EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 26
- −1 vs. Q2 2025
- Portfolio value
- $167.2M
- −$23.8M (−12.5%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PROPROS Holdings, Inc. | COM | 2,000,000 | $45.8M | 27.4% | +200,000+11.1% | Added | History |
| DANDANA Inc | COM | 800,000 | $16.0M | 9.6% | −90,000−10.1% | Reduced | History |
| WKCWorld Kinect Corp | COM | 600,000 | $15.6M | 9.3% | +20,000+3.4% | Added | History |
| JAMFJamf Holding Corp. | COM | 1,200,000 | $12.8M | 7.7% | +480,000+66.7% | Added | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 900,000 | $9.62M | 5.8% | +120,000+15.4% | Added | History |
| CPSCooper-Standard Holdings Inc. | COM | 175,000 | $6.46M | 3.9% | +175,000 | New | History |
| TTGTTechTarget, Inc. | COM NEW | 1,010,000 | $5.87M | 3.5% | +1,010,000 | New | History |
| GTGoodyear Tire & Rubber Co | COM | 700,000 | $5.24M | 3.1% | −300,000−30.0% | Reduced | History |
| SCHLScholastic Corp | COM | 190,000 | $5.20M | 3.1% | +70,270+58.7% | Added | History |
| PRKSUnited Parks & Resorts Inc. | COM | 100,000 | $5.17M | 3.1% | +100,000 | New | History |
| NPKNational Presto Industries Inc | COM | 41,000 | $4.60M | 2.8% | +41,000 | New | History |
| TITNTitan Machinery Inc. | COM | 250,000 | $4.18M | 2.5% | +50,000+25.0% | Added | History |
| CCOClear Channel Outdoor Holdings, Inc. | COM | 2,500,000 | $3.95M | 2.4% | +2,500,000 | New | History |
| TWITitan International Inc | COM | 510,000 | $3.86M | 2.3% | −890,000−63.6% | Reduced | History |
| AIC3.ai, Inc. | Stock | 185,400 | $3.21M | 1.9% | +57,500+45.0% | Added | History |
| NWLNewell Brands Inc. | Stock | 600,000 | $3.14M | 1.9% | −150,000−20.0% | Reduced | History |
| MYEMyers Industries Inc | COM | 180,000 | $3.05M | 1.8% | +80,000+80.0% | Added | History |
| SENEASeneca Foods Corp | CL A | 21,000 | $2.27M | 1.4% | +21,000 | New | History |
| SONSonoco Products Co | COM | 50,000 | $2.15M | 1.3% | +50,000 | New | History |
| FTKFlotek Industries Inc | COM NEW | 140,000 | $2.04M | 1.2% | +140,000 | New | History |
| WNCWabash National Corp | COM | 200,000 | $1.97M | 1.2% | +200,000 | New | History |
| AVDAmerican Vanguard Corp | COM | 340,000 | $1.95M | 1.2% | +196,216+136.5% | Added | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 50,000 | $1.24M | 0.7% | −525,000−91.3% | Reduced | History |
| ARHSArhaus, Inc. | COM CL A | 100,000 | $1.06M | 0.6% | +100,000 | New | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 25,000 | $329.3K | 0.2% | +25,000 | New | History |
| STHOStar Holdings | SHS BEN INT | 40,000 | $329.2K | 0.2% | −30,000−42.9% | Reduced | History |
Sold out since Q2 2025 (12)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| ASTSAST SpaceMobile, Inc. | COM CL A | 330,000 | $15.4M | 8.1% | History |
| ALITAlight, Inc. / Delaware | COM CL A | 2,500,000 | $14.2M | 7.4% | History |
| UFPTUfp Technologies Inc | COM | 20,634 | $5.04M | 2.6% | History |
| ECVTEcovyst Inc. | COM | 600,000 | $4.94M | 2.6% | History |
| RKTRocket Companies, Inc. | Stock | 300,000 | $4.25M | 2.2% | History |
| UWMCUWM Holdings Corp | COM CL A | 1,011,825 | $4.19M | 2.2% | History |
| EOSEEos Energy Enterprises, Inc. | COM CL A | 760,000 | $3.89M | 2.0% | History |
| SMRNuscale Power Corp | CL A COM | 90,000 | $3.56M | 1.9% | History |
| BLBDBlue Bird Corp | COM | 80,000 | $3.45M | 1.8% | History |
| RDWRedwire Corp | Stock | 105,000 | $1.71M | 0.9% | History |
| UUnity Software Inc. | COM | 60,000 | $1.45M | 0.8% | History |
| SHOEShoe Station Group Inc | COM | 65,000 | $1.22M | 0.6% | History |