EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 23
- −4 vs. Q3 2021
- Portfolio value
- $214.0M
- +$33.7M (+18.7%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SAHSonic Automotive Inc | CL A | 600,000 | $29.7M | 13.9% | +181,996+43.5% | Added | History |
| EVAEnviva, LLC | COM UNIT | 250,025 | $17.6M | 8.2% | −42,975−14.7% | Reduced | History |
| WCCWesco International Inc | COM | 120,000 | $15.8M | 7.4% | −14,000−10.4% | Reduced | History |
| MSPDatto Holding Corp. | COM | 590,000 | $15.5M | 7.3% | +147,000+33.2% | Added | History |
| GTGoodyear Tire & Rubber Co | COM | 593,000 | $12.6M | 5.9% | −317,000−34.8% | Reduced | History |
| SPBSpectrum Brands Holdings, Inc. | COM | 119,000 | $12.1M | 5.7% | +119,000 | New | History |
| Tufin Software TechnologieM8893U102 | SHS | 1,140,000 | $12.0M | 5.6% | +365,000+47.1% | Added | – |
| VVVValvoline Inc | COM | 300,000 | $11.2M | 5.2% | 00.0% | Unchanged | History |
| MGIMoneygram International Inc | COM NEW | 1,400,000 | $11.0M | 5.2% | +900,000+180.0% | Added | History |
| ONTFON24 Inc. | COM | 585,000 | $10.2M | 4.7% | +585,000 | New | History |
| HPEHewlett Packard Enterprise Co | COM | 620,000 | $9.78M | 4.6% | +448,000+260.5% | Added | History |
| PTVEPactiv Evergreen Inc. | COM | 728,000 | $9.23M | 4.3% | +1,000+0.1% | Added | History |
| GPPGreen Plains Partners LP | COM REP PTR IN | 633,300 | $8.99M | 4.2% | +88,300+16.2% | Added | History |
| DARDarling Ingredients Inc. | COM | 100,000 | $6.93M | 3.2% | +15,000+17.6% | Added | History |
| VSTVistra Corp. | Stock | 285,000 | $6.49M | 3.0% | +85,000+42.5% | Added | History |
| SSTISoundthinking, Inc. | COM | 180,000 | $5.31M | 2.5% | +116,500+183.5% | Added | History |
| PRMWPrimo Water Corp | COM | 200,000 | $3.53M | 1.6% | −317,000−61.3% | Reduced | History |
| MRCMRC Global Inc. | COM | 500,000 | $3.44M | 1.6% | +500,000 | New | History |
| GTXGarrett Motion Inc. | Stock | 420,200 | $3.37M | 1.6% | +420,200 | New | History |
| DLXDeluxe Corp | COM | 96,000 | $3.08M | 1.4% | −37,000−27.8% | Reduced | History |
| ERIIEnergy Recovery, Inc. | COM | 118,233 | $2.54M | 1.2% | −16,767−12.4% | Reduced | History |
| Garrett Motion Inc.366505204 | COMM | 289,000 | $2.42M | 1.1% | +289,000 | New | – |
| CMECME Group Inc. | COM | 5,000 | $1.14M | 0.5% | −12,000−70.6% | Reduced | History |
Sold out since Q3 2021 (9)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| PATKPatrick Industries Inc | COM | 85,000 | $7.08M | 3.9% | History |
| RRDRR Donnelley & Sons Co | COM | 1,240,000 | $6.37M | 3.5% | History |
| CVLTCommvault Systems Inc | COM | 70,000 | $5.27M | 2.9% | History |
| PRPLPurple Innovation, Inc. | COM | 130,000 | $2.73M | 1.5% | History |
| VRSBillerud Americas Corp | CL A | 131,000 | $2.72M | 1.5% | History |
| LEELee Enterprises, Inc | COM | 76,400 | $1.73M | 1.0% | History |
| TSNTyson Foods, Inc. | Stock | 20,000 | $1.58M | 0.9% | History |
| AALAmerican Airlines Group Inc. | Stock | 62,000 | $1.27M | 0.7% | History |
| CARGCarGurus, Inc. | COM CL A | 40,000 | $1.26M | 0.7% | History |