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 and exited 10; 11 existing positions rose in reported value and 8 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-13
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 67.1%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated May 26, 2026.
SUITE 3
RICHMOND, VA 23226
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| EVR RESEARCH GP, LLC Control | GENERAL PARTNER since Jun 2015 | Less than 5% | Domestic Entity |
| JOFFE, BENJAMIN, WOLF Control | PRESIDENT, CHIEF INVESTMENT OFFICER, LIMITED PARTNER since Feb 2016 | 75% or more | Individual |
| WEBB, DEREK, JOHN Control | CCO/CFO/COO since Dec 2024 | Less than 5% | Individual |
| JOFFE, BENJAMIN, WOLF Control Indirect owner via EVR RESEARCH GP, LLC | MANAGING MEMBER since Jun 2015 | 75% or more | Individual |
Ownership & leadership changes · 3 filings with changes since Jan 29, 2019
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedTHURMAN, KAROLINE, CABELL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2024
- AddedWEBB, DEREK, JOHN · CCO/CFO/COO · Less than 5% · control person
- No longer listedPortz, Charles, Howard · CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2016
- AddedTHURMAN, KAROLINE, CABELL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedJOFFE, BENJAMIN, WOLF · title PRESIDENT, CHIEF INVESTMENT OFFICER → PRESIDENT, CHIEF INVESTMENT OFFICER, LIMITED PARTNER
- ListedEVR RESEARCH GP, LLC · GENERAL PARTNER · Less than 5% · control person
- ListedJOFFE, BENJAMIN, WOLF · PRESIDENT, CHIEF INVESTMENT OFFICER · 75% or more · control person
- ListedJOFFE, BENJAMIN, WOLF · MANAGING MEMBER · 75% or more · indirect via EVR RESEARCH GP, LLC · control person
- ListedPortz, Charles, Howard · CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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
EVR Research LP Holdings (2026-06-30)
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 |
RICHMOND, VA 23226