EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 30
- −4 vs. Q1 2023
- Portfolio value
- $374.1M
- −$26.1M (−6.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BASECouchbase, Inc. | COM | 2,070,000 | $32.7M | 8.8% | −562,000−21.4% | Reduced | History |
| Walkme LtdM97628107 | ORD SHS | 3,030,000 | $29.1M | 7.8% | +20,000+0.7% | Added | – |
| ECVTEcovyst Inc. | COM | 2,380,000 | $27.3M | 7.3% | +840,000+54.5% | Added | History |
| AVPTAvePoint, Inc. | COM CL A | 4,200,000 | $24.2M | 6.5% | −1,210,000−22.4% | Reduced | History |
| SPBSpectrum Brands Holdings, Inc. | COM | 295,000 | $23.0M | 6.2% | +135,000+84.4% | Added | History |
| SMARSmartsheet Inc | COM CL A | 540,000 | $20.7M | 5.5% | −20,000−3.6% | Reduced | History |
| AIC3.ai, Inc. | Stock | 550,000 | $20.0M | 5.4% | +120,000+27.9% | Added | History |
| VRNSVaronis Systems Inc | COM | 645,000 | $17.2M | 4.6% | +645,000 | New | History |
| RAMPLiveRamp Holdings, Inc. | COM | 600,000 | $17.1M | 4.6% | +600,000 | New | History |
| SAHSonic Automotive Inc | CL A | 350,000 | $16.7M | 4.5% | +80,000+29.6% | Added | History |
| ADNTAdient plc | Stock | 430,000 | $16.5M | 4.4% | +240,000+126.3% | Added | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 1,980,000 | $16.0M | 4.3% | −640,000−24.4% | Reduced | History |
| GTXGarrett Motion Inc. | Stock | 2,064,000 | $15.6M | 4.2% | +354,000+20.7% | Added | History |
| SSTISoundthinking, Inc. | COM | 560,000 | $12.2M | 3.3% | +39,922+7.7% | Added | History |
| PTVEPactiv Evergreen Inc. | COM | 1,600,000 | $12.1M | 3.2% | −20,000−1.2% | Reduced | History |
| AXTAAxalta Coating Systems Ltd. | COM | 300,000 | $9.84M | 2.6% | −110,000−26.8% | Reduced | History |
| SRIStoneridge Inc | COM | 520,000 | $9.80M | 2.6% | +175,000+50.7% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 1,900,000 | $9.23M | 2.5% | −900,000−32.1% | Reduced | History |
| LEALear Corp | COM NEW | 50,000 | $7.18M | 1.9% | +50,000 | New | History |
| SWKStanley Black & Decker, Inc. | COM | 75,000 | $7.03M | 1.9% | −13,000−14.8% | Reduced | History |
| NWLNewell Brands Inc. | Stock | 600,000 | $5.22M | 1.4% | +170,000+39.5% | Added | History |
| BWBabcock & Wilcox Enterprises, Inc. | COM | 800,000 | $4.72M | 1.3% | −427,500−34.8% | Reduced | History |
| MATMattel Inc | COM | 210,000 | $4.10M | 1.1% | +210,000 | New | History |
| GOOSCanada Goose Holdings Inc. | SHS SUB VTG | 200,000 | $3.56M | 1.0% | +200,000 | New | History |
| DBIDesigner Brands Inc. | CL A | 240,000 | $2.42M | 0.6% | −760,000−76.0% | Reduced | History |
| LZLegalzoom.com, Inc. | COM | 200,000 | $2.42M | 0.6% | +200,000 | New | History |
| PLCEChildrens Place, Inc. | COM | 100,000 | $2.32M | 0.6% | −165,000−62.3% | Reduced | History |
| SAMBoston Beer Co Inc | CL A | 7,000 | $2.16M | 0.6% | +7,000 | New | History |
| CXMSprinklr, Inc. | CL A | 140,000 | $1.94M | 0.5% | −974,600−87.4% | Reduced | History |
| CPSCooper-Standard Holdings Inc. | COM | 113,000 | $1.61M | 0.4% | −45,669−28.8% | Reduced | 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 |
|---|---|---|---|
| Newell Brands Inc651229906 | CALL | – | $287.5K |
Sold out since Q1 2023 (11)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| MGIMoneygram International Inc | COM NEW | 1,806,480 | $18.8M | 4.7% | History |
| AUDCAudiocodes Ltd | ORD | 399,295 | $6.02M | 1.5% | History |
| SSTKShutterstock, Inc. | COM | 80,000 | $5.81M | 1.5% | History |
| GFFGriffon Corp | COM | 180,000 | $5.76M | 1.4% | History |
| IASIntegral Ad Science Holding Corp. | COM | 370,000 | $5.28M | 1.3% | History |
| AMWDAmerican Woodmark Corp | COM | 86,000 | $4.48M | 1.1% | History |
| CUTRCutera Inc | COM | 150,000 | $3.54M | 0.9% | History |
| WWWWolverine World Wide Inc | COM | 205,000 | $3.50M | 0.9% | History |
| AZTAAzenta, Inc. | COM | 75,000 | $3.35M | 0.8% | History |
| GLDDGreat Lakes Dredge & Dock CORP | COM | 540,000 | $2.93M | 0.7% | History |
| Garrett Motion Inc.366505204 | COMM | 304,000 | $2.70M | 0.7% | – |