Filed: 11/13/2025ACC: 0001843019-25-000005
📋 What this filing means
EVR RESEARCH LP filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $167.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$167.17M
Total AUM (reported)
12.91M
Total Shares
Allocation by class
COM$141.19M84.5%
CL A COM$9.62M5.8%
COM NEW$7.91M4.7%
CL A$5.48M3.3%
ORD SHS$1.24M0.7%
COM CL A$1.06M0.6%
COMMON STOCK$329.3K0.2%
Portfolio Concentration
Top 3$77.42M46.3%
4–10$50.40M30.1%
11–25$39.02M23.3%
Rest$329.2K0.2%
Top 3 weight
46.3%
Top 10 weight
76.5%
Voting Authority Distribution
Total shares with voting rights: 12.91M
Sole
Full voting authority
12.91M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
PROS HOLDINGS INC
SOLEShares2M
TypeSH
Market value$45.82M
27.41%
Sole
2M
Shared
0.00
None
0.00
DANA INC
SOLEShares800K
TypeSH
Market value$16.03M
9.59%
Sole
800K
Shared
0.00
None
0.00
WORLD KINECT CORPORATION
SOLEShares600K
TypeSH
Market value$15.57M
9.31%
Sole
600K
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares1.20M
TypeSH
Market value$12.84M
7.68%
Sole
1.20M
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares900K
TypeSH
Market value$9.62M
5.76%
Sole
900K
Shared
0.00
None
0.00
COOPER STD HLDGS INC
SOLEShares175K
TypeSH
Market value$6.46M
3.87%
Sole
175K
Shared
0.00
None
0.00
TECHTARGET INC
SOLEShares1.01M
TypeSH
Market value$5.87M
3.51%
Sole
1.01M
Shared
0.00
None
0.00
GOODYEAR TIRE & RUBR CO
SOLEShares700K
TypeSH
Market value$5.24M
3.13%
Sole
700K
Shared
0.00
None
0.00
SCHOLASTIC CORP
SOLEShares190K
TypeSH
Market value$5.20M
3.11%
Sole
190K
Shared
0.00
None
0.00
UNITED PARKS & RESORTS INC
SOLEShares100K
TypeSH
Market value$5.17M
3.09%
Sole
100K
Shared
0.00
None
0.00
NATIONAL PRESTO INDS INC
SOLEShares41K
TypeSH
Market value$4.60M
2.75%
Sole
41K
Shared
0.00
None
0.00
TITAN MACHY INC
SOLEShares250K
TypeSH
Market value$4.18M
2.50%
Sole
250K
Shared
0.00
None
0.00
CLEAR CHANNEL OUTDOOR HLDGS
SOLEShares2.50M
TypeSH
Market value$3.95M
2.36%
Sole
2.50M
Shared
0.00
None
0.00
TITAN INTL INC ILL
SOLEShares510K
TypeSH
Market value$3.86M
2.31%
Sole
510K
Shared
0.00
None
0.00
C3 AI INC
SOLEShares185.40K
TypeSH
Market value$3.21M
1.92%
Sole
185.40K
Shared
0.00
None
0.00
NEWELL BRANDS INC
SOLEShares600K
TypeSH
Market value$3.14M
1.88%
Sole
600K
Shared
0.00
None
0.00
MYERS INDS INC
SOLEShares180K
TypeSH
Market value$3.05M
1.82%
Sole
180K
Shared
0.00
None
0.00
SENECA FOODS CORP NEW
SOLEShares21K
TypeSH
Market value$2.27M
1.36%
Sole
21K
Shared
0.00
None
0.00
SONOCO PRODS CO
SOLEShares50K
TypeSH
Market value$2.15M
1.29%
Sole
50K
Shared
0.00
None
0.00
FLOTEK INDS INC DEL
SOLEShares140K
TypeSH
Market value$2.04M
1.22%
Sole
140K
Shared
0.00
None
0.00
WABASH NATL CORP
SOLEShares200K
TypeSH
Market value$1.97M
1.18%
Sole
200K
Shared
0.00
None
0.00
AMERICAN VANGUARD CORP
SOLEShares340K
TypeSH
Market value$1.95M
1.17%
Sole
340K
Shared
0.00
None
0.00
GATES INDL CORP PLC
SOLEShares50K
TypeSH
Market value$1.24M
0.74%
Sole
50K
Shared
0.00
None
0.00
ARHAUS INC
SOLEShares100K
TypeSH
Market value$1.06M
0.64%
Sole
100K
Shared
0.00
None
0.00
MASTERBRAND INC
SOLEShares25K
TypeSH
Market value$329.3K
0.20%
Sole
25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROS HOLDINGS INCSOLE | COM | 2M | SH | $45.82M 27.41% | 2M | 0.00 | 0.00 |
DANA INCSOLE | COM | 800K | SH | $16.03M 9.59% | 800K | 0.00 | 0.00 |
WORLD KINECT CORPORATIONSOLE | COM | 600K | SH | $15.57M 9.31% | 600K | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 1.20M | SH | $12.84M 7.68% | 1.20M | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 900K | SH | $9.62M 5.76% | 900K | 0.00 | 0.00 |
COOPER STD HLDGS INCSOLE | COM | 175K | SH | $6.46M 3.87% | 175K | 0.00 | 0.00 |
TECHTARGET INCSOLE | COM NEW | 1.01M | SH | $5.87M 3.51% | 1.01M | 0.00 | 0.00 |
GOODYEAR TIRE & RUBR COSOLE | COM | 700K | SH | $5.24M 3.13% | 700K | 0.00 | 0.00 |
SCHOLASTIC CORPSOLE | COM | 190K | SH | $5.20M 3.11% | 190K | 0.00 | 0.00 |
UNITED PARKS & RESORTS INCSOLE | COM | 100K | SH | $5.17M 3.09% | 100K | 0.00 | 0.00 |
NATIONAL PRESTO INDS INCSOLE | COM | 41K | SH | $4.60M 2.75% | 41K | 0.00 | 0.00 |
TITAN MACHY INCSOLE | COM | 250K | SH | $4.18M 2.50% | 250K | 0.00 | 0.00 |
CLEAR CHANNEL OUTDOOR HLDGSSOLE | COM | 2.50M | SH | $3.95M 2.36% | 2.50M | 0.00 | 0.00 |
TITAN INTL INC ILLSOLE | COM | 510K | SH | $3.86M 2.31% | 510K | 0.00 | 0.00 |
C3 AI INCSOLE | CL A | 185.40K | SH | $3.21M 1.92% | 185.40K | 0.00 | 0.00 |
NEWELL BRANDS INCSOLE | COM | 600K | SH | $3.14M 1.88% | 600K | 0.00 | 0.00 |
MYERS INDS INCSOLE | COM | 180K | SH | $3.05M 1.82% | 180K | 0.00 | 0.00 |
SENECA FOODS CORP NEWSOLE | CL A | 21K | SH | $2.27M 1.36% | 21K | 0.00 | 0.00 |
SONOCO PRODS COSOLE | COM | 50K | SH | $2.15M 1.29% | 50K | 0.00 | 0.00 |
FLOTEK INDS INC DELSOLE | COM NEW | 140K | SH | $2.04M 1.22% | 140K | 0.00 | 0.00 |
WABASH NATL CORPSOLE | COM | 200K | SH | $1.97M 1.18% | 200K | 0.00 | 0.00 |
AMERICAN VANGUARD CORPSOLE | COM | 340K | SH | $1.95M 1.17% | 340K | 0.00 | 0.00 |
GATES INDL CORP PLCSOLE | ORD SHS | 50K | SH | $1.24M 0.74% | 50K | 0.00 | 0.00 |
ARHAUS INCSOLE | COM CL A | 100K | SH | $1.06M 0.64% | 100K | 0.00 | 0.00 |
MASTERBRAND INCSOLE | COMMON STOCK | 25K | SH | $329.3K 0.20% | 25K | 0.00 | 0.00 |
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