Filed: 8/14/2025ACC: 0001970572-25-000006
📋 What this filing means
EVR RESEARCH LP filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $230.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$230.17M
Total AUM (reported)
15.93M
Total Shares
Allocation by class
COM$128.67M55.9%
COM CL A$41.91M18.2%
RUSSELL 2000 ETF$32.37M14.1%
ORD SHS$13.24M5.8%
CL A COM$10.30M4.5%
CL A$3.14M1.4%
SHS BEN INT$546.7K0.2%
Portfolio Concentration
Top 3$82.48M35.8%
4–10$89.67M39.0%
11–25$55.69M24.2%
Rest$2.33M1.0%
Top 3 weight
35.8%
Top 10 weight
74.8%
Voting Authority Distribution
Total shares with voting rights: 15.18M
Sole
Full voting authority
15.18M
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:
PROS HOLDINGS INC
SOLEShares2.15M
TypeSH
Market value$33.67M
14.63%
Sole
1.80M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares150K
TypeSH
Market value$32.37M
14.06%
Sole
0.00
Shared
0.00
None
0.00
WORLD KINECT CORPORATION
SOLEShares580K
TypeSH
Market value$16.44M
7.14%
Sole
580K
Shared
0.00
None
0.00
AST SPACEMOBILE INC
SOLEShares330K
TypeSH
Market value$15.42M
6.70%
Sole
330K
Shared
0.00
None
0.00
DANA INC
SOLEShares890K
TypeSH
Market value$15.26M
6.63%
Sole
890K
Shared
0.00
None
0.00
TITAN INTL INC ILL
SOLEShares1.40M
TypeSH
Market value$14.38M
6.25%
Sole
1.40M
Shared
0.00
None
0.00
ALIGHT INC
SOLEShares2.50M
TypeSH
Market value$14.15M
6.15%
Sole
2.50M
Shared
0.00
None
0.00
GATES INDL CORP PLC
SOLEShares575K
TypeSH
Market value$13.24M
5.75%
Sole
575K
Shared
0.00
None
0.00
GOODYEAR TIRE & RUBR CO
SOLEShares1M
TypeSH
Market value$10.37M
4.51%
Sole
1M
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares720K
TypeSH
Market value$6.85M
2.97%
Sole
720K
Shared
0.00
None
0.00
SELECT WATER SOLUTIONS INC
SOLEShares780K
TypeSH
Market value$6.74M
2.93%
Sole
780K
Shared
0.00
None
0.00
NEWELL BRANDS INC
SOLEShares1M
TypeSH
Market value$5.40M
2.35%
Sole
750K
Shared
0.00
None
0.00
UFP TECHNOLOGIES INC
SOLEShares20.63K
TypeSH
Market value$5.04M
2.19%
Sole
20.63K
Shared
0.00
None
0.00
ECOVYST INC
SOLEShares600K
TypeSH
Market value$4.94M
2.15%
Sole
600K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares300K
TypeSH
Market value$4.25M
1.85%
Sole
300K
Shared
0.00
None
0.00
UWM HOLDINGS CORPORATION
SOLEShares1.01M
TypeSH
Market value$4.19M
1.82%
Sole
1.01M
Shared
0.00
None
0.00
TITAN MACHY INC
SOLEShares200K
TypeSH
Market value$3.96M
1.72%
Sole
200K
Shared
0.00
None
0.00
EOS ENERGY ENTERPRISES INC
SOLEShares760K
TypeSH
Market value$3.89M
1.69%
Sole
760K
Shared
0.00
None
0.00
NUSCALE PWR CORP
SOLEShares90K
TypeSH
Market value$3.56M
1.55%
Sole
90K
Shared
0.00
None
0.00
BLUE BIRD CORP
SOLEShares80K
TypeSH
Market value$3.45M
1.50%
Sole
80K
Shared
0.00
None
0.00
C3 AI INC
SOLEShares127.90K
TypeSH
Market value$3.14M
1.37%
Sole
127.90K
Shared
0.00
None
0.00
SCHOLASTIC CORP
SOLEShares119.73K
TypeSH
Market value$2.51M
1.09%
Sole
119.73K
Shared
0.00
None
0.00
REDWIRE CORPORATION
SOLEShares105K
TypeSH
Market value$1.71M
0.74%
Sole
105K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares60K
TypeSH
Market value$1.45M
0.63%
Sole
60K
Shared
0.00
None
0.00
MYERS INDS INC
SOLEShares100K
TypeSH
Market value$1.45M
0.63%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROS HOLDINGS INCSOLE | COM | 2.15M | SH | $33.67M 14.63% | 1.80M | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 150K | SH | $32.37M 14.06% | 0.00 | 0.00 | 0.00 |
WORLD KINECT CORPORATIONSOLE | COM | 580K | SH | $16.44M 7.14% | 580K | 0.00 | 0.00 |
AST SPACEMOBILE INCSOLE | COM CL A | 330K | SH | $15.42M 6.70% | 330K | 0.00 | 0.00 |
DANA INCSOLE | COM | 890K | SH | $15.26M 6.63% | 890K | 0.00 | 0.00 |
TITAN INTL INC ILLSOLE | COM | 1.40M | SH | $14.38M 6.25% | 1.40M | 0.00 | 0.00 |
ALIGHT INCSOLE | COM CL A | 2.50M | SH | $14.15M 6.15% | 2.50M | 0.00 | 0.00 |
GATES INDL CORP PLCSOLE | ORD SHS | 575K | SH | $13.24M 5.75% | 575K | 0.00 | 0.00 |
GOODYEAR TIRE & RUBR COSOLE | COM | 1M | SH | $10.37M 4.51% | 1M | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 720K | SH | $6.85M 2.97% | 720K | 0.00 | 0.00 |
SELECT WATER SOLUTIONS INCSOLE | CL A COM | 780K | SH | $6.74M 2.93% | 780K | 0.00 | 0.00 |
NEWELL BRANDS INCSOLE | COM | 1M | SH | $5.40M 2.35% | 750K | 0.00 | 0.00 |
UFP TECHNOLOGIES INCSOLE | COM | 20.63K | SH | $5.04M 2.19% | 20.63K | 0.00 | 0.00 |
ECOVYST INCSOLE | COM | 600K | SH | $4.94M 2.15% | 600K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 300K | SH | $4.25M 1.85% | 300K | 0.00 | 0.00 |
UWM HOLDINGS CORPORATIONSOLE | COM CL A | 1.01M | SH | $4.19M 1.82% | 1.01M | 0.00 | 0.00 |
TITAN MACHY INCSOLE | COM | 200K | SH | $3.96M 1.72% | 200K | 0.00 | 0.00 |
EOS ENERGY ENTERPRISES INCSOLE | COM CL A | 760K | SH | $3.89M 1.69% | 760K | 0.00 | 0.00 |
NUSCALE PWR CORPSOLE | CL A COM | 90K | SH | $3.56M 1.55% | 90K | 0.00 | 0.00 |
BLUE BIRD CORPSOLE | COM | 80K | SH | $3.45M 1.50% | 80K | 0.00 | 0.00 |
C3 AI INCSOLE | CL A | 127.90K | SH | $3.14M 1.37% | 127.90K | 0.00 | 0.00 |
SCHOLASTIC CORPSOLE | COM | 119.73K | SH | $2.51M 1.09% | 119.73K | 0.00 | 0.00 |
REDWIRE CORPORATIONSOLE | COM | 105K | SH | $1.71M 0.74% | 105K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 60K | SH | $1.45M 0.63% | 60K | 0.00 | 0.00 |
MYERS INDS INCSOLE | COM | 100K | SH | $1.45M 0.63% | 100K | 0.00 | 0.00 |
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