EVR Research LP
EVR Research LP reported 28 holdings worth US$203M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
EVR Research LP reported 28 holdings worth US$203M as of Jun 30, 2026. Largest: World Kinect Corporation, Greif Inc. and Mayville Engineering Company, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$203M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| World Kinect Corporation | 880K | US$29M | 14.3% |
| Greif Inc. | 250K | US$18.6M | 9.2% |
| Mayville Engineering Company, Inc. | 442K | US$16.6M | 8.2% |
| Sonoco Products Company | 260K | US$14.7M | 7.2% |
| Standardaero, Inc. | 384K | US$11.5M | 5.7% |
| Cooper-standard Holdings Inc. | 360K | US$9.74M | 4.8% |
| Magnite, Inc. | 480K | US$9.11M | 4.5% |
| Titan Machinery Inc. | 430K | US$9.09M | 4.5% |
| Floor & Decor Holdings, Inc. | 150K | US$8.9M | 4.4% |
| Dana Incorporated | 320K | US$8.71M | 4.3% |
| Acv Auctions Inc. | 1.14M | US$8.16M | 4.0% |
| Heartland Express, Inc. | 480K | US$7.31M | 3.6% |
| Driven Brands Holdings Inc. | 400K | US$5.58M | 2.8% |
| Mediaalpha, Inc. | 440K | US$5.53M | 2.7% |
| Stoneridge, Inc. | 700K | US$5.12M | 2.5% |
| Select Water Solutions, Inc. | 240K | US$4.8M | 2.4% |
| National Cinemedia, Inc. | 1.16M | US$4.41M | 2.2% |
| Techtarget, Inc. | 1.22M | US$4.37M | 2.2% |
| International Flavors & Fragrances, Inc. | 35,000 | US$2.77M | 1.4% |
| Newell Brands Inc. | 430K | US$2.64M | 1.3% |
| Anterix Inc. | 25,000 | US$2.57M | 1.3% |
| Arhaus, Inc. | 290K | US$2.44M | 1.2% |
| Masterbrand, Inc. | 230K | US$2.37M | 1.2% |
| Trimas Corporation | 50,000 | US$2.25M | 1.1% |
| American Vanguard Corporation | 775K | US$2.17M | 1.1% |
| Kforce, Inc. | 25,000 | US$1.17M | 0.58% |
| Wabash National Corporation | 58,000 | US$783K | 0.39% |
| Lithia Motors, Inc. | 0 | US$0 | 0.00% |
| Seneca Foods Corp. | 0 | US$0 | 0.00% |
| Celanese Corporation | 0 | US$0 | 0.00% |
| Clear Channel Outdoor Holdings, Inc. | 0 | US$0 | 0.00% |
| National Presto Industries, Inc. | 0 | US$0 | 0.00% |
| Omnicell, Inc. | 0 | US$0 | 0.00% |
| Costar Group, Inc. | 0 | US$0 | 0.00% |
| Enovis Corporation | 0 | US$0 | 0.00% |
| Weyerhaeuser Company | 0 | US$0 | 0.00% |
| Scholastic Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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