EVR Research LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$185.3M
Holdings
33
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 4DHDANA INC | 730,000 | $17.3M | 9.36% | |
| 2 | WKCWORLD KINECT CORPORATION | 740,000 | $17.3M | 9.36% | |
| 3 | CPSCOOPER STD HLDGS INC | 375,000 | $12.3M | 6.64% | |
| 4 | GEFGREIF INC | 175,000 | $11.8M | 6.39% | |
| 5 | MECMAYVILLE ENGR CO INC | 605,000 | $11.3M | 6.11% | |
| 6 | SONSONOCO PRODS CO | 220,000 | $9.6M | 5.18% | |
| 7 | AIC3 AI INC | 600,400 | $8.1M | 4.37% | |
| 8 | NPKNATIONAL PRESTO INDS INC | 75,000 | $8.0M | 4.32% | |
| 9 | DGDOLLAR GEN CORP NEW | 55,000 | $7.3M | 3.94% | |
| 10 | 3TYTITAN MACHY INC | 465,000 | $7.0M | 3.77% | |
| 11 | TTGTTECHTARGET INC | 1,165,130 | $6.3M | 3.39% | |
| 12 | SCHLSCHOLASTIC CORP | 210,000 | $6.2M | 3.36% | |
| 13 | NGVTINGEVITY CORP | 100,000 | $5.9M | 3.19% | |
| 14 | CECELANESE CORP DEL | 137,000 | $5.8M | 3.13% | |
| 15 | WTTRSELECT WATER SOLUTIONS INC | 500,000 | $5.3M | 2.84% | |
| 16 | CCOCLEAR CHANNEL OUTDOOR HLDGS | 2,350,000 | $5.2M | 2.80% | |
| 17 | FNDFLOOR & DECOR HLDGS INC | 85,000 | $5.2M | 2.79% | |
| 18 | TWITITAN INTL INC ILL | 530,000 | $4.1M | 2.24% | |
| 19 | GTESGATES INDL CORP PLC | 170,000 | $3.6M | 1.97% | |
| 20 | SPSCSPS COMM INC | 40,000 | $3.6M | 1.92% | |
| 21 | SPTSPROUT SOCIAL INC | 300,000 | $3.4M | 1.82% | |
| 22 | VRNSVARONIS SYS INC | 85,000 | $2.8M | 1.50% | |
| 23 | SENEASENECA FOODS CORP NEW | 23,000 | $2.5M | 1.37% | |
| 24 | AVDAMERICAN VANGUARD CORP | 618,657 | $2.4M | 1.28% | |
| 25 | MBCMASTERBRAND INC | 200,000 | $2.2M | 1.19% | |
| 26 | NXQUANEX BLDG PRODS CORP | 130,000 | $2.0M | 1.08% | |
| 27 | UNFUNIFIRST CORP MASS | 10,000 | $1.9M | 1.04% | |
| 28 | RCATRED CAT HLDGS INC | 215,000 | $1.7M | 0.92% | |
| 29 | ARHSARHAUS INC | 150,000 | $1.7M | 0.91% | |
| 30 | NWLNEWELL BRANDS INC | 400,000 | $1.5M | 0.80% | |
| 31 | CTRNCITI TRENDS INC | 30,000 | $1.2M | 0.67% | |
| 32 | NCMINATIONAL CINEMEDIA INC | 100,000 | $389K | 0.21% | |
| 33 | RDWREDWIRE CORPORATION | 26,667 | $202K | 0.11% |