Meros Investment Management, LP
Meros Investment Management, LP is an SEC-registered investment adviser headquartered in Dallas, Texas. The firm, which manages over $228 million in assets as of March 31, 2025, employs 9 professionals. Founded in the early 2020s, Meros specializes in providing discretionary investment management services, primarily to pension and profit sharing plans, investment companies, and pooled investment vehicles. The firm's clients are institutional investors seeking concentrated public equity portfolios managed with strong fundamental and risk discipline.
Investment Strategy
Meros Investment Management, LP applies a fundamentally-driven, research-intensive strategy focusing on small to mid-cap U.S. public equities. The firm constructs concentrated portfolios, seeking above-average returns through in-depth company analysis, opportunistic investing in select market segments, and rigorous risk management. Their investment philosophy emphasizes high conviction in a select number of holdings, intended to outperform broader equity benchmarks over the long term.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGNI | MAGNITE INC | 8.04% | $16.9M | 702,142 | $11.82 | $24.12 | +$8.4M |
D DCO | DUCOMMUN INC DEL | 6.77% | $14.3M | 172,682 | $47.66 | $82.63 | +$3.2M |
P PLYM | PLYMOUTH INDL REIT INC | 5.01% | $10.6M | 657,627 | $18.42 | $16.06 | +$1.2M |
P PLAB | PHOTRONICS INC | 4.99% | $10.5M | 558,281 | $18.88 | $18.83 | +$433.1K |
T TILE | INTERFACE INC | 4.24% | $8.9M | 426,549 | $13.70 | $20.93 | +$763.6K |