EVR Research LP Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$167.2B
Holdings
26
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PROPROS HOLDINGS INC | 2,000,000 | $45.8B | 27.41% | |
| 2 | 4DHDANA INC | 800,000 | $16.0B | 9.59% | |
| 3 | WKCWORLD KINECT CORPORATION | 600,000 | $15.6B | 9.31% | |
| 4 | JAMFJAMF HLDG CORP | 1,200,000 | $12.8B | 7.68% | |
| 5 | WTTRSELECT WATER SOLUTIONS INC | 900,000 | $9.6B | 5.76% | |
| 6 | CPSCOOPER STD HLDGS INC | 175,000 | $6.5B | 3.87% | |
| 7 | TTGTTECHTARGET INC | 1,010,000 | $5.9B | 3.51% | |
| 8 | GTGOODYEAR TIRE & RUBR CO | 700,000 | $5.2B | 3.13% | |
| 9 | SCHLSCHOLASTIC CORP | 190,000 | $5.2B | 3.11% | |
| 10 | PRKSUNITED PARKS & RESORTS INC | 100,000 | $5.2B | 3.09% | |
| 11 | NPKNATIONAL PRESTO INDS INC | 41,000 | $4.6B | 2.75% | |
| 12 | 3TYTITAN MACHY INC | 250,000 | $4.2B | 2.50% | |
| 13 | CCOCLEAR CHANNEL OUTDOOR HLDGS | 2,500,000 | $4.0B | 2.36% | |
| 14 | TWITITAN INTL INC ILL | 510,000 | $3.9B | 2.31% | |
| 15 | AIC3 AI INC | 185,400 | $3.2B | 1.92% | |
| 16 | NWLNEWELL BRANDS INC | 600,000 | $3.1B | 1.88% | |
| 17 | MYEMYERS INDS INC | 180,000 | $3.0B | 1.82% | |
| 18 | SENEASENECA FOODS CORP NEW | 21,000 | $2.3B | 1.36% | |
| 19 | SONSONOCO PRODS CO | 50,000 | $2.2B | 1.29% | |
| 20 | FTKFLOTEK INDS INC DEL | 140,000 | $2.0B | 1.22% | |
| 21 | WNCWABASH NATL CORP | 200,000 | $2.0B | 1.18% | |
| 22 | AVDAMERICAN VANGUARD CORP | 340,000 | $2.0B | 1.17% | |
| 23 | GTESGATES INDL CORP PLC | 50,000 | $1.2B | 0.74% | |
| 24 | ARHSARHAUS INC | 100,000 | $1.1B | 0.64% | |
| 25 | MBCMASTERBRAND INC | 25,000 | $329.3M | 0.20% | |
| 26 | STHOSTAR HLDGS | 40,000 | $329.2M | 0.20% |