EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 31
- 0 vs. Q1 2024
- Portfolio value
- $334.8M
- −$111.6M (−25.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BASECouchbase, Inc. | COM | 2,081,585 | $38.0M | 11.4% | +179,585+9.4% | Added | History |
| SMARSmartsheet Inc | COM CL A | 790,000 | $34.8M | 10.4% | +310,000+64.6% | Added | History |
| JAMFJamf Holding Corp. | COM | 1,570,000 | $25.9M | 7.7% | +1,160,000+282.9% | Added | History |
| WKCWorld Kinect Corp | COM | 850,000 | $21.9M | 6.6% | +105,000+14.1% | Added | History |
| ALITAlight, Inc. / Delaware | COM CL A | 2,350,000 | $17.3M | 5.2% | +1,195,000+103.5% | Added | History |
| GTXGarrett Motion Inc. | Stock | 1,900,000 | $16.3M | 4.9% | −259,700−12.0% | Reduced | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 1,475,000 | $15.8M | 4.7% | −545,000−27.0% | Reduced | History |
| VRNSVaronis Systems Inc | COM | 325,000 | $15.6M | 4.7% | +95,000+41.3% | Added | History |
| ECVTEcovyst Inc. | COM | 1,595,000 | $14.3M | 4.3% | −605,000−27.5% | Reduced | History |
| AXTAAxalta Coating Systems Ltd. | COM | 320,000 | $10.9M | 3.3% | −200,000−38.5% | Reduced | History |
| BLBDBlue Bird Corp | COM | 200,000 | $10.8M | 3.2% | −730,000−78.5% | Reduced | History |
| RSKDRiskified Ltd. | SHS CL A | 1,609,698 | $10.3M | 3.1% | −1,652,949−50.7% | Reduced | History |
| MBLYMobileye Global Inc. | Stock | 330,000 | $9.27M | 2.8% | +25,000+8.2% | Added | History |
| SRIStoneridge Inc | COM | 545,000 | $8.70M | 2.6% | +145,000+36.3% | Added | History |
| AVPTAvePoint, Inc. | COM CL A | 830,000 | $8.65M | 2.6% | −620,000−42.8% | Reduced | History |
| SSTISoundthinking, Inc. | COM | 618,000 | $7.53M | 2.2% | +8,000+1.3% | Added | History |
| AIC3.ai, Inc. | Stock | 257,500 | $7.46M | 2.2% | −117,500−31.3% | Reduced | History |
| KMXCarMax Inc | COM | 90,000 | $6.60M | 2.0% | +90,000 | New | History |
| GPNGlobal Payments Inc | Stock | 66,000 | $6.38M | 1.9% | +66,000 | New | History |
| MATMattel Inc | COM | 390,000 | $6.34M | 1.9% | +390,000 | New | History |
| TBLATaboola.com Ltd. | ORD SHS | 1,800,000 | $6.19M | 1.8% | −1,050,000−36.8% | Reduced | History |
| LADLithia Motors Inc | COM | 24,000 | $6.06M | 1.8% | +24,000 | New | History |
| RAMPLiveRamp Holdings, Inc. | COM | 190,000 | $5.88M | 1.8% | +190,000 | New | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 300,000 | $4.74M | 1.4% | −530,000−63.9% | Reduced | History |
| NWLNewell Brands Inc. | Stock | 660,000 | $4.23M | 1.3% | +510,000+340.0% | Added | History |
| CPSCooper-Standard Holdings Inc. | COM | 240,000 | $2.99M | 0.9% | 00.0% | Unchanged | History |
| MITKMitek Systems Inc | COM NEW | 264,466 | $2.96M | 0.9% | +264,466 | New | History |
| SVVSavers Value Village, Inc. | COM | 237,558 | $2.91M | 0.9% | −87,442−26.9% | Reduced | History |
| LPROOpen Lending Corp | COM | 494,323 | $2.76M | 0.8% | +494,323 | New | History |
| DBIDesigner Brands Inc. | CL A | 300,000 | $2.05M | 0.6% | +300,000 | New | History |
| STHOStar Holdings | SHS BEN INT | 90,500 | $1.09M | 0.3% | +6,000+7.1% | Added | History |
Sold out since Q1 2024 (8)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| PLAYDave & Buster's Entertainment, Inc. | COM | 600,000 | $37.6M | 8.4% | History |
| Walkme LtdM97628107 | ORD SHS | 3,031,752 | $26.1M | 5.8% | – |
| CNXCConcentrix Corp | Stock | 240,000 | $15.9M | 3.6% | History |
| GOOSCanada Goose Holdings Inc. | SHS SUB VTG | 565,000 | $6.81M | 1.5% | History |
| BKDBrookdale Senior Living Inc. | COM | 1,000,000 | $6.61M | 1.5% | History |
| Barnes Group Inc067806109 | COM | 148,912 | $5.53M | 1.2% | – |
| NOVASunnova Energy International Inc. | COM | 480,000 | $2.94M | 0.7% | History |
| JELDJELD-WEN Holding, Inc. | COM | 130,000 | $2.76M | 0.6% | History |