EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 37
- +4 vs. Q3 2024
- Portfolio value
- $295.6M
- −$99.4M (−25.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BASECouchbase, Inc. | COM | 2,590,000 | $40.4M | 13.7% | +50,000+2.0% | Added | History |
| WKCWorld Kinect Corp | COM | 710,000 | $19.5M | 6.6% | +440,000+163.0% | Added | History |
| JAMFJamf Holding Corp. | COM | 1,310,000 | $18.4M | 6.2% | −540,000−29.2% | Reduced | History |
| KMXCarMax Inc | COM | 200,000 | $16.4M | 5.5% | +40,000+25.0% | Added | History |
| BLBDBlue Bird Corp | COM | 410,000 | $15.8M | 5.4% | +260,000+173.3% | Added | History |
| ALITAlight, Inc. / Delaware | COM CL A | 2,280,000 | $15.8M | 5.3% | +330,000+16.9% | Added | History |
| GPNGlobal Payments Inc | Stock | 120,000 | $13.4M | 4.5% | −70,000−36.8% | Reduced | History |
| OECOrion S.A. | COM | 800,000 | $12.6M | 4.3% | +800,000 | New | History |
| LPROOpen Lending Corp | COM | 2,030,000 | $12.1M | 4.1% | +130,000+6.8% | Added | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 280,000 | $11.6M | 3.9% | +280,000 | New | History |
| NGVTIngevity Corp | COM | 280,000 | $11.4M | 3.9% | −135,000−32.5% | Reduced | History |
| NWLNewell Brands Inc. | Stock | 1,100,000 | $11.0M | 3.7% | −370,000−25.2% | Reduced | History |
| SMARSmartsheet Inc | COM CL A | 193,982 | $10.9M | 3.7% | −606,018−75.8% | Reduced | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 480,000 | $9.87M | 3.3% | −440,000−47.8% | Reduced | History |
| AIC3.ai, Inc. | Stock | 257,900 | $8.88M | 3.0% | −129,600−33.4% | Reduced | History |
| ECVTEcovyst Inc. | COM | 1,000,000 | $7.64M | 2.6% | −970,000−49.2% | Reduced | History |
| RUNSunrun Inc. | COM | 800,000 | $7.40M | 2.5% | +800,000 | New | History |
| OUSTOuster, Inc. | COM NEW | 437,200 | $5.34M | 1.8% | +437,200 | New | History |
| IONQIonQ, Inc. | COM | 110,000 | $4.59M | 1.6% | +110,000 | New | History |
| SSTISoundthinking, Inc. | COM | 340,000 | $4.44M | 1.5% | −219,000−39.2% | Reduced | History |
| UFPTUfp Technologies Inc | COM | 18,000 | $4.40M | 1.5% | +18,000 | New | History |
| GOGrocery Outlet Holding Corp. | COM | 275,000 | $4.29M | 1.5% | −655,000−70.4% | Reduced | History |
| ENFNEnfusion, Inc. | CL A | 400,000 | $4.12M | 1.4% | +400,000 | New | History |
| VRNSVaronis Systems Inc | COM | 70,000 | $3.11M | 1.1% | −221,000−75.9% | Reduced | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 175,000 | $2.67M | 0.9% | +175,000 | New | History |
| SCHLScholastic Corp | COM | 120,000 | $2.56M | 0.9% | +10,000+9.1% | Added | History |
| SEBSeaboard Corp | COM | 1,000 | $2.43M | 0.8% | −2,600−72.2% | Reduced | History |
| MATMattel Inc | COM | 120,000 | $2.13M | 0.7% | −295,000−71.1% | Reduced | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 410,000 | $1.99M | 0.7% | +410,000 | New | History |
| QBTSD-Wave Quantum Inc. | Stock | 230,600 | $1.94M | 0.7% | +230,600 | New | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 378,663 | $1.76M | 0.6% | +378,663 | New | History |
| PROPROS Holdings, Inc. | COM | 70,000 | $1.54M | 0.5% | −275,601−79.7% | Reduced | History |
| DBIDesigner Brands Inc. | CL A | 260,000 | $1.39M | 0.5% | +260,000 | New | History |
| SRIStoneridge Inc | COM | 200,000 | $1.25M | 0.4% | −670,000−77.0% | Reduced | History |
| STHOStar Holdings | SHS BEN INT | 100,000 | $973.0K | 0.3% | +6,922+7.4% | Added | History |
| SMRNuscale Power Corp | CL A COM | 50,000 | $896.5K | 0.3% | +50,000 | New | History |
| VUZIVuzix Corp | COM NEW | 180,000 | $709.2K | 0.2% | +180,000 | New | 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 |
|---|---|---|---|
| Dave & Busters Entmt Inc238337959 | PUT | – | $2.92M |
Sold out since Q3 2024 (10)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| GTXGarrett Motion Inc. | Stock | 1,395,520 | $11.4M | 2.9% | History |
| PRGOPERRIGO Co plc | SHS | 400,000 | $10.5M | 2.7% | History |
| MXLMaxlinear, Inc | COM | 560,000 | $8.11M | 2.1% | History |
| LESLLeslie's, Inc. | COM | 2,510,000 | $7.93M | 2.0% | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 700,000 | $7.79M | 2.0% | History |
| TBLATaboola.com Ltd. | ORD SHS | 1,603,037 | $5.39M | 1.4% | History |
| CPSCooper-Standard Holdings Inc. | COM | 200,000 | $2.77M | 0.7% | History |
| SVVSavers Value Village, Inc. | COM | 240,000 | $2.52M | 0.6% | History |
| AVPTAvePoint, Inc. | COM CL A | 100,000 | $1.18M | 0.3% | History |
| ENOVEnovis CORP | COM | 85,000 | $793.9K | 0.2% | History |