EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 29
- +5 vs. Q1 2021
- Portfolio value
- $172.2M
- +$40.7M (+31.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SAHSonic Automotive Inc | CL A | 400,000 | $17.9M | 10.4% | +140,000+53.8% | Added | History |
| EVAEnviva, LLC | COM UNIT | 298,500 | $15.6M | 9.1% | +500+0.2% | Added | History |
| WCCWesco International Inc | COM | 118,431 | $12.2M | 7.1% | −11,569−8.9% | Reduced | History |
| PATKPatrick Industries Inc | COM | 117,455 | $8.57M | 5.0% | −5,545−4.5% | Reduced | History |
| RRDRR Donnelley & Sons Co | COM | 1,205,000 | $7.57M | 4.4% | +1,205,000 | New | History |
| MSPDatto Holding Corp. | COM | 252,625 | $7.03M | 4.1% | +252,625 | New | History |
| DARDarling Ingredients Inc. | COM | 102,000 | $6.88M | 4.0% | +22,000+27.5% | Added | History |
| VSTVistra Corp. | Stock | 355,000 | $6.58M | 3.8% | +355,000 | New | History |
| GTGoodyear Tire & Rubber Co | COM | 380,000 | $6.52M | 3.8% | +320,000+533.3% | Added | History |
| PTVEPactiv Evergreen Inc. | COM | 425,000 | $6.41M | 3.7% | +140,000+49.1% | Added | History |
| CVLTCommvault Systems Inc | COM | 75,000 | $5.86M | 3.4% | −30,000−28.6% | Reduced | History |
| VVVValvoline Inc | COM | 177,224 | $5.75M | 3.3% | +79,224+80.8% | Added | History |
| DLXDeluxe Corp | COM | 120,000 | $5.73M | 3.3% | −20,000−14.3% | Reduced | History |
| AVIDAvid Technology, Inc. | COM | 145,000 | $5.68M | 3.3% | −430,000−74.8% | Reduced | History |
| TLNDTalend S.A. | ADS | 85,000 | $5.58M | 3.2% | 00.0% | Unchanged | History |
| LEELee Enterprises, Inc | COM | 176,000 | $4.98M | 2.9% | +16,000+10.0% | Added | History |
| HYHyster-Yale, Inc. | CL A | 67,500 | $4.93M | 2.9% | −12,500−15.6% | Reduced | History |
| GPPGreen Plains Partners LP | COM REP PTR IN | 355,000 | $4.54M | 2.6% | +55,000+18.3% | Added | History |
| ICUIIcu Medical Inc | COM | 22,000 | $4.53M | 2.6% | 00.0% | Unchanged | History |
| ADTADT Inc. | COM | 390,000 | $4.21M | 2.4% | +390,000 | New | History |
| CPSCooper-Standard Holdings Inc. | COM | 140,000 | $4.06M | 2.4% | 00.0% | Unchanged | History |
| NLSNNielsen Holdings plc | SHS EUR | 154,569 | $3.81M | 2.2% | +88,569+134.2% | Added | History |
| Tufin Software TechnologieM8893U102 | SHS | 402,079 | $3.67M | 2.1% | +402,079 | New | – |
| CMECME Group Inc. | COM | 17,000 | $3.62M | 2.1% | +2,000+13.3% | Added | History |
| VRSBillerud Americas Corp | CL A | 196,911 | $3.48M | 2.0% | +196,911 | New | History |
| GSMFerroglobe PLC | SHS | 387,695 | $2.37M | 1.4% | +387,695 | New | History |
| YEXTYext, Inc. | COM | 140,000 | $2.00M | 1.2% | +140,000 | New | History |
| UNITUniti Group Inc. | COM | 100,000 | $1.06M | 0.6% | +100,000 | New | History |
| Safehold Inc.45031U101 | COM | 51,000 | $1.06M | 0.6% | +51,000 | New | – |
Sold out since Q1 2021 (5)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| DGIIDigi International Inc | COM | 169,143 | $3.21M | 2.4% | History |
| SHAKShake Shack Inc. | CL A | 25,000 | $2.82M | 2.1% | History |
| SEBSeaboard Corp | COM | 400 | $1.48M | 1.1% | History |
| GPROGoPro, Inc. | CL A | 100,000 | $1.16M | 0.9% | History |
| ATENA10 Networks, Inc. | Stock | 114,994 | $1.10M | 0.8% | History |