EVR Research LP
- SEC CIK
- 0001843019
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 28
- −1 vs. Q1 2026
- Portfolio value
- $202.5M
- +$27.0M (+15.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WKCWorld Kinect Corp | COM | 880,000 | $29.0M | 14.3% | −60,000−6.4% | Reduced | History |
| GEFGreif, Inc | CL A | 250,000 | $18.6M | 9.2% | +90,000+56.3% | Added | History |
| MECMayville Engineering Company, Inc. | COM | 441,908 | $16.6M | 8.2% | −178,092−28.7% | Reduced | History |
| SONSonoco Products Co | COM | 260,000 | $14.7M | 7.2% | +180,000+225.0% | Added | History |
| SAROStandardAero, Inc. | COM | 384,000 | $11.5M | 5.7% | +219,000+132.7% | Added | History |
| CPSCooper-Standard Holdings Inc. | COM | 360,000 | $9.74M | 4.8% | −75,000−17.2% | Reduced | History |
| MGNIMagnite, Inc. | COM | 480,000 | $9.11M | 4.5% | +480,000 | New | History |
| TITNTitan Machinery Inc. | COM | 430,200 | $9.09M | 4.5% | +5,200+1.2% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 150,000 | $8.90M | 4.4% | −80,000−34.8% | Reduced | History |
| DANDANA Inc | COM | 320,000 | $8.71M | 4.3% | +120,000+60.0% | Added | History |
| ACVAACV Auctions Inc. | COM CL A | 1,135,000 | $8.16M | 4.0% | +1,135,000 | New | History |
| HTLDHeartland Express Inc | COM | 480,000 | $7.31M | 3.6% | +150,000+45.5% | Added | History |
| DRVNDriven Brands Holdings Inc. | COM | 400,000 | $5.58M | 2.8% | −140,000−25.9% | Reduced | History |
| MAXMediaAlpha, Inc. | CL A | 440,000 | $5.53M | 2.7% | +440,000 | New | History |
| SRIStoneridge Inc | COM | 700,000 | $5.12M | 2.5% | −70,000−9.1% | Reduced | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 240,000 | $4.80M | 2.4% | −210,000−46.7% | Reduced | History |
| NCMINational CineMedia, Inc. | COM NEW | 1,160,000 | $4.41M | 2.2% | +30,000+2.7% | Added | History |
| TTGTTechTarget, Inc. | COM NEW | 1,215,000 | $4.37M | 2.2% | −65,000−5.1% | Reduced | History |
| IFFInternational Flavors & Fragrances Inc | COM | 35,000 | $2.77M | 1.4% | +35,000 | New | History |
| NWLNewell Brands Inc. | Stock | 430,000 | $2.64M | 1.3% | +430,000 | New | History |
| ATEXAnterix Inc. | COM | 25,000 | $2.57M | 1.3% | +25,000 | New | History |
| ARHSArhaus, Inc. | COM CL A | 290,000 | $2.44M | 1.2% | −210,000−42.0% | Reduced | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 230,000 | $2.37M | 1.2% | −70,000−23.3% | Reduced | History |
| TRSTrimas Corp | COM NEW | 50,000 | $2.25M | 1.1% | +50,000 | New | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 80,000 | $2.24M | 1.1% | −80,000−50.0% | Reduced | History |
| AVDAmerican Vanguard Corp | COM | 775,000 | $2.17M | 1.1% | +55,000+7.6% | Added | History |
| KFRCKforce Inc | COM | 25,000 | $1.17M | 0.6% | +25,000 | New | History |
| WNCWabash National Corp | COM | 58,000 | $783.0K | 0.4% | +58,000 | New | History |
Sold out since Q1 2026 (10)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| NPKNational Presto Industries Inc | COM | 65,000 | $8.91M | 5.1% | History |
| OMCLOmnicell, Inc. | COM | 173,000 | $5.77M | 3.3% | History |
| CSGPCostar Group, Inc. | COM | 130,000 | $5.24M | 3.0% | History |
| ENOVEnovis CORP | COM | 225,000 | $5.12M | 2.9% | History |
| WYWeyerhaeuser Co | COM NEW | 200,000 | $4.89M | 2.8% | History |
| SCHLScholastic Corp | COM | 110,000 | $4.30M | 2.4% | History |
| LADLithia Motors Inc | COM | 15,000 | $3.75M | 2.1% | History |
| SENEASeneca Foods Corp | CL A | 23,000 | $3.48M | 2.0% | History |
| CECelanese Corp | Stock | 40,000 | $2.63M | 1.5% | History |
| CCOClear Channel Outdoor Holdings, Inc. | COM | 485,000 | $1.15M | 0.7% | History |