EVR Research LP — 13F Holdings & Portfolio
CIK 1843019 · latest 13F-HR filed 2026-08-13
EVR Research LP manages $202.5M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WKC (14.31%), GEF (9.19%), MEC (8.17%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 10, added to 11, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
RICHMOND, VA 23226
$202.5M
Long-equity book
28
Distinct positions
2026-06-30
Filed 2026-08-13
+9 / −10 / ↑11 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SONOCO PRODS CO$10.3M +238.6%
- GREIF INC$7.9M +73.5%
- WORLD KINECT CORPORATION$7.3M +33.7%
- STANDARDAERO INC$7.2M +169.5%
- MAYVILLE ENGR CO INC$5.4M +48.7%
Top Trims
- FLOOR & DECOR HLDGS INC-$2.8M -23.8%
- COOPER-STANDARD HOLDINGS INC-$2.4M -19.7%
- SELECT WATER SOLUTIONS INC-$2.1M -30.4%
- GATES INDL CORP PLC-$1.4M -38.1%
- DRIVEN BRANDS HLDGS INC-$1.2M -18.1%
New Positions
- MAGNITE INC$9.1M
- ACV AUCTIONS INC$8.2M
- MEDIAALPHA INC$5.5M
- INTERNATIONAL FLAVORS&FRAGRA$2.8M
- NEWELL BRANDS INC$2.6M
Exited Positions
- NATIONAL PRESTO INDS INC$8.9M
- OMNICELL COM$5.8M
- COSTAR GROUP INC$5.2M
- ENOVIS CORPORATION$5.1M
- WEYERHAEUSER CO$4.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WORLD KINECT CORPORATION | WKC | 981475106 | $29.0M | 14.31% | 880,000 | SH |
| 2 | GREIF INC | GEF | 397624107 | $18.6M | 9.19% | 250,000 | SH |
| 3 | MAYVILLE ENGR CO INC | MEC | 578605107 | $16.6M | 8.17% | 441,908 | SH |
| 4 | SONOCO PRODS CO | SON | 835495102 | $14.7M | 7.23% | 260,000 | SH |
| 5 | STANDARDAERO INC | SARO | 85423L103 | $11.5M | 5.67% | 384,000 | SH |
| 6 | COOPER-STANDARD HOLDINGS INC | CPS | 21676P103 | $9.7M | 4.81% | 360,000 | SH |
| 7 | MAGNITE INC | MGNI | 55955D100 | $9.1M | 4.50% | 480,000 | SH |
| 8 | TITAN MACHY INC | TITN | 88830R101 | $9.1M | 4.49% | 430,200 | SH |
| 9 | FLOOR & DECOR HLDGS INC | FND | 339750101 | $8.9M | 4.40% | 150,000 | SH |
| 10 | DANA INC | DAN | 235825205 | $8.7M | 4.30% | 320,000 | SH |
| 11 | ACV AUCTIONS INC | ACVA | 00091G104 | $8.2M | 4.03% | 1,135,000 | SH |
| 12 | HEARTLAND EXPRESS INC | HTLD | 422347104 | $7.3M | 3.61% | 480,000 | SH |
| 13 | DRIVEN BRANDS HLDGS INC | DRVN | 26210V102 | $5.6M | 2.75% | 400,000 | SH |
| 14 | MEDIAALPHA INC | MAX | 58450V104 | $5.5M | 2.73% | 440,000 | SH |
| 15 | STONERIDGE INC | SRI | 86183P102 | $5.1M | 2.53% | 700,000 | SH |
| 16 | SELECT WATER SOLUTIONS INC | WTTR | 81617J301 | $4.8M | 2.37% | 240,000 | SH |
| 17 | NATIONAL CINEMEDIA INC | NCMI | 635309206 | $4.4M | 2.18% | 1,160,000 | SH |
| 18 | TECHTARGET INC | TTGT | 87874R308 | $4.4M | 2.16% | 1,215,000 | SH |
| 19 | INTERNATIONAL FLAVORS&FRAGRA | IFF | 459506101 | $2.8M | 1.37% | 35,000 | SH |
| 20 | NEWELL BRANDS INC | NWL | 651229106 | $2.6M | 1.30% | 430,000 | SH |
| 21 | ANTERIX INC | ATEX | 03676C100 | $2.6M | 1.27% | 25,000 | SH |
| 22 | ARHAUS INC | ARHS | 04035M102 | $2.4M | 1.21% | 290,000 | SH |
| 23 | MASTERBRAND INC | MBC | 57638P104 | $2.4M | 1.17% | 230,000 | SH |
| 24 | TRIMAS CORP | TRS | 896215209 | $2.3M | 1.11% | 50,000 | SH |
| 25 | GATES INDL CORP PLC | GTES | G39108108 | $2.2M | 1.10% | 80,000 | SH |
| 26 | AMERICAN VANGUARD CORP | AVD | 030371108 | $2.2M | 1.07% | 775,000 | SH |
| 27 | KFORCE INC | KFRC | 493732101 | $1.2M | 0.58% | 25,000 | SH |
| 28 | WABASH NATL CORP | WNC | 929566107 | $783.0K | 0.39% | 58,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $202.5M | 28 | 0001843019-26-000004 |
| 2026-03-31 | 2026-05-14 | $250.0M | 30 | 0001843019-26-000003 |
| 2025-12-31 | 2026-02-17 | $185.3M | 33 | 0001843019-26-000002 |
| 2025-09-30 | 2025-11-13 | $167.2M | 26 | 0001843019-25-000005 |