EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 33
- +7 vs. Q3 2025
- Portfolio value
- $185.3M
- +$18.1M (+10.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DANDANA Inc | COM | 730,000 | $17.3M | 9.4% | −70,000−8.8% | Reduced | History |
| WKCWorld Kinect Corp | COM | 740,000 | $17.3M | 9.4% | +140,000+23.3% | Added | History |
| CPSCooper-Standard Holdings Inc. | COM | 375,000 | $12.3M | 6.6% | +200,000+114.3% | Added | History |
| GEFGreif, Inc | CL A | 175,000 | $11.8M | 6.4% | +175,000 | New | History |
| MECMayville Engineering Company, Inc. | COM | 605,000 | $11.3M | 6.1% | +605,000 | New | History |
| SONSonoco Products Co | COM | 220,000 | $9.60M | 5.2% | +170,000+340.0% | Added | History |
| AIC3.ai, Inc. | Stock | 600,400 | $8.09M | 4.4% | +415,000+223.8% | Added | History |
| NPKNational Presto Industries Inc | COM | 75,000 | $8.01M | 4.3% | +34,000+82.9% | Added | History |
| DGDollar General Corp | COM | 55,000 | $7.30M | 3.9% | +55,000 | New | History |
| TITNTitan Machinery Inc. | COM | 465,000 | $6.99M | 3.8% | +215,000+86.0% | Added | History |
| TTGTTechTarget, Inc. | COM NEW | 1,165,130 | $6.29M | 3.4% | +155,130+15.4% | Added | History |
| SCHLScholastic Corp | COM | 210,000 | $6.22M | 3.4% | +20,000+10.5% | Added | History |
| NGVTIngevity Corp | COM | 100,000 | $5.92M | 3.2% | +100,000 | New | History |
| CECelanese Corp | Stock | 137,000 | $5.79M | 3.1% | +137,000 | New | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 500,000 | $5.26M | 2.8% | −400,000−44.4% | Reduced | History |
| CCOClear Channel Outdoor Holdings, Inc. | COM | 2,350,000 | $5.19M | 2.8% | −150,000−6.0% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 85,000 | $5.18M | 2.8% | +85,000 | New | History |
| TWITitan International Inc | COM | 530,000 | $4.15M | 2.2% | +20,000+3.9% | Added | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 170,000 | $3.65M | 2.0% | +120,000+240.0% | Added | History |
| SPSCSPS Commerce Inc | COM | 40,000 | $3.57M | 1.9% | +40,000 | New | History |
| SPTSprout Social, Inc. | COM CL A | 300,000 | $3.38M | 1.8% | +300,000 | New | History |
| VRNSVaronis Systems Inc | COM | 85,000 | $2.79M | 1.5% | +85,000 | New | History |
| SENEASeneca Foods Corp | CL A | 23,000 | $2.54M | 1.4% | +2,000+9.5% | Added | History |
| AVDAmerican Vanguard Corp | COM | 618,657 | $2.36M | 1.3% | +278,657+82.0% | Added | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 200,000 | $2.21M | 1.2% | +175,000+700.0% | Added | History |
| NXQuanex Building Products CORP | COM | 130,000 | $2.00M | 1.1% | +130,000 | New | History |
| UNFUnifirst Corp | COM | 10,000 | $1.93M | 1.0% | +10,000 | New | History |
| RCATRed Cat Holdings, Inc. | Stock | 215,000 | $1.70M | 0.9% | +215,000 | New | History |
| ARHSArhaus, Inc. | COM CL A | 150,000 | $1.68M | 0.9% | +50,000+50.0% | Added | History |
| NWLNewell Brands Inc. | Stock | 400,000 | $1.49M | 0.8% | −200,000−33.3% | Reduced | History |
| CTRNCiti Trends Inc | COM | 30,000 | $1.25M | 0.7% | +30,000 | New | History |
| NCMINational CineMedia, Inc. | COM NEW | 100,000 | $389.0K | 0.2% | +100,000 | New | History |
| RDWRedwire Corp | Stock | 26,667 | $202.7K | 0.1% | +26,667 | New | History |
Sold out since Q3 2025 (8)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| PROPROS Holdings, Inc. | COM | 2,000,000 | $45.8M | 27.4% | History |
| JAMFJamf Holding Corp. | COM | 1,200,000 | $12.8M | 7.7% | History |
| GTGoodyear Tire & Rubber Co | COM | 700,000 | $5.24M | 3.1% | History |
| PRKSUnited Parks & Resorts Inc. | COM | 100,000 | $5.17M | 3.1% | History |
| MYEMyers Industries Inc | COM | 180,000 | $3.05M | 1.8% | History |
| FTKFlotek Industries Inc | COM NEW | 140,000 | $2.04M | 1.2% | History |
| WNCWabash National Corp | COM | 200,000 | $1.97M | 1.2% | History |
| STHOStar Holdings | SHS BEN INT | 40,000 | $329.2K | 0.2% | History |