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Name: |
Meros Investment Management LP |
City: |
DALLAS |
State: |
TX |
Zip: |
75201 |
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Holdings
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10 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
PLAB |
Photronics Inc |
1 |
- |
$29.38 |
$14,412,000 |
459,410 |
6.84% |
3,896,000 |
-60,940 |
0.7 |
Semiconductor Equipme... |
|
WNC |
Wabash National Corp |
2 |
- |
$23.08 |
$10,980,000 |
428,580 |
5.21% |
1,820,000 |
-5,127 |
0.809 |
Trucks & Other Vehicles |
|
DCO |
Ducommun Inc |
3 |
- |
$56.54 |
$9,993,000 |
191,945 |
4.74% |
427,000 |
-27,909 |
1.639 |
Aerospace/Defense Pro... |
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TILE |
InterFace Inc |
6 |
- |
$15.95 |
$8,662,000 |
686,409 |
4.11% |
394,000 |
-156,453 |
1.17 |
Textile Manufacturing |
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BRY |
Berry Petroleum Co |
11 |
- |
$7.70 |
$7,073,000 |
1,006,156 |
3.36% |
-1,698,000 |
-63,452 |
1.26 |
Independent Oil & Gas |
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SCVL |
Shoe Carnival Inc |
12 |
- |
$35.32 |
$6,811,000 |
225,444 |
3.23% |
-91,000 |
-61,781 |
0.798 |
Apparel Stores |
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PLYM |
Plymouth Industrial Reit Inc. |
17 |
- |
$20.49 |
$5,438,000 |
225,940 |
2.58% |
-1,541,000 |
-107,179 |
0.527 |
N/A |
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LXU |
LSB Industries Inc |
19 |
- |
$8.57 |
$5,030,000 |
540,229 |
2.39% |
-2,735,000 |
-218,829 |
0.608 |
Synthetics |
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OEC |
Orion Engineered Carbons SA |
23 |
- |
$24.48 |
$4,198,000 |
151,382 |
1.99% |
-1,403,000 |
-111,841 |
0.25 |
N/A |
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EGAN |
Egain Communications Corp |
29 |
- |
$6.39 |
$3,413,000 |
409,776 |
1.62% |
-41,000 |
-153,682 |
1.325 |
Application Software |
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