Meros Investment Management, LP 13F 持仓 · 2026年Q2
Meros Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 3.15 亿美元。前几大持仓：DCO（6.96%）、MGNI（5.97%）、WTTR（5.79%）。本季前 25 大持仓中：新建仓 4 只、增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DCO | DUCOMMUN INC DEL | $21.9M | 6.96% | 118,423 | 减持 |
| 2 | MGNI | MAGNITE INC | $18.8M | 5.97% | 991,335 | 减持 |
| 3 | WTTR | SELECT WATER SOLUTIONS INC | $18.2M | 5.79% | 912,982 | 减持 |
| 4 | ARHS | ARHAUS INC | $14.2M | 4.49% | 1.7M | 增持 |
| 5 | COHU | COHU INC | $14.1M | 4.47% | 190,686 | 减持 |
| 6 | WERN | WERNER ENTERPRISES INC | $12.2M | 3.87% | 279,870 | 增持 |
| 7 | CYRX | CRYOPORT INC | $11.7M | 3.70% | 743,312 | 增持 |
| 8 | MBUU | MALIBU BOATS INC | $9.9M | 3.13% | 359,568 | 增持 |
| 9 | SEI | SOLARIS OILFIELD INFRASTRUCT | $9.5M | 3.03% | 118,634 | 减持 |
| 10 | BJRI | BJS RESTAURANTS INC | $8.7M | 2.77% | 143,493 | 增持 |
| 11 | KRUS | KURA SUSHI USA INC | $8.5M | 2.70% | 147,676 | 增持 |
| 12 | CBRL | CRACKER BARREL OLD CTRY STOR | $8.5M | 2.69% | 159,326 | 增持 |
| 13 | ALGT | ALLEGIANT TRAVEL CO | $8.2M | 2.61% | 69,928 | 新建仓 |
| 14 | PLAB | PHOTRONICS INC | $7.7M | 2.45% | 237,567 | 增持 |
| 15 | HCSG | HEALTHCARE SVCS GROUP INC | $7.1M | 2.26% | 289,597 | 新建仓 |
| 16 | MLAB | MESA LABS INC | $6.8M | 2.15% | 67,962 | 减持 |
| 17 | TILE | INTERFACE INC | $6.8M | 2.15% | 188,776 | 增持 |
| 18 | TATT | TAT TECHNOLOGIES LTD | $6.6M | 2.11% | 137,880 | 新建仓 |
| 19 | OPRT | OPORTUN FINL CORP | $6.4M | 2.04% | 1.1M | 增持 |
| 20 | AMPL | AMPLITUDE | $6.3M | 2.01% | 827,977 | 减持 |
| 21 | NVRI | ENVIRI CORP | $6.3M | 2.01% | 288,617 | 减持 |
| 22 | CECO | CECO ENVIRONMENTAL CORP | $6.2M | 1.96% | 68,066 | 新建仓 |
| 23 | AEBI | AEBI SCHMIDT HLDG AG | $5.7M | 1.80% | 451,816 | 增持 |
| 24 | AZTA | AZENTA INC | $5.6M | 1.78% | 220,431 | 减持 |
| 25 | BXC | BLUELINX HLDGS INC | $5.4M | 1.71% | 87,181 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR