EVR Research LP
28 holdingsFiling period: 2026-06-30Current AUM: $191.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WKC | WORLD KINECT CORPORATION | 880.0K | $29.0M | $31.2M | 16.29% | -60,000 | 2026-06-30 |
| 2 | GEF | GREIF INC | 250.0K | $18.6M | $20.4M | 10.63% | +90.0K | 2026-06-30 |
| 3 | MEC | MAYVILLE ENGR CO INC | 441.9K | $16.6M | $7.6M | 3.95% | -178,092 | 2026-06-30 |
| 4 | SON | SONOCO PRODS CO | 260.0K | $14.7M | $12.6M | 6.55% | +180.0K | 2026-06-30 |
| 5 | SARO | STANDARDAERO INC | 384.0K | $11.5M | $8.9M | 4.66% | +219.0K | 2026-06-30 |
| 6 | CPS | COOPER-STANDARD HOLDINGS INC | 360.0K | $9.7M | $8.3M | 4.33% | -75,000 | 2026-06-30 |
| 7 | MGNI | MAGNITE INC | 480.0K | $9.1M | $11.4M | 5.94% | -- | 2026-06-30 |
| 8 | TITN | TITAN MACHY INC | 430.2K | $9.1M | $10.4M | 5.44% | +5.2K | 2026-06-30 |
| 9 | FND | FLOOR & DECOR HLDGS INC | 150.0K | $8.9M | $6.9M | 3.61% | -80,000 | 2026-06-30 |
| 10 | DAN | DANA INC | 320.0K | $8.7M | $9.6M | 5.03% | +120.0K | 2026-06-30 |
| 11 | ACVA | ACV AUCTIONS INC | 1.14M | $8.2M | $11.8M | 6.17% | -- | 2026-06-30 |
| 12 | HTLD | HEARTLAND EXPRESS INC | 480.0K | $7.3M | $6.0M | 3.13% | +150.0K | 2026-06-30 |
| 13 | DRVN | DRIVEN BRANDS HLDGS INC | 400.0K | $5.6M | $5.0M | 2.61% | -140,000 | 2026-06-30 |
| 14 | MAX | MEDIAALPHA INC | 440.0K | $5.5M | $5.0M | 2.63% | -- | 2026-06-30 |
| 15 | SRI | STONERIDGE INC | 700.0K | $5.1M | $5.0M | 2.62% | -70,000 | 2026-06-30 |
| 16 | WTTR | SELECT WATER SOLUTIONS INC | 240.0K | $4.8M | $5.0M | 2.59% | -210,000 | 2026-06-30 |
| 17 | NCMI | NATIONAL CINEMEDIA INC | 1.16M | $4.4M | $2.8M | 1.46% | +30.0K | 2026-06-30 |
| 18 | TTGT | TECHTARGET INC | 1.22M | $4.4M | $4.7M | 2.47% | -65,000 | 2026-06-30 |
| 19 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 35.0K | $2.8M | $2.9M | 1.54% | -- | 2026-06-30 |
| 20 | NWL | NEWELL BRANDS INC | 430.0K | $2.6M | $2.4M | 1.26% | -- | 2026-06-30 |
| 21 | ATEX | ANTERIX INC | 25.0K | $2.6M | $1.9M | 0.99% | -- | 2026-06-30 |
| 22 | ARHS | ARHAUS INC | 290.0K | $2.4M | $2.1M | 1.10% | -210,000 | 2026-06-30 |
| 23 | MBC | MASTERBRAND INC | 230.0K | $2.4M | $1.6M | 0.84% | -70,000 | 2026-06-30 |
| 24 | TRS | TRIMAS CORP | 50.0K | $2.3M | $1.9M | 1.01% | -- | 2026-06-30 |
| 25 | — | GATES INDL CORP PLC | 80.0K | $2.2M | $2.2M | 1.17% | -80,000 | 2026-06-30 |
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