EVR Research LP 13F holdings
EVR Research LP reported 28 positions with a total reported value of $202.5M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: WKC WORLD KINECT CORPORATION (14.3%), GEF GREIF INC (9.2%), MAYVILLE ENGR CO INC (8.2%), SONOCO PRODS CO (7.2%), SARO STANDARDAERO INC (5.7%). Against 2026-03-31 it opened 9 new positions and exited 10. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 28 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| WKC WORLD KINECT CORPORATION | 880,000 | $29.0M | 14.3% |
| GEF GREIF INC | 250,000 | $18.6M | 9.2% |
| MAYVILLE ENGR CO INC | 441,908 | $16.6M | 8.2% |
| SONOCO PRODS CO | 260,000 | $14.7M | 7.2% |
| SARO STANDARDAERO INC | 384,000 | $11.5M | 5.7% |
| CPS COOPER-STANDARD HOLDINGS INC | 360,000 | $9.7M | 4.8% |
| MGNI MAGNITE INC | 480,000 | $9.1M | 4.5% |
| TITAN MACHY INC | 430,200 | $9.1M | 4.5% |
| FND FLOOR & DECOR HLDGS INC | 150,000 | $8.9M | 4.4% |
| DAN DANA INC | 320,000 | $8.7M | 4.3% |
| ACVA ACV AUCTIONS INC | 1,135,000 | $8.2M | 4.0% |
| HTLD HEARTLAND EXPRESS INC | 480,000 | $7.3M | 3.6% |
| DRVN DRIVEN BRANDS HLDGS INC | 400,000 | $5.6M | 2.8% |
| MAX MEDIAALPHA INC | 440,000 | $5.5M | 2.7% |
| SRI STONERIDGE INC | 700,000 | $5.1M | 2.5% |
| WTTR SELECT WATER SOLUTIONS INC | 240,000 | $4.8M | 2.4% |
| NCMI NATIONAL CINEMEDIA INC | 1,160,000 | $4.4M | 2.2% |
| TTGT TECHTARGET INC | 1,215,000 | $4.4M | 2.2% |
| IFF INTERNATIONAL FLAVORS&FRAGRA | 35,000 | $2.8M | 1.4% |
| NWL NEWELL BRANDS INC | 430,000 | $2.6M | 1.3% |
| ATEX ANTERIX INC | 25,000 | $2.6M | 1.3% |
| ARHS ARHAUS INC | 290,000 | $2.4M | 1.2% |
| MBC MASTERBRAND INC | 230,000 | $2.4M | 1.2% |
| TRS TRIMAS CORP | 50,000 | $2.3M | 1.1% |
| GATES INDL CORP PLC | 80,000 | $2.2M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MGNI MAGNITE INC | 480,000 | $9.1M | 4.5% |
| ACVA ACV AUCTIONS INC | 1,135,000 | $8.2M | 4.0% |
| MAX MEDIAALPHA INC | 440,000 | $5.5M | 2.7% |
| IFF INTERNATIONAL FLAVORS&FRAGRA | 35,000 | $2.8M | 1.4% |
| NWL NEWELL BRANDS INC | 430,000 | $2.6M | 1.3% |
| ATEX ANTERIX INC | 25,000 | $2.6M | 1.3% |
| TRS TRIMAS CORP | 50,000 | $2.3M | 1.1% |
| KFRC KFORCE INC | 25,000 | $1.2M | 0.6% |
| WABASH NATL CORP | 58,000 | $783.0K | 0.4% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 10 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| NPK NATIONAL PRESTO INDS INC | 65,000 | $8.9M | 5.1% |
| OMCL OMNICELL COM | 173,000 | $5.8M | 3.3% |
| CSGP COSTAR GROUP INC | 130,000 | $5.2M | 3.0% |
| ENOV ENOVIS CORPORATION | 225,000 | $5.1M | 2.9% |
| WY WEYERHAEUSER CO | 200,000 | $4.9M | 2.8% |
| SCHL SCHOLASTIC CORP | 110,000 | $4.3M | 2.4% |
| LITHIA MTRS INC | 15,000 | $3.7M | 2.1% |
| SENEA SENECA FOODS CORP NEW | 23,000 | $3.5M | 2.0% |
| CE CELANESE CORP DEL | 40,000 | $2.6M | 1.5% |
| CCO CLEAR CHANNEL OUTDOOR HLDGS | 485,000 | $1.1M | 0.7% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SONOCO PRODS CO | 80,000 | 260,000 | +225.0% | $14.7M |
| GEF GREIF INC | 160,000 | 250,000 | +56.2% | $18.6M |
| SARO STANDARDAERO INC | 165,000 | 384,000 | +132.7% | $11.5M |
| DAN DANA INC | 200,000 | 320,000 | +60.0% | $8.7M |
| HTLD HEARTLAND EXPRESS INC | 330,000 | 480,000 | +45.5% | $7.3M |
| AVD AMERICAN VANGUARD CORP | 720,000 | 775,000 | +7.6% | $2.2M |
| NCMI NATIONAL CINEMEDIA INC | 1,130,000 | 1,160,000 | +2.7% | $4.4M |
| TITAN MACHY INC | 425,000 | 430,200 | +1.2% | $9.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MAYVILLE ENGR CO INC | 620,000 | 441,908 | -28.7% | $16.6M |
| FND FLOOR & DECOR HLDGS INC | 230,000 | 150,000 | -34.8% | $8.9M |
| WTTR SELECT WATER SOLUTIONS INC | 450,000 | 240,000 | -46.7% | $4.8M |
| GATES INDL CORP PLC | 160,000 | 80,000 | -50.0% | $2.2M |
| CPS COOPER-STANDARD HOLDINGS INC | 435,000 | 360,000 | -17.2% | $9.7M |
| WKC WORLD KINECT CORPORATION | 940,000 | 880,000 | -6.4% | $29.0M |
| DRVN DRIVEN BRANDS HLDGS INC | 540,000 | 400,000 | -25.9% | $5.6M |
| ARHS ARHAUS INC | 500,000 | 290,000 | -42.0% | $2.4M |
| MBC MASTERBRAND INC | 300,000 | 230,000 | -23.3% | $2.4M |
| SRI STONERIDGE INC | 770,000 | 700,000 | -9.1% | $5.1M |
| TTGT TECHTARGET INC | 1,280,000 | 1,215,000 | -5.1% | $4.4M |
CIK 1843019 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
