0.91% | 967,132 | -992 | -0.1% | -$2,946 | 减仓 |
| MASS | 908 DEVICES INC | $314.39万 | 1.00% | 361,368 | -370 | -0.1% | -$3,219 | 减仓 |
| — | KORU MEDICAL SYSTEMS INC | $319.06万 | 1.01% | 759,664 | -787 | -0.1% | -$3,305 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $332.35万 | 1.05% | 554,836 | -200,568 | -26.6% | -$120.14万 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $349.61万 | 1.11% | 778,644 | -1,275,798 | -62.1% | -$572.83万 | 减仓 |
| — | PERMA-PIPE INTL HLDGS INC | $359.88万 | 1.14% | 132,163 | 69,865 | 112.1% | $190.24万 | 加仓 |
| MDXG | MIMEDX INDS INC TENN | $431.94万 | 1.37% | 1,121,929 | 28,901 | 2.6% | $11.13万 | 加仓 |
| INFU | INFUSYSTEM HLDGS INC | $452.52万 | 1.44% | 468,934 | -474 | -0.1% | -$4,574 | 减仓 |
| ATRC | ATRICURE INC | $475.66万 | 1.51% | 170,000 | 170,000 | — | $475.66万 | 新建仓 |
| — | HURCO CO | $483.81万 | 1.54% | 211,318 | -221 | -0.1% | -$5,060 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $502.72万 | 1.60% | 129,266 | 90,000 | 229.2% | $350.01万 | 加仓 |
| PACK | RANPAK HOLDINGS CORP | $524.69万 | 1.66% | 717,764 | -269,725 | -27.3% | -$197.17万 | 减仓 |
| SVV | SAVERS VALUE VLG INC | $532.17万 | 1.69% | 527,422 | 372,606 | 240.7% | $375.96万 | 加仓 |
| BXC | BLUELINX HLDGS INC | $539.48万 | 1.71% | 87,181 | 16,911 | 24.1% | $104.65万 | 加仓 |
| AZTA | AZENTA INC | $562.54万 | 1.78% | 220,431 | -25,226 | -10.3% | -$64.38万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $567.03万 | 1.80% | 451,816 | 314,407 | 228.8% | $394.58万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $617.63万 | 1.96% | 68,066 | 68,066 | — | $617.63万 | 新建仓 |
| AMPL | AMPLITUDE | $633.40万 | 2.01% | 827,977 | -335,849 | -28.9% | -$256.92万 | 减仓 |
| — | ENVIRI CORP | $633.51万 | 2.01% | 288,617 | -337,235 | -53.9% | -$740.23万 | 减仓 |
| OPRT | OPORTUN FINL CORP | $642.51万 | 2.04% | 1,125,231 | 398,846 | 54.9% | $227.74万 | 加仓 |
| TATT | TAT TECHNOLOGIES LTD | $665.00万 | 2.11% | 137,880 | 137,880 | — | $665.00万 | 新建仓 |
| MLAB | MESA LABS INC | $676.56万 | 2.15% | 67,962 | -70 | -0.1% | -$6,968 | 减仓 |
| TILE | INTERFACE INC | $676.57万 | 2.15% | 188,776 | 19,808 | 11.7% | $70.99万 | 加仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $711.25万 | 2.26% | 289,597 | 289,597 | — | $711.25万 | 新建仓 |
| PLAB | PHOTRONICS INC | $772.81万 | 2.45% | 237,567 | 200,000 | 532.4% | $650.60万 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $822.35万 | 2.61% | 69,928 | 69,928 | — | $822.35万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $849.21万 | 2.69% | 159,326 | 94,326 | 145.1% | $502.76万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $850.02万 | 2.70% | 147,676 | 57,000 | 62.9% | $328.09万 | 加仓 |
| BJRI | BJS RESTAURANTS INC | $871.50万 | 2.77% | 143,493 | 94,493 | 192.8% | $573.90万 | 加仓 |
| SEI | SOLARIS OILFIELD INFRASTRUCT | $954.53万 | 3.03% | 118,634 | -25,137 | -17.5% | -$202.25万 | 减仓 |
| MBUU | MALIBU BOATS INC | $986.29万 | 3.13% | 359,568 | 144,374 | 67.1% | $396.02万 | 加仓 |
| CYRX | CRYOPORT INC | $1,167.00万 | 3.70% | 743,312 | 134,239 | 22.0% | $210.76万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $1,220.51万 | 3.87% | 279,870 | 149,713 | 115.0% | $652.90万 | 加仓 |
| COHU | COHU INC | $1,409.36万 | 4.47% | 190,686 | -85,272 | -30.9% | -$630.25万 | 减仓 |
| ARHS | ARHAUS INC | $1,415.04万 | 4.49% | 1,680,568 | 485,095 | 40.6% | $408.45万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $1,824.14万 | 5.79% | 912,982 | -941 | -0.1% | -$1.88万 | 减仓 |
| MGNI | MAGNITE INC | $1,881.55万 | 5.97% | 991,335 | -1,016 | -0.1% | -$1.93万 | 减仓 |
| DCO | DUCOMMUN INC DEL | $2,193.31万 | 6.96% | 118,423 | -9,787 | -7.6% | -$181.27万 | 减仓 |