Portfolio (Quarterly) Guide ↗

Meros Investment Management, LP

· CIK 0001911372

13F Portfolio $231M AUM 52 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 14 Added 29 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EMBC	EMBECTA CORP	Healthcare	231,244	$2.7M	1.09%	SOLD
2	JBI	JANUS INTERNATIONAL GROUP INC	Industrials	322,271	$2.1M	0.84%	SOLD
3	ICHR	ICHOR HOLDINGS	Technology	75,807	$1.4M	0.55%	SOLD
4	SNCY	SUN CTRY AIRLS HLDGS INC	Industrials	79,844	$1.1M	0.46%	SOLD
5	BLFS	BIOLIFE SOLUTIONS INC	Healthcare	28,454	$688K	0.27%	SOLD

Sector Allocation

Industrials 27.0%

Consumer Cyclical 21.4%

Healthcare 17.0%

Technology 16.1%

Utilities 6.6%

Communication Services 5.6%

Energy 3.8%

Financial Services 1.6%

Basic Materials 0.8%