Holders — by stockHoldings — by fund
EVR Research LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001843019
$202.5M
disclosed book value
28
positions
14.3%
largest position share
Positions, as of 2026-06-30
top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WKCWORLD KINECT CORPORATION | 880,000 | $29.0M | 14.3% |
| 2 | GEFGREIF INC | 250,000 | $18.6M | 9.2% |
| 3 | MECMAYVILLE ENGR CO INC | 441,908 | $16.6M | 8.2% |
| 4 | SONSONOCO PRODS CO | 260,000 | $14.7M | 7.2% |
| 5 | SAROSTANDARDAERO INC | 384,000 | $11.5M | 5.7% |
| 6 | CPSCOOPER-STANDARD HOLDINGS INC | 360,000 | $9.7M | 4.8% |
| 7 | MGNIMAGNITE INC | 480,000 | $9.1M | 4.5% |
| 8 | TITNTITAN MACHY INC | 430,200 | $9.1M | 4.5% |
| 9 | FNDFLOOR & DECOR HLDGS INC | 150,000 | $8.9M | 4.4% |
| 10 | DANDANA INC | 320,000 | $8.7M | 4.3% |
| 11 | ACVAACV AUCTIONS INC | 1.1M | $8.2M | 4% |
| 12 | HTLDHEARTLAND EXPRESS INC | 480,000 | $7.3M | 3.6% |
| 13 | DRVNDRIVEN BRANDS HLDGS INC | 400,000 | $5.6M | 2.8% |
| 14 | MAXMEDIAALPHA INC | 440,000 | $5.5M | 2.7% |
| 15 | SRISTONERIDGE INC | 700,000 | $5.1M | 2.5% |
| 16 | WTTRSELECT WATER SOLUTIONS INC | 240,000 | $4.8M | 2.4% |
| 17 | NCMINATIONAL CINEMEDIA INC | 1.2M | $4.4M | 2.2% |
| 18 | TTGTTECHTARGET INC | 1.2M | $4.4M | 2.2% |
| 19 | IFFINTERNATIONAL FLAVORS&FRAGRA | 35,000 | $2.8M | 1.4% |
| 20 | NWLNEWELL BRANDS INC | 430,000 | $2.6M | 1.3% |
| 21 | ATEXANTERIX INC | 25,000 | $2.6M | 1.3% |
| 22 | ARHSARHAUS INC | 290,000 | $2.4M | 1.2% |
| 23 | MBCMASTERBRAND INC | 230,000 | $2.4M | 1.2% |
| 24 | TRSTRIMAS CORP | 50,000 | $2.3M | 1.1% |
| 25 | GTESGATES INDL CORP PLC | 80,000 | $2.2M | 1.1% |
| 26 | AVDAMERICAN VANGUARD CORP | 775,000 | $2.2M | 1.1% |
| 27 | KFRCKFORCE INC | 25,000 | $1.2M | 0.6% |
| 28 | WNCWABASH NATL CORP | 58,000 | $783,000 | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.