EVR Research LP

RICHMOND, VA · CIK 1843019 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2021 · limited partnership

Assets managed$365.0m
Staff6 · 4 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $365.0m gross assets
Websiteevrresearch.com
Form ADV · 2026-05-26SEC adviser record

Legal entityEVR RESEARCH LP (US)

Kindhedge funds, futures
Others nearbyRichmond, VA

As an employer

Offices in1 country
Private fundshedge 1

$202.5m reported value +15.4% vs Q1 2026

28positions

67.1%in top 10

9 new 8 added 11 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WORLD KINECT CORPORATION COM WKC	WKC	880,000	$29.0m14.31%	14.31%	Reduced -60.0k	-60,000 -6.4%
2	GREIF INC CL A GEF	GEF	250,000	$18.6m9.19%	9.19%	Added +90.0k	+90,000 56.2%
3	MAYVILLE ENGR CO INC COM MEC	MEC	441,908	$16.6m8.17%	8.17%	Reduced -178.1k	-178,092 -28.7%
4	SONOCO PRODS CO COM SON	SON	260,000	$14.7m7.23%	7.23%	Added +180.0k	+180,000 225.0%
5	STANDARDAERO INC COM SARO	SARO	384,000	$11.5m5.67%	5.67%	Added +219.0k	+219,000 132.7%
6	COOPER STD HLDGS INC COM CPS	CPS	360,000	$9.7m4.81%	4.81%	Reduced -75.0k	-75,000 -17.2%
7	MAGNITE INC COM MGNI	MGNI	480,000	$9.1m4.50%	4.50%	New
8	TITAN MACHY INC COM TITN	TITN	430,200	$9.1m4.49%	4.49%	Added +5.2k	+5,200 1.2%
9	FLOOR & DECOR HLDGS INC CL A FND	FND	150,000	$8.9m4.40%	4.40%	Reduced -80.0k	-80,000 -34.8%
10	DANA INC COM DAN	DAN	320,000	$8.7m4.30%	4.30%	Added +120.0k	+120,000 60.0%
11	ACV AUCTIONS INC COM CL A COM CL A		1,135,000	$8.2m4.03%	4.03%	New
12	HEARTLAND EXPRESS INC COM HTLD	HTLD	480,000	$7.3m3.61%	3.61%	Added +150.0k	+150,000 45.5%
13	DRIVEN BRANDS HLDGS INC COM DRVN	DRVN	400,000	$5.6m2.75%	2.75%	Reduced -140.0k	-140,000 -25.9%
14	MEDIAALPHA INC CL A MAX	MAX	440,000	$5.5m2.73%	2.73%	New
15	STONERIDGE INC COM SRI	SRI	700,000	$5.1m2.53%	2.53%	Reduced -70.0k	-70,000 -9.1%
16	SELECT WATER SOLUTIONS INC CL A COM WTTR	WTTR	240,000	$4.8m2.37%	2.37%	Reduced -210.0k	-210,000 -46.7%
17	NATIONAL CINEMEDIA INC COM NEW NCMI	NCMI	1,160,000	$4.4m2.18%	2.18%	Added +30.0k	+30,000 2.6%
18	TECHTARGET INC COM NEW TTGT	TTGT	1,215,000	$4.4m2.16%	2.16%	Reduced -65.0k	-65,000 -5.1%
19	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	35,000	$2.8m1.37%	1.37%	New
20	NEWELL BRANDS INC COM NWL	NWL	430,000	$2.6m1.30%	1.30%	New
21	ANTERIX INC COM ATEX	ATEX	25,000	$2.6m1.27%	1.27%	New
22	ARHAUS INC COM CL A ARHS	ARHS	290,000	$2.4m1.21%	1.21%	Reduced -210.0k	-210,000 -42.0%
23	MASTERBRAND INC COMMON STOCK MBC	MBC	230,000	$2.4m1.17%	1.17%	Reduced -70.0k	-70,000 -23.3%
24	TRIMAS CORP COM NEW TRS	TRS	50,000	$2.3m1.11%	1.11%	New
25	GATES INDL CORP PLC ORD SHS 9666678D	9666678D	80,000	$2.2m1.10%	1.10%	Reduced -80.0k	-80,000 -50.0%
26	AMERICAN VANGUARD CORP COM AVD	AVD	775,000	$2.2m1.07%	1.07%	Added +55.0k	+55,000 7.6%
27	KFORCE INC COM KFRC	KFRC	25,000	$1.2m0.58%	0.58%	New
28	WABASH NATL CORP COM WNC	WNC	58,000	$783.0k0.39%	0.39%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NATIONAL PRESTO INDS INC NPK	NPK	65,000	$8.9m65.0k shares
OMNICELL COM OMCL	OMCL	173,000	$5.8m173.0k shares
COSTAR GROUP INC CSGP	CSGP	130,000	$5.2m130.0k shares
ENOVIS CORPORATION ENOV	ENOV	225,000	$5.1m225.0k shares
WEYERHAEUSER CO MTN BE WY	WY	200,000	$4.9m200.0k shares
SCHOLASTIC CORP SCHL	SCHL	110,000	$4.3m110.0k shares
LITHIA MTRS INC LAD	LAD	15,000	$3.7m15.0k shares
SENECA FOODS CORP NEW SENEA	SENEA	23,000	$3.5m23.0k shares
CELANESE CORP DEL CE	CE	40,000	$2.6m40.0k shares
CLEAR CHANNEL OUTDOOR HLDGS CCO	CCO	485,000	$1.1m485.0k shares