Filed: 5/14/2026ACC: 0001843019-26-000003
๐ What this filing means
EVR RESEARCH LP filed this quarterly 13FโHR report disclosing 30 equity positions with a total reported market value of $249.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$249.96M
Total AUM (reported)
10.90M
Total Shares
Allocation by class
COM$119.99M48.0%
RUSSELL 2000 ETF$74.40M29.8%
CL A$25.89M10.4%
COM NEW$13.30M5.3%
CL A COM$6.88M2.8%
ORD SHS$3.62M1.4%
COM CL A$3.39M1.4%
Portfolio Concentration
Top 3$108.21M43.3%
4โ10$63.25M25.3%
11โ25$67.04M26.8%
Rest$11.46M4.6%
Top 3 weight
43.3%
Top 10 weight
68.6%
Voting Authority Distribution
Total shares with voting rights: 10.90M
Sole
Full voting authority
10.90M
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)
Sole30
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings30
Rows:
ISHARES TR
SOLEShares3K
TypeSH
Market value$74.40M
29.76%
Sole
3K
Shared
0.00
None
0.00
WORLD KINECT CORPORATION
SOLEShares940K
TypeSH
Market value$21.69M
8.68%
Sole
940K
Shared
0.00
None
0.00
COOPER-STANDARD HOLDINGS INC
SOLEShares435K
TypeSH
Market value$12.12M
4.85%
Sole
435K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares230K
TypeSH
Market value$11.68M
4.67%
Sole
230K
Shared
0.00
None
0.00
MAYVILLE ENGR CO INC
SOLEShares620K
TypeSH
Market value$11.13M
4.45%
Sole
620K
Shared
0.00
None
0.00
GREIF INC
SOLEShares160K
TypeSH
Market value$10.73M
4.29%
Sole
160K
Shared
0.00
None
0.00
NATIONAL PRESTO INDS INC
SOLEShares65K
TypeSH
Market value$8.91M
3.56%
Sole
65K
Shared
0.00
None
0.00
TITAN MACHY INC
SOLEShares425K
TypeSH
Market value$7.11M
2.84%
Sole
425K
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares450K
TypeSH
Market value$6.88M
2.75%
Sole
450K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares540K
TypeSH
Market value$6.81M
2.72%
Sole
540K
Shared
0.00
None
0.00
DANA INC
SOLEShares200K
TypeSH
Market value$6.73M
2.69%
Sole
200K
Shared
0.00
None
0.00
OMNICELL COM
SOLEShares173K
TypeSH
Market value$5.77M
2.31%
Sole
173K
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares130K
TypeSH
Market value$5.24M
2.10%
Sole
130K
Shared
0.00
None
0.00
ENOVIS CORPORATION
SOLEShares225K
TypeSH
Market value$5.12M
2.05%
Sole
225K
Shared
0.00
None
0.00
TECHTARGET INC
SOLEShares1.28M
TypeSH
Market value$4.97M
1.99%
Sole
1.28M
Shared
0.00
None
0.00
WEYERHAEUSER CO
SOLEShares200K
TypeSH
Market value$4.89M
1.95%
Sole
200K
Shared
0.00
None
0.00
SONOCO PRODS CO
SOLEShares80K
TypeSH
Market value$4.33M
1.73%
Sole
80K
Shared
0.00
None
0.00
SCHOLASTIC CORP
SOLEShares110K
TypeSH
Market value$4.30M
1.72%
Sole
110K
Shared
0.00
None
0.00
STANDARDAERO INC
SOLEShares165K
TypeSH
Market value$4.26M
1.71%
Sole
165K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares15K
TypeSH
Market value$3.75M
1.50%
Sole
15K
Shared
0.00
None
0.00
STONERIDGE INC
SOLEShares770K
TypeSH
Market value$3.72M
1.49%
Sole
770K
Shared
0.00
None
0.00
GATES INDL CORP PLC
SOLEShares160K
TypeSH
Market value$3.62M
1.45%
Sole
160K
Shared
0.00
None
0.00
SENECA FOODS CORP NEW
SOLEShares23K
TypeSH
Market value$3.48M
1.39%
Sole
23K
Shared
0.00
None
0.00
NATIONAL CINEMEDIA INC
SOLEShares1.13M
TypeSH
Market value$3.45M
1.38%
Sole
1.13M
Shared
0.00
None
0.00
HEARTLAND EXPRESS INC
SOLEShares330K
TypeSH
Market value$3.43M
1.37%
Sole
330K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUSSELL 2000 ETF | 3K | SH | $74.40M 29.76% | 3K | 0.00 | 0.00 |
WORLD KINECT CORPORATIONSOLE | COM | 940K | SH | $21.69M 8.68% | 940K | 0.00 | 0.00 |
COOPER-STANDARD HOLDINGS INCSOLE | COM | 435K | SH | $12.12M 4.85% | 435K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 230K | SH | $11.68M 4.67% | 230K | 0.00 | 0.00 |
MAYVILLE ENGR CO INCSOLE | COM | 620K | SH | $11.13M 4.45% | 620K | 0.00 | 0.00 |
GREIF INCSOLE | CL A | 160K | SH | $10.73M 4.29% | 160K | 0.00 | 0.00 |
NATIONAL PRESTO INDS INCSOLE | COM | 65K | SH | $8.91M 3.56% | 65K | 0.00 | 0.00 |
TITAN MACHY INCSOLE | COM | 425K | SH | $7.11M 2.84% | 425K | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 450K | SH | $6.88M 2.75% | 450K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 540K | SH | $6.81M 2.72% | 540K | 0.00 | 0.00 |
DANA INCSOLE | COM | 200K | SH | $6.73M 2.69% | 200K | 0.00 | 0.00 |
OMNICELL COMSOLE | COM | 173K | SH | $5.77M 2.31% | 173K | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 130K | SH | $5.24M 2.10% | 130K | 0.00 | 0.00 |
ENOVIS CORPORATIONSOLE | COM | 225K | SH | $5.12M 2.05% | 225K | 0.00 | 0.00 |
TECHTARGET INCSOLE | COM NEW | 1.28M | SH | $4.97M 1.99% | 1.28M | 0.00 | 0.00 |
WEYERHAEUSER COSOLE | COM NEW | 200K | SH | $4.89M 1.95% | 200K | 0.00 | 0.00 |
SONOCO PRODS COSOLE | COM | 80K | SH | $4.33M 1.73% | 80K | 0.00 | 0.00 |
SCHOLASTIC CORPSOLE | COM | 110K | SH | $4.30M 1.72% | 110K | 0.00 | 0.00 |
STANDARDAERO INCSOLE | COM | 165K | SH | $4.26M 1.71% | 165K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 15K | SH | $3.75M 1.50% | 15K | 0.00 | 0.00 |
STONERIDGE INCSOLE | COM | 770K | SH | $3.72M 1.49% | 770K | 0.00 | 0.00 |
GATES INDL CORP PLCSOLE | ORD SHS | 160K | SH | $3.62M 1.45% | 160K | 0.00 | 0.00 |
SENECA FOODS CORP NEWSOLE | CL A | 23K | SH | $3.48M 1.39% | 23K | 0.00 | 0.00 |
NATIONAL CINEMEDIA INCSOLE | COM NEW | 1.13M | SH | $3.45M 1.38% | 1.13M | 0.00 | 0.00 |
HEARTLAND EXPRESS INCSOLE | COM | 330K | SH | $3.43M 1.37% | 330K | 0.00 | 0.00 |
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