Q4 2025 · 13F-HR
EVR Research LPholdings as filed
Filed 2026-02-17 · accession 0001843019-26-000002
$185.3M
Reported value
33
Positions
2025-12-31
Period end
The Brief · EVR Research LP · Q4 2025
AI · grounded in 13F
EVR Research LP closed its position in PRO for a reduction of $45.82M. The fund established new positions in GEF for $11.85M and MEC for $11.33M. Additionally, the fund exited JAMF for $12.84M and increased its share count in SON by 340%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 235825205 | DAN | DANA INC | $17.3M | 9.36% | 730,000 | Common | SOLE |
| 981475106 | WKC | WORLD KINECT CORPORATION | $17.3M | 9.36% | 740,000 | Common | SOLE |
| 21676P103 | CPS | COOPER STD HLDGS INC | $12.3M | 6.64% | 375,000 | Common | SOLE |
| 397624107 | GEF | GREIF INC | $11.8M | 6.39% | 175,000 | Common | SOLE |
| 578605107 | MEC | MAYVILLE ENGR CO INC | $11.3M | 6.11% | 605,000 | Common | SOLE |
| 835495102 | SON | SONOCO PRODS CO | $9.6M | 5.18% | 220,000 | Common | SOLE |
| 12468P104 | AI | C3 AI INC | $8.1M | 4.37% | 600,400 | Common | SOLE |
| 637215104 | NPK | NATIONAL PRESTO INDS INC | $8.0M | 4.32% | 75,000 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP NEW | $7.3M | 3.94% | 55,000 | Common | SOLE |
| 88830R101 | TITN | TITAN MACHY INC | $7.0M | 3.77% | 465,000 | Common | SOLE |
| 87874R308 | TTGT | TECHTARGET INC | $6.3M | 3.40% | 1,165,130 | Common | SOLE |
| 807066105 | SCHL | SCHOLASTIC CORP | $6.2M | 3.36% | 210,000 | Common | SOLE |
| 45688C107 | NGVT | INGEVITY CORP | $5.9M | 3.19% | 100,000 | Common | SOLE |
| 150870103 | CE | CELANESE CORP DEL | $5.8M | 3.13% | 137,000 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $5.3M | 2.84% | 500,000 | Common | SOLE |
| 18453H106 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | $5.2M | 2.80% | 2,350,000 | Common | SOLE |
| 339750101 | FND | FLOOR & DECOR HLDGS INC | $5.2M | 2.79% | 85,000 | Common | SOLE |
| 88830M102 | TWI | TITAN INTL INC ILL | $4.1M | 2.24% | 530,000 | Common | SOLE |
| G39108108 | GTES | GATES INDL CORP PLC | $3.6M | 1.97% | 170,000 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $3.6M | 1.92% | 40,000 | Common | SOLE |
| 85209W109 | SPT | SPROUT SOCIAL INC | $3.4M | 1.82% | 300,000 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $2.8M | 1.50% | 85,000 | Common | SOLE |
| 817070501 | SENEA | SENECA FOODS CORP NEW | $2.5M | 1.37% | 23,000 | Common | SOLE |
| 030371108 | AVD | AMERICAN VANGUARD CORP | $2.4M | 1.28% | 618,657 | Common | SOLE |
| 57638P104 | MBC | MASTERBRAND INC | $2.2M | 1.19% | 200,000 | Common | SOLE |
| 747619104 | NX | QUANEX BLDG PRODS CORP | $2.0M | 1.08% | 130,000 | Common | SOLE |
| 904708104 | UNF | UNIFIRST CORP MASS | $1.9M | 1.04% | 10,000 | Common | SOLE |
| 75644T100 | RCAT | RED CAT HLDGS INC | $1.7M | 0.92% | 215,000 | Common | SOLE |
| 04035M102 | ARHS | ARHAUS INC | $1.7M | 0.91% | 150,000 | Common | SOLE |
| 651229106 | NWL | NEWELL BRANDS INC | $1.5M | 0.80% | 400,000 | Common | SOLE |
| 17306X102 | CTRN | CITI TRENDS INC | $1.2M | 0.67% | 30,000 | Common | SOLE |
| 635309206 | NCMI | NATIONAL CINEMEDIA INC | $389,000 | 0.21% | 100,000 | Common | SOLE |
| 75776W103 | RDW | REDWIRE CORPORATION | $202,669 | 0.11% | 26,667 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.