Evr Research Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Evr Research Lp disclosed 27 stock positions valued at approximately $202.53M as of quarter-end June 30, 2026. The largest holdings include WORLD KINECT CORPORATION, GREIF INC, and MAYVILLE ENGR CO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 27
- Portfolio Value
- $202.53M
Holdings by Sector
Evr Research Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WORLD KINECT CORPORATION | WKC | Energy | 14.31% | 880,000 | -60,000 | -6.38% | $28,987,200 |
| GREIF INC | GEF | Consumer Cyclical | 9.19% | 250,000 | +90,000 | +56.25% | $18,622,500 |
| MAYVILLE ENGR CO INC | MEC | Industrials | 8.17% | 441,908 | -178,092 | -28.72% | $16,553,874 |
| SONOCO PRODS CO | SON | Consumer Cyclical | 7.23% | 260,000 | +180,000 | +225.00% | $14,651,000 |
| STANDARDAERO INC | SARO | Industrials | 5.67% | 384,000 | +219,000 | +132.73% | $11,485,440 |
| COOPER-STANDARD HOLDINGS INC | CPS | Consumer Cyclical | 4.81% | 360,000 | -75,000 | -17.24% | $9,738,000 |
| MAGNITE INC | MGNI | Communication Services | 4.50% | 480,000 | +480,000 | +100.00% | $9,110,400 |
| TITAN MACHY INC | TITN | Industrials | 4.49% | 430,200 | +5,200 | +1.22% | $9,085,824 |
| FLOOR & DECOR HLDGS INC | FND | Consumer Cyclical | 4.40% | 150,000 | -80,000 | -34.78% | $8,904,000 |
| DANA INC | DAN | Consumer Cyclical | 4.30% | 320,000 | +120,000 | +60.00% | $8,707,200 |
| ACV AUCTIONS INC | ACVA | Consumer Cyclical | 4.03% | 1,135,000 | +1,135,000 | +100.00% | $8,160,650 |
| HEARTLAND EXPRESS INC | HTLD | Industrials | 3.61% | 480,000 | +150,000 | +45.45% | $7,305,600 |
| DRIVEN BRANDS HLDGS INC | DRVN | Consumer Cyclical | 2.75% | 400,000 | -140,000 | -25.93% | $5,576,000 |
| MEDIAALPHA INC | MAX | Communication Services | 2.73% | 440,000 | +440,000 | +100.00% | $5,530,800 |
| STONERIDGE INC | SRI | Consumer Cyclical | 2.53% | 700,000 | -70,000 | -9.09% | $5,124,000 |
| SELECT WATER SOLUTIONS INC | WTTR | Energy | 2.37% | 240,000 | -210,000 | -46.67% | $4,795,200 |
| NATIONAL CINEMEDIA INC | NCMI | Communication Services | 2.18% | 1,160,000 | +30,000 | +2.65% | $4,408,000 |
| INTERNATIONAL FLAVORS&FRAGRA | IFF | Basic Materials | 1.37% | 35,000 | +35,000 | +100.00% | $2,772,700 |
| NEWELL BRANDS INC | NWL | Consumer Defensive | 1.30% | 430,000 | +30,000 | +7.50% | $2,640,200 |
| ANTERIX INC | ATEX | Communication Services | 1.27% | 25,000 | +25,000 | +100.00% | $2,573,500 |
| ARHAUS INC | ARHS | Consumer Cyclical | 1.21% | 290,000 | -210,000 | -42.00% | $2,441,800 |
| MASTERBRAND INC | MBC | Consumer Cyclical | 1.17% | 230,000 | -70,000 | -23.33% | $2,366,700 |
| TRIMAS CORP | TRS | Consumer Cyclical | 1.11% | 50,000 | +50,000 | +100.00% | $2,251,500 |
| GATES INDL CORP PLC | GTES | Other | 1.10% | 80,000 | -80,000 | -50.00% | $2,237,600 |
| AMERICAN VANGUARD CORP | AVD | Basic Materials | 1.07% | 775,000 | +55,000 | +7.64% | $2,170,000 |
| KFORCE INC | KFRC | Industrials | 0.58% | 25,000 | +25,000 | +100.00% | $1,173,000 |
| WABASH NATL CORP | WNC | Industrials | 0.39% | 58,000 | +58,000 | +100.00% | $783,000 |
Showing 27 of 27 holdings in the latest reporting period.