EVR Research LP 13F Holdings · Q2 2026
EVR Research LP reported 28 securities worth $202.53M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WKC (14.31%), GEF (9.19%), MEC (8.17%). Among its top 25 positions this quarter: 7 new, 7 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WKC | WORLD KINECT CORPORATION | $29.0M | 14.31% | 880,000 | Trimmed |
| 2 | GEF | GREIF INC | $18.6M | 9.19% | 250,000 | Added |
| 3 | MEC | MAYVILLE ENGR CO INC | $16.6M | 8.17% | 441,908 | Trimmed |
| 4 | SON | SONOCO PRODS CO | $14.7M | 7.23% | 260,000 | Added |
| 5 | SARO | STANDARDAERO INC | $11.5M | 5.67% | 384,000 | Added |
| 6 | CPS | COOPER-STANDARD HOLDINGS INC | $9.7M | 4.81% | 360,000 | Trimmed |
| 7 | MGNI | MAGNITE INC | $9.1M | 4.50% | 480,000 | New |
| 8 | TITN | TITAN MACHY INC | $9.1M | 4.49% | 430,200 | Added |
| 9 | FND | FLOOR & DECOR HLDGS INC | $8.9M | 4.40% | 150,000 | Trimmed |
| 10 | DAN | DANA INC | $8.7M | 4.30% | 320,000 | Added |
| 11 | ACVA | ACV AUCTIONS INC | $8.2M | 4.03% | 1.1M | New |
| 12 | HTLD | HEARTLAND EXPRESS INC | $7.3M | 3.61% | 480,000 | Added |
| 13 | DRVN | DRIVEN BRANDS HLDGS INC | $5.6M | 2.75% | 400,000 | Trimmed |
| 14 | MAX | MEDIAALPHA INC | $5.5M | 2.73% | 440,000 | New |
| 15 | SRI | STONERIDGE INC | $5.1M | 2.53% | 700,000 | Trimmed |
| 16 | WTTR | SELECT WATER SOLUTIONS INC | $4.8M | 2.37% | 240,000 | Trimmed |
| 17 | NCMI | NATIONAL CINEMEDIA INC | $4.4M | 2.18% | 1.2M | Added |
| 18 | TTGT | TECHTARGET INC | $4.4M | 2.16% | 1.2M | Trimmed |
| 19 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $2.8M | 1.37% | 35,000 | New |
| 20 | NWL | NEWELL BRANDS INC | $2.6M | 1.30% | 430,000 | New |
| 21 | ATEX | ANTERIX INC | $2.6M | 1.27% | 25,000 | New |
| 22 | ARHS | ARHAUS INC | $2.4M | 1.21% | 290,000 | Trimmed |
| 23 | MBC | MASTERBRAND INC | $2.4M | 1.17% | 230,000 | Trimmed |
| 24 | TRS | TRIMAS CORP | $2.3M | 1.11% | 50,000 | New |
| 25 | GTES | GATES INDL CORP PLC | $2.2M | 1.10% | 80,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR