EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 27
- −2 vs. Q2 2021
- Portfolio value
- $180.3M
- +$8.11M (+4.7%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SAHSonic Automotive Inc | CL A | 418,004 | $22.0M | 12.2% | +18,004+4.5% | Added | History |
| GTGoodyear Tire & Rubber Co | COM | 910,000 | $16.1M | 8.9% | +530,000+139.5% | Added | History |
| EVAEnviva, LLC | COM UNIT | 293,000 | $15.8M | 8.8% | −5,500−1.8% | Reduced | History |
| WCCWesco International Inc | COM | 134,000 | $15.5M | 8.6% | +15,569+13.1% | Added | History |
| MSPDatto Holding Corp. | COM | 443,000 | $10.6M | 5.9% | +190,375+75.4% | Added | History |
| VVVValvoline Inc | COM | 300,000 | $9.35M | 5.2% | +122,776+69.3% | Added | History |
| PTVEPactiv Evergreen Inc. | COM | 727,000 | $9.10M | 5.0% | +302,000+71.1% | Added | History |
| PRMWPrimo Water Corp | COM | 517,000 | $8.13M | 4.5% | +517,000 | New | History |
| Tufin Software TechnologieM8893U102 | SHS | 775,000 | $7.62M | 4.2% | +372,921+92.7% | Added | – |
| GPPGreen Plains Partners LP | COM REP PTR IN | 545,000 | $7.21M | 4.0% | +190,000+53.5% | Added | History |
| PATKPatrick Industries Inc | COM | 85,000 | $7.08M | 3.9% | −32,455−27.6% | Reduced | History |
| RRDRR Donnelley & Sons Co | COM | 1,240,000 | $6.37M | 3.5% | +35,000+2.9% | Added | History |
| DARDarling Ingredients Inc. | COM | 85,000 | $6.11M | 3.4% | −17,000−16.7% | Reduced | History |
| CVLTCommvault Systems Inc | COM | 70,000 | $5.27M | 2.9% | −5,000−6.7% | Reduced | History |
| DLXDeluxe Corp | COM | 133,000 | $4.77M | 2.6% | +13,000+10.8% | Added | History |
| MGIMoneygram International Inc | COM NEW | 500,000 | $4.01M | 2.2% | +500,000 | New | History |
| VSTVistra Corp. | Stock | 200,000 | $3.42M | 1.9% | −155,000−43.7% | Reduced | History |
| CMECME Group Inc. | COM | 17,000 | $3.29M | 1.8% | 00.0% | Unchanged | History |
| PRPLPurple Innovation, Inc. | COM | 130,000 | $2.73M | 1.5% | +130,000 | New | History |
| VRSBillerud Americas Corp | CL A | 131,000 | $2.72M | 1.5% | −65,911−33.5% | Reduced | History |
| ERIIEnergy Recovery, Inc. | COM | 135,000 | $2.57M | 1.4% | +135,000 | New | History |
| HPEHewlett Packard Enterprise Co | COM | 172,000 | $2.45M | 1.4% | +172,000 | New | History |
| SSTISoundthinking, Inc. | COM | 63,500 | $2.31M | 1.3% | +63,500 | New | History |
| LEELee Enterprises, Inc | COM | 76,400 | $1.73M | 1.0% | −99,600−56.6% | Reduced | History |
| TSNTyson Foods, Inc. | Stock | 20,000 | $1.58M | 0.9% | +20,000 | New | History |
| AALAmerican Airlines Group Inc. | Stock | 62,000 | $1.27M | 0.7% | +62,000 | New | History |
| CARGCarGurus, Inc. | COM CL A | 40,000 | $1.26M | 0.7% | +40,000 | New | History |
Sold out since Q2 2021 (11)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| AVIDAvid Technology, Inc. | COM | 145,000 | $5.68M | 3.3% | History |
| TLNDTalend S.A. | ADS | 85,000 | $5.58M | 3.2% | History |
| HYHyster-Yale, Inc. | CL A | 67,500 | $4.93M | 2.9% | History |
| ICUIIcu Medical Inc | COM | 22,000 | $4.53M | 2.6% | History |
| ADTADT Inc. | COM | 390,000 | $4.21M | 2.4% | History |
| CPSCooper-Standard Holdings Inc. | COM | 140,000 | $4.06M | 2.4% | History |
| NLSNNielsen Holdings plc | SHS EUR | 154,569 | $3.81M | 2.2% | History |
| GSMFerroglobe PLC | SHS | 387,695 | $2.37M | 1.4% | History |
| YEXTYext, Inc. | COM | 140,000 | $2.00M | 1.2% | History |
| UNITUniti Group Inc. | COM | 100,000 | $1.06M | 0.6% | History |
| Safehold Inc.45031U101 | COM | 51,000 | $1.06M | 0.6% | – |