EVR Research LP
CIK: 0001843019Latest portfolio: $185.3M · Q4 2025
Holdings
33
Total Value
$185.3M
New Positions
15
Closed Positions
8
Top Holdings
View All 33 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | 4DHDANA INC | 730,000 | $17.3M | 9.36% | -70,000 | |
| 2 | WKCWORLD KINECT CORPORATION | 740,000 | $17.3M | 9.36% | +140K | |
| 3 | CPSCOOPER STD HLDGS INC | 375,000 | $12.3M | 6.64% | +200K | |
| 4 | GEFGREIF INC | 175,000 | $11.8M | 6.39% | NEW | |
| 5 | MECMAYVILLE ENGR CO INC | 605,000 | $11.3M | 6.11% | NEW | |
| 6 | SONSONOCO PRODS CO | 220,000 | $9.6M | 5.18% | +170K | |
| 7 | AIC3 AI INC | 600,400 | $8.1M | 4.37% | +415K | |
| 8 | NPKNATIONAL PRESTO INDS INC | 75,000 | $8.0M | 4.32% | +34K | |
| 9 | DGDOLLAR GEN CORP NEW | 55,000 | $7.3M | 3.94% | NEW | |
| 10 | 3TYTITAN MACHY INC | 465,000 | $7.0M | 3.77% | +215K | |
| 11 | TTGTTECHTARGET INC | 1,165,130 | $6.3M | 3.39% | +155K | |
| 12 | SCHLSCHOLASTIC CORP | 210,000 | $6.2M | 3.36% | +20K | |
| 13 | NGVTINGEVITY CORP | 100,000 | $5.9M | 3.19% | NEW | |
| 14 | CECELANESE CORP DEL | 137,000 | $5.8M | 3.13% | NEW | |
| 15 | WTTRSELECT WATER SOLUTIONS INC | 500,000 | $5.3M | 2.84% | -400,000 | |
| 16 | CCOCLEAR CHANNEL OUTDOOR HLDGS | 2,350,000 | $5.2M | 2.80% | -150,000 | |
| 17 | FNDFLOOR & DECOR HLDGS INC | 85,000 | $5.2M | 2.79% | NEW | |
| 18 | TWITITAN INTL INC ILL | 530,000 | $4.1M | 2.24% | +20K | |
| 19 | GTESGATES INDL CORP PLC | 170,000 | $3.6M | 1.97% | +120K | |
| 20 | SPSCSPS COMM INC | 40,000 | $3.6M | 1.92% | NEW | |
| 21 | SPTSPROUT SOCIAL INC | 300,000 | $3.4M | 1.82% | NEW | |
| 22 | VRNSVARONIS SYS INC | 85,000 | $2.8M | 1.50% | NEW | |
| 23 | SENEASENECA FOODS CORP NEW | 23,000 | $2.5M | 1.37% | +2K | |
| 24 | AVDAMERICAN VANGUARD CORP | 618,657 | $2.4M | 1.28% | +279K | |
| 25 | MBCMASTERBRAND INC | 200,000 | $2.2M | 1.19% | +175K |
Quarterly Changes
New Positions
Sector Breakdown
Consumer Cyclical0.0% ($123111184796005171200.0T)
Industrials0.0% ($1132580074149364992.0T)
Technology0.0% ($80933565338.1T)
Communication Services0.0% ($629162.2T)
Consumer Defensive0.0% ($730.2T)
Basic Materials0.0% ($591.9T)
Unknown0.0% ($173.4B)
Energy0.0% ($17.3M)
Utilities0.0% ($5.3M)
Filing History
Fund Information
EVR Research LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $185.3M across 33 holdings. The largest position is DANA INC (4DH), representing 9.4% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.