EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 18, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 31
- −5 vs. Q2 2022
- Portfolio value
- $337.0M
- −$1.63M (−0.5%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SMARSmartsheet Inc | COM CL A | 1,020,000 | $35.0M | 10.4% | +455,000+80.5% | Added | History |
| MGIMoneygram International Inc | COM NEW | 2,943,000 | $30.6M | 9.1% | +1300.0% | Added | History |
| BASECouchbase, Inc. | COM | 2,120,000 | $30.3M | 9.0% | +411,099+24.1% | Added | History |
| Walkme LtdM97628107 | ORD SHS | 3,177,000 | $27.0M | 8.0% | +404,361+14.6% | Added | – |
| CUTRCutera Inc | COM | 400,000 | $18.2M | 5.4% | +124,983+45.4% | Added | History |
| SSTISoundthinking, Inc. | COM | 600,000 | $17.3M | 5.1% | +160,000+36.4% | Added | History |
| AVPTAvePoint, Inc. | COM CL A | 4,163,000 | $16.7M | 5.0% | +1,227,000+41.8% | Added | History |
| PTVEPactiv Evergreen Inc. | COM | 1,770,000 | $15.5M | 4.6% | +587,441+49.7% | Added | History |
| LFGArchaea Energy Inc. | COM CL A | 734,000 | $13.2M | 3.9% | +584,000+389.3% | Added | History |
| SAHSonic Automotive Inc | CL A | 300,000 | $13.0M | 3.9% | −100,000−25.0% | Reduced | History |
| VVVValvoline Inc | COM | 420,000 | $10.6M | 3.2% | 00.0% | Unchanged | History |
| RSKDRiskified Ltd. | SHS CL A | 2,700,000 | $10.6M | 3.2% | +1,064,200+65.1% | Added | History |
| SPBSpectrum Brands Holdings, Inc. | COM | 270,000 | $10.5M | 3.1% | −120,200−30.8% | Reduced | History |
| UAUnder Armour, Inc. | CL C | 1,767,000 | $10.5M | 3.1% | +1,767,000 | New | History |
| GTXGarrett Motion Inc. | Stock | 1,740,000 | $9.83M | 2.9% | +514,000+41.9% | Added | History |
| ERIIEnergy Recovery, Inc. | COM | 315,555 | $6.86M | 2.0% | −246,245−43.8% | Reduced | History |
| KBALKimball International Inc | CL B | 1,070,000 | $6.73M | 2.0% | +375,060+54.0% | Added | History |
| ACVAACV Auctions Inc. | COM CL A | 875,000 | $6.29M | 1.9% | +875,000 | New | History |
| CRMSalesforce, Inc. | Stock | 43,000 | $6.18M | 1.8% | +4,600+12.0% | Added | History |
| SIXSix Flags Entertainment Corp | COM | 300,000 | $5.31M | 1.6% | +300,000 | New | History |
| ONTFON24 Inc. | COM | 593,189 | $5.22M | 1.5% | +28,600+5.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 41,500 | $4.69M | 1.4% | +41,500 | New | History |
| SPSP Plus Corp | COM | 140,000 | $4.38M | 1.3% | +140,000 | New | History |
| GFFGriffon Corp | COM | 140,000 | $4.13M | 1.2% | +140,000 | New | History |
| PDPagerDuty, Inc. | COM | 170,000 | $3.92M | 1.2% | +170,000 | New | History |
| AMRSAmyris, Inc. | COM NEW | 900,000 | $2.63M | 0.8% | +900,000 | New | History |
| NEWRNew Relic, Inc. | COM | 45,000 | $2.58M | 0.8% | +45,000 | New | History |
| DNOWDNOW Inc. | COM | 252,462 | $2.54M | 0.8% | +252,462 | New | History |
| ENREnergizer Holdings, Inc. | COM | 100,000 | $2.51M | 0.7% | +100,000 | New | History |
| Garrett Motion Inc.366505204 | COMM | 304,000 | $2.16M | 0.6% | +3,548+1.2% | Added | – |
| SRIStoneridge Inc | COM | 112,833 | $1.91M | 0.6% | +57,833+105.2% | Added | History |
Options (2)
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 |
|---|---|---|---|
| Spectrum Brands Hldgs Inc Ne84790A905 | CALL | – | $47.0K |
| Riskified LtdM8216R909 | CALL | – | $5.00K |
Sold out since Q2 2022 (16)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| Tufin Software TechnologieM8893U102 | SHS | 2,780,000 | $34.9M | 10.3% | – |
| ODPODP Corp | COM | 350,000 | $10.6M | 3.1% | History |
| HPEHewlett Packard Enterprise Co | COM | 552,500 | $7.33M | 2.2% | History |
| MNTVMomentive Global Inc. | COM | 427,284 | $3.76M | 1.1% | History |
| CXMSprinklr, Inc. | CL A | 259,061 | $2.62M | 0.8% | History |
| Vonage Holdings Corp92886T201 | COM | 117,000 | $2.20M | 0.7% | – |
| PLNTPlanet Fitness, Inc. | CL A | 30,000 | $2.04M | 0.6% | History |
| Shaw Communications Inc82028K200 | CL B CONV | 65,000 | $1.92M | 0.6% | – |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 30,000 | $1.88M | 0.6% | – |
| ROGRogers Corp | COM | 7,000 | $1.83M | 0.5% | History |
| KSSKOHLS Corp | Stock | 50,000 | $1.78M | 0.5% | History |
| CHNGChange Healthcare Inc. | COM | 77,000 | $1.78M | 0.5% | History |
| NLSNNielsen Holdings plc | SHS EUR | 76,000 | $1.76M | 0.5% | History |
| PACKRanpak Holdings Corp. | COM CL A | 245,665 | $1.72M | 0.5% | History |
| TGNATegna Inc | COM | 80,000 | $1.68M | 0.5% | History |
| BKIBlack Knight, Inc. | COM | 25,000 | $1.64M | 0.5% | History |