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Wesley McDowell

@Meros Investment Management, Lp

Latest period2024 - Q3ReportedManaged Assets$220.976MTotal holdings40
Assets growth rate4.5%Assets growth rate (2-Q avg)-0.47%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Meros Investment Management, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Meros Investment Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 220.976M in assets, with a quarterly growth rate of 4.5% and a 2-quarter average growth rate of -0.47%. The portfolio is managed by Wesley McDowell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MBUUMalibu Boats Inc
Recent Activity
New Position
1.87%
$4.117M
106,092 shares@ $38.82 avg price
NVRIEnviri Corp
Recent Activity
New Position
1.34%
$2.95M
285,290 shares@ $10.35 avg price
EMBCEmbecta Corp
Recent Activity
New Position
1.22%
$2.679M
190,000 shares@ $14.1 avg price
CVEOCiveo Corp Cda
Recent Activity
New Position
1.06%
$2.332M
85,124 shares@ $27.41 avg price
COHUCohu Inc
Recent Activity
New Position
0.12%
$257,000
10,000 shares@ $25.7 avg price