EVR Research LP
13F Reported Value
ⓘ$202.5M
Holdings
28
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
EVR Research LP disclosed 28 positions worth $202.5M in its Form 13F-HR for Q2 2026, led by $WKC (WORLD KINECT CORP) at 14.3% of the equity portfolio, followed by $GEF and $MEC. During the quarter the fund opened 9 new positions and exited 11 — including a new stake in $MGNI. The portfolio is most concentrated in Industrials (48.2% of disclosed assets). All figures are sourced directly from EVR Research LP’s Form 13F-HR filing with the SEC under CIK 1843019.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 39.5#2,146
Quality
$29.0M880,000 sh - 63.2#650
Quality
$18.6M250,000 sh - 32.1#2,436
Quality
$16.6M441,908 sh - 69.0
Quality
$14.7M260,000 sh - 59.5
Quality
$11.5M384,000 sh - 50.7
Quality
$9.7M360,000 sh - 66.1
Quality
$9.1M480,000 sh - 35.0
Quality
$9.1M430,200 sh - 54.5
Quality
$8.9M150,000 sh - 56.7
Quality
$8.7M320,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 WORLD KINECT CORP$WKC | 39.5#2,146 | $29.0M | 880,000 |
 GREIF, INC$GEF | 63.2#650 | $18.6M | 250,000 |
 Mayville Engineering Company, Inc.$MEC | 32.1#2,436 | $16.6M | 441,908 |
 SONOCO PRODUCTS CO$SON | 69.0 | $14.7M | 260,000 |
 StandardAero, Inc.$SARO | 59.5 | $11.5M | 384,000 |
 Cooper-Standard Holdings Inc.$CPS | 50.7 | $9.7M | 360,000 |
 MAGNITE, INC.$MGNI | 66.1 | $9.1M | 480,000 |
 Titan Machinery Inc.$TITN | 35.0 | $9.1M | 430,200 |
 Floor & Decor Holdings, Inc.$FND | 54.5 | $8.9M | 150,000 |
 DANA Inc$DAN | 56.7 | $8.7M | 320,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of EVR Research LP's 28 positions.
Showing top 10 of 28 holdings.
Sector Allocation
Industrials
$97.7M
Consumer Staples
$29.0M
Consumer Discretionary
$28.4M
Materials
$22.2M
Technology
$13.5M
Communication Services
$6.9M
Energy
$4.8M
Full Holdings — EVR Research LP (Q2 2026)
All 28 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WKC | WORLD KINECT CORP | $29.0M | 14.3% | -6% | 39.5 |
| 2 | $GEF | GREIF, INC | $18.6M | 9.2% | +56% | 63.2 |
| 3 | $MEC | Mayville Engineering Company, Inc. | $16.6M | 8.2% | -29% | 32.1 |
| 4 | $SON | SONOCO PRODUCTS CO | $14.7M | 7.2% | +225% | 69 |
| 5 | $SARO | StandardAero, Inc. | $11.5M | 5.7% | +133% | 59.5 |
| 6 | $CPS | Cooper-Standard Holdings Inc. | $9.7M | 4.8% | -17% | 50.7 |
| 7 | $MGNI | MAGNITE, INC. | $9.1M | 4.5% | NEW | 66.1 |
| 8 | $TITN | Titan Machinery Inc. | $9.1M | 4.5% | +1% | 35 |
| 9 | $FND | Floor & Decor Holdings, Inc. | $8.9M | 4.4% | -35% | 54.5 |
| 10 | $DAN | DANA Inc | $8.7M | 4.3% | +60% | 56.7 |
| 11 |  $ACVA | ACV Auctions Inc. | $8.2M | 4.0% | NEW | 43.5 |
| 12 |  $HTLD | HEARTLAND EXPRESS INC | $7.3M | 3.6% | +45% | 34.6 |
| 13 |  $DRVN | Driven Brands Holdings Inc. | $5.6M | 2.8% | -26% | 54.9 |
| 14 |  $MAX | MediaAlpha, Inc. | $5.5M | 2.7% | NEW | 61.6 |
| 15 |  $SRI | STONERIDGE INC | $5.1M | 2.5% | -9% | 25 |
| 16 |  $WTTR | Select Water Solutions, Inc. | $4.8M | 2.4% | -47% | 42.9 |
| 17 |  $NCMI | National CineMedia, Inc. | $4.4M | 2.2% | +3% | 53.1 |
| 18 |  $TTGT | TechTarget, Inc. | $4.4M | 2.2% | -5% | 42.8 |
| 19 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $2.8M | 1.4% | NEW | 52.8 |
| 20 |  $NWL | NEWELL BRANDS INC. | $2.6M | 1.3% | NEW | 42.4 |
| 21 |  $ATEX | Anterix Inc. | $2.6M | 1.3% | NEW | 61.4 |
| 22 |  $ARHS | Arhaus, Inc. | $2.4M | 1.2% | -42% | 50.7 |
| 23 |  $MBC | MasterBrand, Inc. | $2.4M | 1.2% | -23% | 38.7 |
| 24 |  $TRS | TRIMAS CORP | $2.3M | 1.1% | NEW | 43.2 |
| 25 |  $GTES | Gates Industrial Corp Ltd. | $2.2M | 1.1% | -50% | — |
| 26 |  $AVD | AMERICAN VANGUARD CORP | $2.2M | 1.1% | +8% | 25.6 |
| 27 |  $KFRC | KFORCE INC | $1.2M | 0.6% | NEW | 39.7 |
| 28 |  $WNC | WABASH NATIONAL Corp | $783,000 | 0.4% | NEW | 26.3 |
New Positions (9)
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