EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 27
- −3 vs. Q1 2025
- Portfolio value
- $191.0M
- −$30.5M (−13.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PROPROS Holdings, Inc. | COM | 1,800,000 | $28.2M | 14.8% | +1,072,178+147.3% | Added | History |
| WKCWorld Kinect Corp | COM | 580,000 | $16.4M | 8.6% | −130,000−18.3% | Reduced | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 330,000 | $15.4M | 8.1% | +40,000+13.8% | Added | History |
| DANDANA Inc | COM | 890,000 | $15.3M | 8.0% | +260,000+41.3% | Added | History |
| TWITitan International Inc | COM | 1,400,000 | $14.4M | 7.5% | +300,000+27.3% | Added | History |
| ALITAlight, Inc. / Delaware | COM CL A | 2,500,000 | $14.2M | 7.4% | −310,239−11.0% | Reduced | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 575,000 | $13.2M | 6.9% | +205,000+55.4% | Added | History |
| GTGoodyear Tire & Rubber Co | COM | 1,000,000 | $10.4M | 5.4% | +1,000,000 | New | History |
| JAMFJamf Holding Corp. | COM | 720,000 | $6.85M | 3.6% | +20,000+2.9% | Added | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 780,000 | $6.74M | 3.5% | −140,000−15.2% | Reduced | History |
| UFPTUfp Technologies Inc | COM | 20,634 | $5.04M | 2.6% | +5,811+39.2% | Added | History |
| ECVTEcovyst Inc. | COM | 600,000 | $4.94M | 2.6% | −250,000−29.4% | Reduced | History |
| RKTRocket Companies, Inc. | Stock | 300,000 | $4.25M | 2.2% | +300,000 | New | History |
| UWMCUWM Holdings Corp | COM CL A | 1,011,825 | $4.19M | 2.2% | +1,011,825 | New | History |
| NWLNewell Brands Inc. | Stock | 750,000 | $4.05M | 2.1% | −650,000−46.4% | Reduced | History |
| TITNTitan Machinery Inc. | COM | 200,000 | $3.96M | 2.1% | +20,000+11.1% | Added | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 760,000 | $3.89M | 2.0% | +340,000+81.0% | Added | History |
| SMRNuscale Power Corp | CL A COM | 90,000 | $3.56M | 1.9% | −50,000−35.7% | Reduced | History |
| BLBDBlue Bird Corp | COM | 80,000 | $3.45M | 1.8% | −345,000−81.2% | Reduced | History |
| AIC3.ai, Inc. | Stock | 127,900 | $3.14M | 1.6% | −5,000−3.8% | Reduced | History |
| SCHLScholastic Corp | COM | 119,730 | $2.51M | 1.3% | −10,270−7.9% | Reduced | History |
| RDWRedwire Corp | Stock | 105,000 | $1.71M | 0.9% | +57,081+119.1% | Added | History |
| UUnity Software Inc. | COM | 60,000 | $1.45M | 0.8% | +60,000 | New | History |
| MYEMyers Industries Inc | COM | 100,000 | $1.45M | 0.8% | +100,000 | New | History |
| SHOEShoe Station Group Inc | COM | 65,000 | $1.22M | 0.6% | +65,000 | New | History |
| AVDAmerican Vanguard Corp | COM | 143,784 | $563.6K | 0.3% | +143,784 | New | History |
| STHOStar Holdings | SHS BEN INT | 70,000 | $546.7K | 0.3% | −40,000−36.4% | Reduced | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2025 (10)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| BASECouchbase, Inc. | COM | 2,550,000 | $40.2M | 18.1% | History |
| GPNGlobal Payments Inc | Stock | 90,000 | $8.81M | 4.0% | History |
| KMXCarMax Inc | COM | 90,000 | $7.01M | 3.2% | History |
| DGDollar General Corp | COM | 70,000 | $6.16M | 2.8% | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,300,000 | $5.73M | 2.6% | History |
| LPROOpen Lending Corp | COM | 2,075,000 | $5.73M | 2.6% | History |
| DBDDiebold Nixdorf, Inc | COM SHS | 55,667 | $2.43M | 1.1% | History |
| GDOTGreen Dot Corp | CL A | 100,000 | $844.0K | 0.4% | History |
| SSTISoundthinking, Inc. | COM | 33,520 | $568.2K | 0.3% | History |
| VUZIVuzix Corp | COM NEW | 100,000 | $204.0K | 0.1% | History |