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Q2 2026 13F · SEC CIK 1843019

EVR Research LP

Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$202.5M
Reported positions
28
Top holdings a year, 3 yrs
+11.6%
Assets under management
$365.0M

EVR Research LP is a hedge fund that reported 28 positions worth $202.5M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were World Kinect Corporation (WKC, 14.3%), Greif Inc (GEF, 9.2%), Mayville Engr Co Inc (MEC, 8.2%). A portfolio copying its top holdings returned 11.6% a year over the last 3 years, against 22.3% for the S&P 500.

EVR Research LP holdings all 28 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

EVR Research LP 13F holdings
Stock% of 13F valueShare changeReported value
WKCWorld Kinect Corporation14.3%-6.4%$29.0M
GEFGreif Inc9.2%+56.3%$18.6M
MECMayville Engr Co Inc8.2%-28.7%$16.6M
SONSonoco Prods Co7.2%+225.0%$14.7M
SAROStandardaero Inc5.7%+132.7%$11.5M
CPSCooper-Standard Holdings Inc4.8%-17.2%$9.7M
MGNIMagnite Inc4.5%—$9.1M
TITNTitan Machy Inc4.5%+1.2%$9.1M
FNDFloor & Decor Hldgs Inc4.4%-34.8%$8.9M
DANDana Holding Corp4.3%+60.0%$8.7M
ACVAAcv Auctions Inc4.0%—$8.2M
HTLDHeartland Express Inc Com3.6%+45.5%$7.3M
DRVNDriven Brands Hldgs Inc2.8%-25.9%$5.6M
MAXMediaalpha Inc2.7%—$5.5M
SRIStoneridge Inc2.5%-9.1%$5.1M
WTTRSelect Water Solutions Inc2.4%-46.7%$4.8M
NCMINational Cinemedia Inc2.2%+2.7%$4.4M
TTGTTechtarget Inc2.2%-5.1%$4.4M
IFFInternational Flavors&fragra1.4%—$2.8M
NWLNewell Brands Inc1.3%—$2.6M
ATEXAnterix Inc.1.3%—$2.6M
ARHSArhaus Inc1.2%-42.0%$2.4M
MBCMasterbrand Inc Common Stock1.2%-23.3%$2.4M
TRSTriMas Corp1.1%—$2.3M
G39108108Gates Indl Corp PLC Ord Shs1.1%-50.0%$2.2M
AVDAmerican Vanguard Corp1.1%+7.6%$2.2M
KFRCKforce Inc0.6%—$1.2M
WNCWabash National Corp0.4%—$783K

What EVR Research LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+5.5% /yr
S&P 500 +11.7%
3 years
+11.6% /yr
S&P 500 +22.3%
5 years
+4.9% /yr
S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$202.5M28
Q1 2026$175.6M29
Q4 2025$185.3M33
Q3 2025$167.2M26
Q2 2025$191.0M27
Q1 2025$221.4M30
Q4 2024$295.6M37
Q3 2024$395.1M33
Q2 2024$334.8M31
Q1 2024$446.4M31
Q4 2023$444.9M32
Q3 2023$377.8M39

Questions about EVR Research LP's portfolio

What stocks does EVR Research LP own?

EVR Research LP's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 28 positions worth $202.5M. The largest are World Kinect Corporation (WKC) at 14.3%, Greif Inc (GEF) at 9.2%, Mayville Engr Co Inc (MEC) at 8.2%, Sonoco Prods Co (SON) at 7.2% and Standardaero Inc (SARO) at 5.7%.

What did EVR Research LP buy last quarter?

In Q2 2026, EVR Research LP added a new position in Magnite Inc (MGNI), a new position in Acv Auctions Inc (ACVA), a new position in Mediaalpha Inc (MAX), a new position in International Flavors&fragra (IFF), a new position in Newell Brands Inc (NWL), Sonoco Prods Co (SON) (+225.0% shares), Standardaero Inc (SARO) (+132.7% shares) and Dana Holding Corp (DAN) (+60.0% shares), compared with its Q1 2026 filing.

What did EVR Research LP sell last quarter?

In Q2 2026, EVR Research LP sold all of National Presto Inds Inc (NPK), sold all of Omnicell Com (OMCL), sold all of Costar Group Inc (CSGP), sold all of Enovis Corporation (ENOV), sold all of Weyerhaeuser Company Com New REIT (WY), Gates Indl Corp PLC Ord Shs (-50.0% shares), Select Water Solutions Inc (WTTR) (-46.7% shares) and Arhaus Inc (ARHS) (-42.0% shares), compared with its Q1 2026 filing.

How has EVR Research LP's portfolio performed?

A portfolio copying EVR Research LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.6% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +5.5% against +11.7%. Over 5 years: +4.9% a year against +10.6%.

When is EVR Research LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. EVR Research LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does EVR Research LP manage?

EVR Research LP reported $365.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $202.5M.