Filed: 2/17/2026ACC: 0001843019-26-000002
📋 What this filing means
EVR RESEARCH LP filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $185.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$185.31M
Total AUM (reported)
11.62M
Total Shares
Allocation by class
COM$134.79M72.7%
CL A$27.66M14.9%
COM NEW$6.68M3.6%
CL A COM$5.26M2.8%
COM CL A$5.06M2.7%
ORD SHS$3.65M2.0%
COMMON STOCK$2.21M1.2%
Portfolio Concentration
Top 3$46.99M25.4%
4–10$63.17M34.1%
11–25$64.50M34.8%
Rest$10.64M5.7%
Top 3 weight
25.4%
Top 10 weight
59.4%
Voting Authority Distribution
Total shares with voting rights: 11.62M
Sole
Full voting authority
11.62M
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)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
DANA INC
SOLEShares730K
TypeSH
Market value$17.34M
9.36%
Sole
730K
Shared
0.00
None
0.00
WORLD KINECT CORPORATION
SOLEShares740K
TypeSH
Market value$17.34M
9.36%
Sole
740K
Shared
0.00
None
0.00
COOPER STD HLDGS INC
SOLEShares375K
TypeSH
Market value$12.31M
6.64%
Sole
375K
Shared
0.00
None
0.00
GREIF INC
SOLEShares175K
TypeSH
Market value$11.85M
6.39%
Sole
175K
Shared
0.00
None
0.00
MAYVILLE ENGR CO INC
SOLEShares605K
TypeSH
Market value$11.33M
6.11%
Sole
605K
Shared
0.00
None
0.00
SONOCO PRODS CO
SOLEShares220K
TypeSH
Market value$9.60M
5.18%
Sole
220K
Shared
0.00
None
0.00
C3 AI INC
SOLEShares600.40K
TypeSH
Market value$8.09M
4.37%
Sole
600.40K
Shared
0.00
None
0.00
NATIONAL PRESTO INDS INC
SOLEShares75K
TypeSH
Market value$8.01M
4.32%
Sole
75K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares55K
TypeSH
Market value$7.30M
3.94%
Sole
55K
Shared
0.00
None
0.00
TITAN MACHY INC
SOLEShares465K
TypeSH
Market value$6.99M
3.77%
Sole
465K
Shared
0.00
None
0.00
TECHTARGET INC
SOLEShares1.17M
TypeSH
Market value$6.29M
3.40%
Sole
1.17M
Shared
0.00
None
0.00
SCHOLASTIC CORP
SOLEShares210K
TypeSH
Market value$6.22M
3.36%
Sole
210K
Shared
0.00
None
0.00
INGEVITY CORP
SOLEShares100K
TypeSH
Market value$5.92M
3.19%
Sole
100K
Shared
0.00
None
0.00
CELANESE CORP DEL
SOLEShares137K
TypeSH
Market value$5.79M
3.13%
Sole
137K
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares500K
TypeSH
Market value$5.26M
2.84%
Sole
500K
Shared
0.00
None
0.00
CLEAR CHANNEL OUTDOOR HLDGS
SOLEShares2.35M
TypeSH
Market value$5.19M
2.80%
Sole
2.35M
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares85K
TypeSH
Market value$5.18M
2.79%
Sole
85K
Shared
0.00
None
0.00
TITAN INTL INC ILL
SOLEShares530K
TypeSH
Market value$4.15M
2.24%
Sole
530K
Shared
0.00
None
0.00
GATES INDL CORP PLC
SOLEShares170K
TypeSH
Market value$3.65M
1.97%
Sole
170K
Shared
0.00
None
0.00
SPS COMM INC
SOLEShares40K
TypeSH
Market value$3.57M
1.92%
Sole
40K
Shared
0.00
None
0.00
SPROUT SOCIAL INC
SOLEShares300K
TypeSH
Market value$3.38M
1.82%
Sole
300K
Shared
0.00
None
0.00
VARONIS SYS INC
SOLEShares85K
TypeSH
Market value$2.79M
1.50%
Sole
85K
Shared
0.00
None
0.00
SENECA FOODS CORP NEW
SOLEShares23K
TypeSH
Market value$2.54M
1.37%
Sole
23K
Shared
0.00
None
0.00
AMERICAN VANGUARD CORP
SOLEShares618.66K
TypeSH
Market value$2.36M
1.28%
Sole
618.66K
Shared
0.00
None
0.00
MASTERBRAND INC
SOLEShares200K
TypeSH
Market value$2.21M
1.19%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DANA INCSOLE | COM | 730K | SH | $17.34M 9.36% | 730K | 0.00 | 0.00 |
WORLD KINECT CORPORATIONSOLE | COM | 740K | SH | $17.34M 9.36% | 740K | 0.00 | 0.00 |
COOPER STD HLDGS INCSOLE | COM | 375K | SH | $12.31M 6.64% | 375K | 0.00 | 0.00 |
GREIF INCSOLE | CL A | 175K | SH | $11.85M 6.39% | 175K | 0.00 | 0.00 |
MAYVILLE ENGR CO INCSOLE | COM | 605K | SH | $11.33M 6.11% | 605K | 0.00 | 0.00 |
SONOCO PRODS COSOLE | COM | 220K | SH | $9.60M 5.18% | 220K | 0.00 | 0.00 |
C3 AI INCSOLE | CL A | 600.40K | SH | $8.09M 4.37% | 600.40K | 0.00 | 0.00 |
NATIONAL PRESTO INDS INCSOLE | COM | 75K | SH | $8.01M 4.32% | 75K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 55K | SH | $7.30M 3.94% | 55K | 0.00 | 0.00 |
TITAN MACHY INCSOLE | COM | 465K | SH | $6.99M 3.77% | 465K | 0.00 | 0.00 |
TECHTARGET INCSOLE | COM NEW | 1.17M | SH | $6.29M 3.40% | 1.17M | 0.00 | 0.00 |
SCHOLASTIC CORPSOLE | COM | 210K | SH | $6.22M 3.36% | 210K | 0.00 | 0.00 |
INGEVITY CORPSOLE | COM | 100K | SH | $5.92M 3.19% | 100K | 0.00 | 0.00 |
CELANESE CORP DELSOLE | COM | 137K | SH | $5.79M 3.13% | 137K | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 500K | SH | $5.26M 2.84% | 500K | 0.00 | 0.00 |
CLEAR CHANNEL OUTDOOR HLDGSSOLE | COM | 2.35M | SH | $5.19M 2.80% | 2.35M | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 85K | SH | $5.18M 2.79% | 85K | 0.00 | 0.00 |
TITAN INTL INC ILLSOLE | COM | 530K | SH | $4.15M 2.24% | 530K | 0.00 | 0.00 |
GATES INDL CORP PLCSOLE | ORD SHS | 170K | SH | $3.65M 1.97% | 170K | 0.00 | 0.00 |
SPS COMM INCSOLE | COM | 40K | SH | $3.57M 1.92% | 40K | 0.00 | 0.00 |
SPROUT SOCIAL INCSOLE | COM CL A | 300K | SH | $3.38M 1.82% | 300K | 0.00 | 0.00 |
VARONIS SYS INCSOLE | COM | 85K | SH | $2.79M 1.50% | 85K | 0.00 | 0.00 |
SENECA FOODS CORP NEWSOLE | CL A | 23K | SH | $2.54M 1.37% | 23K | 0.00 | 0.00 |
AMERICAN VANGUARD CORPSOLE | COM | 618.66K | SH | $2.36M 1.28% | 618.66K | 0.00 | 0.00 |
MASTERBRAND INCSOLE | COMMON STOCK | 200K | SH | $2.21M 1.19% | 200K | 0.00 | 0.00 |
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