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EVR Research LP

CIK 1843019 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

EVR Research LP reported 28 US-listed holdings worth $202.5 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: World Kinect Corp. (14.3%), Greif, Inc. (9.2%) and Mayville Engr Co. Inc. (8.2%). Against the quarter before, it opened 9 positions, added to 8, trimmed 11 and sold out of 10.

Reported holdings$202.5M+15.4% on Q1 2026
Positions28-1 on Q1 2026
The largest ten67.1%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
OpenedAdded toTrimmed
WKC14.3%GEF9.2%MEC8.2%SON7.2%SARO5.7%CPS4.8%MGNI4.5%TITN4.5%FND4.4%DAN4.3%ACVA4.0%HTLD3.6%DRVN2.8%MAX2.7%14 more19.8%

The 14 largest of its 28 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $395.1 million in 33 positions$395MQ3 24Q4 2024: $295.6 million in 37 positions$296MQ4 24Q1 2025: $221.4 million in 30 positions$221MQ1 25Q2 2025: $191.0 million in 27 positions$191MQ2 25Q3 2025: $167.2 million in 26 positions$167MQ3 25Q4 2025: $185.3 million in 33 positions$185MQ4 25Q1 2026: $175.6 million in 29 positions$176MQ1 26Q2 2026: $202.5 million in 28 positions$203MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +25.6% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.

Its reported holdingsThe S&P 500
100110120Q4 25Q1 26Q2 26Its holdings +25.6%S&P 500 +9.5%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 9Added 8Trimmed 11Sold out 10
Opened: 9Added: 8Trimmed: 11Sold out: 10

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 9

  1. Magnite Inc. MGNI$9.1 million
  2. Acv Auctions Inc. ACVA$8.2 million
  3. Mediaalpha Inc. MAX$5.5 million
  4. International Flavors & Fragrances Inc. IFF$2.8 million
  5. Newell Brands Inc. NWL$2.6 million
  6. Anterix Inc. ATEX$2.6 million
  7. Trimas Corp. TRS$2.3 million
  8. Kforce Inc. KFRC$1.2 million

and 1 more in the table below

Added to 8

  1. Sonoco Products Co. SON+180,000 shares · +225%
  2. Greif, Inc. GEF+90,000 shares · +56%
  3. StandardAero, Inc. SARO+219,000 shares · +133%
  4. Dana Inc. DAN+120,000 shares · +60%
  5. Heartland Express Inc. HTLD+150,000 shares · +45%
  6. American Vanguard Corp. AVD+55,000 shares · +8%
  7. National Cinemedia Inc. NCMI+30,000 shares · +3%
  8. Titan Machy Inc. TITN+5,200 shares · +1%

Trimmed 11

  1. Mayville Engr Co. Inc. MEC-178,092 shares · -29%
  2. Floor & Decor Holdings, Inc. FND-80,000 shares · -35%
  3. Select Water Solutions Inc. WTTR-210,000 shares · -47%
  4. Gates Industrial Corp. Ltd. GTES-80,000 shares · -50%
  5. Cooper STD Hldgs Inc. CPS-75,000 shares · -17%
  6. World Kinect Corp. WKC-60,000 shares · -6%
  7. Driven Brands Hldgs Inc. DRVN-140,000 shares · -26%
  8. Arhaus Inc. ARHS-210,000 shares · -42%

and 3 more in the table below

Sold out of 10

  1. National Presto Industries Inc. NPK$8.9 million last quarter
  2. Omnicell, Inc. OMCL$5.8 million last quarter
  3. Costar Group, Inc. CSGP$5.2 million last quarter
  4. Enovis Corp. ENOV$5.1 million last quarter
  5. Weyerhaeuser Co. WY$4.9 million last quarter
  6. Scholastic Corp. SCHL$4.3 million last quarter
  7. Lithia Motors Inc. LAD$3.7 million last quarter
  8. Seneca Foods Corp SENEA$3.5 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
World Kinect Corp. WKC880.0K$29.0 million14.31%-60.0K
Greif, Inc. GEF250.0K$18.6 million9.19%+90.0K
Mayville Engr Co. Inc. MEC441.9K$16.6 million8.17%-178.1K
Sonoco Products Co. SON260.0K$14.7 million7.23%+180.0K
StandardAero, Inc. SARO384.0K$11.5 million5.67%+219.0K
Cooper STD Hldgs Inc. CPS360.0K$9.7 million4.81%-75.0K
Magnite Inc. MGNI480.0K$9.1 million4.50%new
Titan Machy Inc. TITN430.2K$9.1 million4.49%+5.2K
Floor & Decor Holdings, Inc. FND150.0K$8.9 million4.40%-80.0K
Dana Inc. DAN320.0K$8.7 million4.30%+120.0K
Acv Auctions Inc. ACVA1.1M$8.2 million4.03%new
Heartland Express Inc. HTLD480.0K$7.3 million3.61%+150.0K
Driven Brands Hldgs Inc. DRVN400.0K$5.6 million2.75%-140.0K
Mediaalpha Inc. MAX440.0K$5.5 million2.73%new
Stoneridge Inc. SRI700.0K$5.1 million2.53%-70.0K
Select Water Solutions Inc. WTTR240.0K$4.8 million2.37%-210.0K
National Cinemedia Inc. NCMI1.2M$4.4 million2.18%+30.0K
Techtarget Inc. TTGT1.2M$4.4 million2.16%-65.0K
International Flavors & Fragrances Inc. IFF35.0K$2.8 million1.37%new
Newell Brands Inc. NWL430.0K$2.6 million1.30%new
Anterix Inc. ATEX25.0K$2.6 million1.27%new
Arhaus Inc. ARHS290.0K$2.4 million1.21%-210.0K
MasterBrand, Inc. MBC230.0K$2.4 million1.17%-70.0K
Trimas Corp. TRS50.0K$2.3 million1.11%new
Gates Industrial Corp. Ltd. GTES80.0K$2.2 million1.10%-80.0K
American Vanguard Corp. AVD775.0K$2.2 million1.07%+55.0K
Kforce Inc. KFRC25.0K$1.2 million0.58%new
Wabash Natl Corp. WNC58.0K$783,0000.39%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 10 it sold out of are in the box above.