Skip to main content
Livermore
Livermore
ZHEN

EVR Research LP

SEC CIK
0001843019
Latest filing
Aug 13, 2026

The latest 13F from EVR Research LP covers Q2 2026 (filed Aug 13, 2026): 28 long positions worth $202.5M. The top 10 holdings make up 67.1% of the portfolio, and the largest is World Kinect Corp (WKC) at 14.3%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$35.0M
Added
8
Est. +$29.3M
Reduced
11
Est. −$27.0M
Sold out
10
Est. −$45.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. WKCWorld Kinect Corp
    14.3%$29.0MHistory
  2. GEFGreif, Inc
    9.2%$18.6MHistory
  3. MECMayville Engineering Company, Inc.
    8.2%$16.6MHistory
  4. SONSonoco Products Co
    7.2%$14.7MHistory
  5. SAROStandardAero, Inc.
    5.7%$11.5MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. SONSonoco Products Co
    +$10.1MAddedHistory
  2. MGNIMagnite, Inc.
    +$9.11MNewHistory
  3. ACVAACV Auctions Inc.
    +$8.16MNewHistory
  4. GEFGreif, Inc
    +$6.70MAddedHistory
  5. SAROStandardAero, Inc.
    +$6.55MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SONSonoco Products Co
    +4.77 pp2.5% → 7.2%History
  2. MGNIMagnite, Inc.
    +4.50 pp0.0% → 4.5%History
  3. ACVAACV Auctions Inc.
    +4.03 pp0.0% → 4.0%History
  4. SAROStandardAero, Inc.
    +3.24 pp2.4% → 5.7%History
  5. GEFGreif, Inc
    +3.08 pp6.1% → 9.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. NPKNational Presto Industries Inc
    −$8.91MSold outHistory
  2. MECMayville Engineering Company, Inc.
    −$6.67MReducedHistory
  3. OMCLOmnicell, Inc.
    −$5.77MSold outHistory
  4. CSGPCostar Group, Inc.
    −$5.24MSold outHistory
  5. ENOVEnovis CORP
    −$5.12MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NPKNational Presto Industries Inc
    −5.07 pp5.1% → 0.0%History
  2. OMCLOmnicell, Inc.
    −3.29 pp3.3% → 0.0%History
  3. CSGPCostar Group, Inc.
    −2.99 pp3.0% → 0.0%History
  4. ENOVEnovis CORP
    −2.92 pp2.9% → 0.0%History
  5. WYWeyerhaeuser Co
    −2.78 pp2.8% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$202.5M
+$27.0M (+15.4%) vs. prior quarter
Positions
28
−1 vs. prior quarter
Top 10 concentration
67.1%
Top 10 as share of value
Turnover
34.0%
Q2 2026, one quarter
Average holding period
4.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $446.4M (Q1 2024)

Q1 2021: $131.5MQ2 2021: $172.2MQ3 2021: $180.3MQ4 2021: $214.0MQ1 2022: $270.9MQ2 2022: $338.6MQ3 2022: $337.0MQ4 2022: $321.0MQ1 2023: $400.2MQ2 2023: $374.1MQ3 2023: $377.8MQ4 2023: $444.9MQ1 2024: $446.4MQ2 2024: $334.8MQ3 2024: $395.1MQ4 2024: $295.6MQ1 2025: $221.4MQ2 2025: $191.0MQ3 2025: $167.2MQ4 2025: $185.3MQ1 2026: $175.6MQ2 2026: $202.5M
Q1 2021Q2 2026
13F filings of EVR Research LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 202628$202.5MWKCGEFMECvs. Q1 2026SEC
Q1 2026May 14, 202629$175.6MWKCCPSFNDvs. Q4 2025SEC
Q4 2025Feb 17, 202633$185.3MDANWKCCPSvs. Q3 2025SEC
Q3 2025Nov 13, 202526$167.2MPRODANWKCvs. Q2 2025SEC
Q2 2025Aug 14, 202527$191.0MPROWKCASTSvs. Q1 2025SEC
Q1 2025May 14, 202530$221.4MBASEWKCALITvs. Q4 2024SEC
Q4 2024Feb 13, 202537$295.6MBASEWKCJAMFvs. Q3 2024SEC
Q3 2024Nov 13, 202433$395.1MSMARBASEJAMFvs. Q2 2024SEC
Q2 2024Aug 14, 202431$334.8MBASESMARJAMFvs. Q1 2024SEC
Q1 2024May 15, 202431$446.4MBASEPLAYBLBDvs. Q4 2023SEC
Q4 2023Feb 14, 202432$444.9MBASEWalkme LtdECVTvs. Q3 2023SEC
Q3 2023Nov 14, 202339$377.8MBASEWalkme LtdECVTvs. Q2 2023SEC
Q2 2023Aug 14, 202330$374.1MBASEWalkme LtdECVTvs. Q1 2023SEC
Q1 2023May 15, 202334$400.2MBASEWalkme LtdSMARvs. Q4 2022SEC
Q4 2022Feb 13, 202334$321.0MWalkme LtdSMARBASEvs. Q3 2022SEC
Q3 2022Nov 18, 2022Amended31$337.0MSMARMGIBASEvs. Q2 2022SEC
Q2 2022Aug 15, 202236$338.6MTufin Software TechnologieSPBMGIvs. Q1 2022SEC
Q1 2022May 13, 202228$270.9MMGIMSPSAHvs. Q4 2021SEC
Q4 2021Feb 11, 202223$214.0MSAHEVAWCCvs. Q3 2021SEC
Q3 2021Nov 15, 202127$180.3MSAHGTEVAvs. Q2 2021SEC
Q2 2021Aug 16, 202129$172.2MSAHEVAWCCvs. Q1 2021SEC
Q1 2021May 17, 202124$131.5MEVASAHAVID–SEC

13D and 13G filings

Companies where EVR Research LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

EVR Research LP does not currently report owning 5% or more of any company.

Latest filings

15 filings on file made by EVR Research LP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by EVR Research LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
PROPROS Holdings, Inc.Nov 14, 20254:05 PM ET13G/A4.10%2.00M shares−1.20 ppfrom 5.30%Below 5%Sep 30, 2025SEC
BASECouchbase, Inc.Aug 14, 20254:10 PM ET13G/A0.00%0 shares−5.00 ppfrom 5.00%Below 5%Jun 30, 2025SEC
PROPROS Holdings, Inc.Aug 8, 20255:10 PM ET13G5.30%2.55M sharesNewAug 1, 2025SEC
BASECouchbase, Inc.Dec 12, 20244:05 PM ET13G5.00%2.63M shares–Dec 5, 2024SEC
PLCEChildrens Place, Inc.Feb 14, 202413G/AOld format–––SEC
SSTISoundthinking, Inc.Feb 14, 202413G/AOld format–––SEC
BASECouchbase, Inc.Feb 14, 202413G/AOld format–––SEC
SSTISoundthinking, Inc.Nov 2, 202313GOld format–––SEC
PLCEChildrens Place, Inc.Jun 5, 202313GOld format–New–SEC
SSTISoundthinking, Inc.Feb 13, 202313G/AOld format–––SEC
BASECouchbase, Inc.Feb 13, 202313G/AOld format–––SEC
BASECouchbase, Inc.Dec 12, 202213GOld format–New–SEC
SSTISoundthinking, Inc.Oct 17, 202213GOld format–New–SEC
Tufin Software Technologies Ltd.Aug 26, 202213G/AOld format–––SEC
Tufin Software Technologies Ltd.Feb 28, 202213G/AOld format–––SEC