EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 36
- +8 vs. Q1 2022
- Portfolio value
- $338.6M
- +$67.7M (+25.0%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Tufin Software TechnologieM8893U102 | SHS | 2,780,000 | $34.9M | 10.3% | +619,000+28.6% | Added | – |
| SPBSpectrum Brands Holdings, Inc. | COM | 390,200 | $32.0M | 9.5% | +190,690+95.6% | Added | History |
| MGIMoneygram International Inc | COM NEW | 2,942,870 | $29.4M | 8.7% | +675,370+29.8% | Added | History |
| Walkme LtdM97628107 | ORD SHS | 2,772,639 | $28.1M | 8.3% | +2,019,275+268.0% | Added | – |
| BASECouchbase, Inc. | COM | 1,708,901 | $28.1M | 8.3% | +1,469,301+613.2% | Added | History |
| SMARSmartsheet Inc | COM CL A | 565,000 | $17.8M | 5.2% | +565,000 | New | History |
| SAHSonic Automotive Inc | CL A | 400,000 | $14.7M | 4.3% | −70,000−14.9% | Reduced | History |
| AVPTAvePoint, Inc. | COM CL A | 2,936,000 | $12.7M | 3.8% | +2,382,931+430.9% | Added | History |
| VVVValvoline Inc | COM | 420,000 | $12.1M | 3.6% | +67,000+19.0% | Added | History |
| SSTISoundthinking, Inc. | COM | 440,000 | $11.8M | 3.5% | +100,000+29.4% | Added | History |
| PTVEPactiv Evergreen Inc. | COM | 1,182,559 | $11.8M | 3.5% | +648,192+121.3% | Added | History |
| ERIIEnergy Recovery, Inc. | COM | 561,800 | $10.9M | 3.2% | +334,420+147.1% | Added | History |
| ODPODP Corp | COM | 350,000 | $10.6M | 3.1% | +150,000+75.0% | Added | History |
| CUTRCutera Inc | COM | 275,017 | $10.3M | 3.0% | +275,017 | New | History |
| GTXGarrett Motion Inc. | Stock | 1,226,000 | $9.48M | 2.8% | +496,000+67.9% | Added | History |
| HPEHewlett Packard Enterprise Co | COM | 552,500 | $7.33M | 2.2% | −212,500−27.8% | Reduced | History |
| RSKDRiskified Ltd. | SHS CL A | 1,635,800 | $7.26M | 2.1% | +1,177,744+257.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 38,400 | $6.34M | 1.9% | +38,400 | New | History |
| ONTFON24 Inc. | COM | 564,589 | $5.36M | 1.6% | +102,138+22.1% | Added | History |
| KBALKimball International Inc | CL B | 694,940 | $5.33M | 1.6% | +55,058+8.6% | Added | History |
| MNTVMomentive Global Inc. | COM | 427,284 | $3.76M | 1.1% | +427,284 | New | History |
| CXMSprinklr, Inc. | CL A | 259,061 | $2.62M | 0.8% | +259,061 | New | History |
| Garrett Motion Inc.366505204 | COMM | 300,452 | $2.47M | 0.7% | 00.0% | Unchanged | – |
| LFGArchaea Energy Inc. | COM CL A | 150,000 | $2.33M | 0.7% | +150,000 | New | History |
| Vonage Holdings Corp92886T201 | COM | 117,000 | $2.20M | 0.7% | +117,000 | New | – |
| PLNTPlanet Fitness, Inc. | CL A | 30,000 | $2.04M | 0.6% | +30,000 | New | History |
| Shaw Communications Inc82028K200 | CL B CONV | 65,000 | $1.92M | 0.6% | +65,000 | New | – |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 30,000 | $1.88M | 0.6% | +30,000 | New | – |
| ROGRogers Corp | COM | 7,000 | $1.83M | 0.5% | +7,000 | New | History |
| KSSKOHLS Corp | Stock | 50,000 | $1.78M | 0.5% | +50,000 | New | History |
| CHNGChange Healthcare Inc. | COM | 77,000 | $1.78M | 0.5% | +77,000 | New | History |
| NLSNNielsen Holdings plc | SHS EUR | 76,000 | $1.76M | 0.5% | +76,000 | New | History |
| PACKRanpak Holdings Corp. | COM CL A | 245,665 | $1.72M | 0.5% | +245,665 | New | History |
| TGNATegna Inc | COM | 80,000 | $1.68M | 0.5% | +80,000 | New | History |
| BKIBlack Knight, Inc. | COM | 25,000 | $1.64M | 0.5% | +25,000 | New | History |
| SRIStoneridge Inc | COM | 55,000 | $943.0K | 0.3% | +55,000 | New | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Avepoint Inc053604904 | COM CL A | – | $48.0K |
| RSKDRiskified Ltd. | SHS CL A | – | $19.0K |
| Party City Holdco Inc702149905 | CALL | – | $8.00K |
Sold out since Q1 2022 (10)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| MSPDatto Holding Corp. | COM | 776,000 | $20.7M | 7.7% | History |
| WCCWesco International Inc | COM | 100,000 | $13.0M | 4.8% | History |
| PRMWPrimo Water Corp | COM | 735,000 | $10.5M | 3.9% | History |
| SMLRSemler Scientific, Inc. | COM | 200,000 | $9.91M | 3.7% | History |
| OECOrion S.A. | COM | 570,063 | $9.10M | 3.4% | History |
| PINGPing Identity Holding Corp. | COM | 331,300 | $9.09M | 3.4% | History |
| GPPGreen Plains Partners LP | COM REP PTR IN | 639,800 | $9.06M | 3.3% | History |
| SHAKShake Shack Inc. | CL A | 130,335 | $8.85M | 3.3% | History |
| PEGAPegasystems Inc | COM | 77,000 | $6.21M | 2.3% | History |
| DLXDeluxe Corp | COM | 21,602 | $653.0K | 0.2% | History |