EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 34
- +3 vs. Q3 2022
- Portfolio value
- $321.0M
- −$16.0M (−4.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Walkme LtdM97628107 | ORD SHS | 3,109,515 | $34.8M | 10.8% | −67,485−2.1% | Reduced | – |
| SMARSmartsheet Inc | COM CL A | 810,000 | $31.9M | 9.9% | −210,000−20.6% | Reduced | History |
| BASECouchbase, Inc. | COM | 2,372,155 | $31.5M | 9.8% | +252,155+11.9% | Added | History |
| AVPTAvePoint, Inc. | COM CL A | 4,833,098 | $19.9M | 6.2% | +670,098+16.1% | Added | History |
| SSTISoundthinking, Inc. | COM | 550,000 | $18.6M | 5.8% | −50,000−8.3% | Reduced | History |
| PTVEPactiv Evergreen Inc. | COM | 1,545,000 | $17.6M | 5.5% | −225,000−12.7% | Reduced | History |
| SAHSonic Automotive Inc | CL A | 348,000 | $17.1M | 5.3% | +48,000+16.0% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 3,200,000 | $14.8M | 4.6% | +500,000+18.5% | Added | History |
| MGIMoneygram International Inc | COM NEW | 1,200,000 | $13.1M | 4.1% | −1,743,000−59.2% | Reduced | History |
| VRNSVaronis Systems Inc | COM | 542,700 | $13.0M | 4.0% | +542,700 | New | History |
| Garrett Motion Inc.366505204 | COMM | 1,665,000 | $12.7M | 4.0% | +1,361,000+447.7% | Added | – |
| UAUnder Armour, Inc. | CL C | 1,130,000 | $10.1M | 3.1% | −637,000−36.0% | Reduced | History |
| CUTRCutera Inc | COM | 180,000 | $7.96M | 2.5% | −220,000−55.0% | Reduced | History |
| KBALKimball International Inc | CL B | 1,088,000 | $7.07M | 2.2% | +18,000+1.7% | Added | History |
| GFFGriffon Corp | COM | 180,000 | $6.44M | 2.0% | +40,000+28.6% | Added | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 652,087 | $6.03M | 1.9% | +652,087 | New | History |
| JWNNordstrom Inc | Stock | 320,000 | $5.16M | 1.6% | +320,000 | New | History |
| AXTAAxalta Coating Systems Ltd. | COM | 200,000 | $5.09M | 1.6% | +200,000 | New | History |
| BWBabcock & Wilcox Enterprises, Inc. | COM | 840,000 | $4.85M | 1.5% | +840,000 | New | History |
| CXMSprinklr, Inc. | CL A | 570,000 | $4.66M | 1.5% | +570,000 | New | History |
| PLCEChildrens Place, Inc. | COM | 110,000 | $4.01M | 1.2% | +110,000 | New | History |
| WWWWolverine World Wide Inc | COM | 335,000 | $3.66M | 1.1% | +335,000 | New | History |
| ZUMZZumiez Inc | COM | 157,000 | $3.41M | 1.1% | +157,000 | New | History |
| SRIStoneridge Inc | COM | 152,000 | $3.28M | 1.0% | +39,167+34.7% | Added | History |
| ASPNAspen Aerogels Inc | COM | 275,000 | $3.24M | 1.0% | +275,000 | New | History |
| ADNTAdient plc | Stock | 92,000 | $3.19M | 1.0% | +92,000 | New | History |
| CRMSalesforce, Inc. | Stock | 22,000 | $2.92M | 0.9% | −21,000−48.8% | Reduced | History |
| HASHasbro, Inc. | COM | 47,000 | $2.87M | 0.9% | +47,000 | New | History |
| DBIDesigner Brands Inc. | CL A | 280,000 | $2.74M | 0.9% | +280,000 | New | History |
| AMZNAmazon Com Inc | Stock | 32,000 | $2.69M | 0.8% | −9,500−22.9% | Reduced | History |
| GTXGarrett Motion Inc. | Stock | 304,000 | $2.64M | 0.8% | −1,436,000−82.5% | Reduced | History |
| EWCZEuropean Wax Center, Inc. | CLASS A COM | 190,000 | $2.37M | 0.7% | +190,000 | New | History |
| AUDCAudiocodes Ltd | ORD | 60,000 | $1.07M | 0.3% | +60,000 | New | History |
| SPBSpectrum Brands Holdings, Inc. | COM | 275,000 | $811.3K | 0.3% | +5,000+1.9% | Added | History |
Options (1)
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 | – | $10.5M |
Sold out since Q3 2022 (12)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| LFGArchaea Energy Inc. | COM CL A | 734,000 | $13.2M | 3.9% | History |
| VVVValvoline Inc | COM | 420,000 | $10.6M | 3.2% | History |
| ERIIEnergy Recovery, Inc. | COM | 315,555 | $6.86M | 2.0% | History |
| ACVAACV Auctions Inc. | COM CL A | 875,000 | $6.29M | 1.9% | History |
| SIXSix Flags Entertainment Corp | COM | 300,000 | $5.31M | 1.6% | History |
| ONTFON24 Inc. | COM | 593,189 | $5.22M | 1.5% | History |
| SPSP Plus Corp | COM | 140,000 | $4.38M | 1.3% | History |
| PDPagerDuty, Inc. | COM | 170,000 | $3.92M | 1.2% | History |
| AMRSAmyris, Inc. | COM NEW | 900,000 | $2.63M | 0.8% | History |
| NEWRNew Relic, Inc. | COM | 45,000 | $2.58M | 0.8% | History |
| DNOWDNOW Inc. | COM | 252,462 | $2.54M | 0.8% | History |
| ENREnergizer Holdings, Inc. | COM | 100,000 | $2.51M | 0.7% | History |