Filed: 8/13/2026ACC: 0001843019-26-000004
📋 What this filing means
EVR RESEARCH LP filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $202.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$202.53M
Total AUM (reported)
11.72M
Total Shares
Allocation by class
COM$138.44M68.4%
CL A$33.06M16.3%
COM NEW$11.03M5.4%
COM CL A$10.60M5.2%
CL A COM$4.80M2.4%
COMMON STOCK$2.37M1.2%
ORD SHS$2.24M1.1%
Portfolio Concentration
Top 3$64.16M31.7%
4–10$71.68M35.4%
11–25$62.56M30.9%
Rest$4.13M2.0%
Top 3 weight
31.7%
Top 10 weight
67.1%
Voting Authority Distribution
Total shares with voting rights: 11.72M
Sole
Full voting authority
11.72M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
WORLD KINECT CORPORATION
SOLEShares880K
TypeSH
Market value$28.99M
14.31%
Sole
880K
Shared
0.00
None
0.00
GREIF INC
SOLEShares250K
TypeSH
Market value$18.62M
9.19%
Sole
250K
Shared
0.00
None
0.00
MAYVILLE ENGR CO INC
SOLEShares441.91K
TypeSH
Market value$16.55M
8.17%
Sole
441.91K
Shared
0.00
None
0.00
SONOCO PRODS CO
SOLEShares260K
TypeSH
Market value$14.65M
7.23%
Sole
260K
Shared
0.00
None
0.00
STANDARDAERO INC
SOLEShares384K
TypeSH
Market value$11.49M
5.67%
Sole
384K
Shared
0.00
None
0.00
COOPER-STANDARD HOLDINGS INC
SOLEShares360K
TypeSH
Market value$9.74M
4.81%
Sole
360K
Shared
0.00
None
0.00
MAGNITE INC
SOLEShares480K
TypeSH
Market value$9.11M
4.50%
Sole
480K
Shared
0.00
None
0.00
TITAN MACHY INC
SOLEShares430.20K
TypeSH
Market value$9.09M
4.49%
Sole
430.20K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares150K
TypeSH
Market value$8.90M
4.40%
Sole
150K
Shared
0.00
None
0.00
DANA INC
SOLEShares320K
TypeSH
Market value$8.71M
4.30%
Sole
320K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares1.14M
TypeSH
Market value$8.16M
4.03%
Sole
1.14M
Shared
0.00
None
0.00
HEARTLAND EXPRESS INC
SOLEShares480K
TypeSH
Market value$7.31M
3.61%
Sole
480K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares400K
TypeSH
Market value$5.58M
2.75%
Sole
400K
Shared
0.00
None
0.00
MEDIAALPHA INC
SOLEShares440K
TypeSH
Market value$5.53M
2.73%
Sole
440K
Shared
0.00
None
0.00
STONERIDGE INC
SOLEShares700K
TypeSH
Market value$5.12M
2.53%
Sole
700K
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares240K
TypeSH
Market value$4.80M
2.37%
Sole
240K
Shared
0.00
None
0.00
NATIONAL CINEMEDIA INC
SOLEShares1.16M
TypeSH
Market value$4.41M
2.18%
Sole
1.16M
Shared
0.00
None
0.00
TECHTARGET INC
SOLEShares1.22M
TypeSH
Market value$4.37M
2.16%
Sole
1.22M
Shared
0.00
None
0.00
INTERNATIONAL FLAVORS&FRAGRA
SOLEShares35K
TypeSH
Market value$2.77M
1.37%
Sole
35K
Shared
0.00
None
0.00
NEWELL BRANDS INC
SOLEShares430K
TypeSH
Market value$2.64M
1.30%
Sole
430K
Shared
0.00
None
0.00
ANTERIX INC
SOLEShares25K
TypeSH
Market value$2.57M
1.27%
Sole
25K
Shared
0.00
None
0.00
ARHAUS INC
SOLEShares290K
TypeSH
Market value$2.44M
1.21%
Sole
290K
Shared
0.00
None
0.00
MASTERBRAND INC
SOLEShares230K
TypeSH
Market value$2.37M
1.17%
Sole
230K
Shared
0.00
None
0.00
TRIMAS CORP
SOLEShares50K
TypeSH
Market value$2.25M
1.11%
Sole
50K
Shared
0.00
None
0.00
GATES INDL CORP PLC
SOLEShares80K
TypeSH
Market value$2.24M
1.10%
Sole
80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WORLD KINECT CORPORATIONSOLE | COM | 880K | SH | $28.99M 14.31% | 880K | 0.00 | 0.00 |
GREIF INCSOLE | CL A | 250K | SH | $18.62M 9.19% | 250K | 0.00 | 0.00 |
MAYVILLE ENGR CO INCSOLE | COM | 441.91K | SH | $16.55M 8.17% | 441.91K | 0.00 | 0.00 |
SONOCO PRODS COSOLE | COM | 260K | SH | $14.65M 7.23% | 260K | 0.00 | 0.00 |
STANDARDAERO INCSOLE | COM | 384K | SH | $11.49M 5.67% | 384K | 0.00 | 0.00 |
COOPER-STANDARD HOLDINGS INCSOLE | COM | 360K | SH | $9.74M 4.81% | 360K | 0.00 | 0.00 |
MAGNITE INCSOLE | COM | 480K | SH | $9.11M 4.50% | 480K | 0.00 | 0.00 |
TITAN MACHY INCSOLE | COM | 430.20K | SH | $9.09M 4.49% | 430.20K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 150K | SH | $8.90M 4.40% | 150K | 0.00 | 0.00 |
DANA INCSOLE | COM | 320K | SH | $8.71M 4.30% | 320K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 1.14M | SH | $8.16M 4.03% | 1.14M | 0.00 | 0.00 |
HEARTLAND EXPRESS INCSOLE | COM | 480K | SH | $7.31M 3.61% | 480K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 400K | SH | $5.58M 2.75% | 400K | 0.00 | 0.00 |
MEDIAALPHA INCSOLE | CL A | 440K | SH | $5.53M 2.73% | 440K | 0.00 | 0.00 |
STONERIDGE INCSOLE | COM | 700K | SH | $5.12M 2.53% | 700K | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 240K | SH | $4.80M 2.37% | 240K | 0.00 | 0.00 |
NATIONAL CINEMEDIA INCSOLE | COM NEW | 1.16M | SH | $4.41M 2.18% | 1.16M | 0.00 | 0.00 |
TECHTARGET INCSOLE | COM NEW | 1.22M | SH | $4.37M 2.16% | 1.22M | 0.00 | 0.00 |
INTERNATIONAL FLAVORS&FRAGRASOLE | COM | 35K | SH | $2.77M 1.37% | 35K | 0.00 | 0.00 |
NEWELL BRANDS INCSOLE | COM | 430K | SH | $2.64M 1.30% | 430K | 0.00 | 0.00 |
ANTERIX INCSOLE | COM | 25K | SH | $2.57M 1.27% | 25K | 0.00 | 0.00 |
ARHAUS INCSOLE | COM CL A | 290K | SH | $2.44M 1.21% | 290K | 0.00 | 0.00 |
MASTERBRAND INCSOLE | COMMON STOCK | 230K | SH | $2.37M 1.17% | 230K | 0.00 | 0.00 |
TRIMAS CORPSOLE | COM NEW | 50K | SH | $2.25M 1.11% | 50K | 0.00 | 0.00 |
GATES INDL CORP PLCSOLE | ORD SHS | 80K | SH | $2.24M 1.10% | 80K | 0.00 | 0.00 |
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