13F-HR filed by EVR Research LP
EVR Research LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 33 holding rows worth $185,309,083.
- Accession
- 0001843019-26-000002
- Filer
- CIK 1843019
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 33 entries on the cover page, a total value of $185,309,083 stated on the cover page (in dollars after the unit check, H1), rows summing to $185,309,083 with VALUE read as dollars as filed, 13F file number 028-20962. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DANA INC | 235825205 | COM | 730,000 | $17,344,800 | dollars as filed | |
| WORLD KINECT CORPORATION | 981475106 | COM | 740,000 | $17,338,200 | dollars as filed | |
| COOPER STANDARD HOLDING | 21676P103 | COMMON STOCK | 375,000 | $12,311,250 | dollars as filed | |
| GREIF INC | 397624107 | CL A | 175,000 | $11,847,500 | dollars as filed | |
| MAYVILLE ENGINEERING CO INC | 578605107 | COMMON STOCK | 605,000 | $11,325,600 | dollars as filed | |
| SONOCO PRODS CO | 835495102 | COM | 220,000 | $9,600,800 | dollars as filed | |
| C3 AI INC | 12468P104 | CL A | 600,400 | $8,093,392 | dollars as filed | |
| NATIONAL PRESTO INDS INC | 637215104 | COMMON STOCK | 75,000 | $8,007,000 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 55,000 | $7,302,350 | dollars as filed | |
| TITAN MACHY INC | 88830R101 | COM | 465,000 | $6,993,600 | dollars as filed | |
| TECHTARGET INC | 87874R308 | COM NEW | 1,165,130 | $6,291,702 | dollars as filed | |
| SCHOLASTIC CORP COM | 807066105 | Stock | 210,000 | $6,222,300 | dollars as filed | |
| INGEVITY CORP COM | 45688C107 | Stock | 100,000 | $5,918,000 | dollars as filed | |
| CELANESE CORP DEL COM | 150870103 | Stock | 137,000 | $5,792,360 | dollars as filed | |
| SELECT WATER SOLUTIONS INC | 81617J301 | CL A COM | 500,000 | $5,260,000 | dollars as filed | |
| CLEAR CHANNEL OUTDOOR HLDGS | 18453H106 | COM | 2,350,000 | $5,193,500 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 85,000 | $5,175,650 | dollars as filed | |
| TITAN INTERNATIONAL INC | 88830M102 | COMMON STOCK | 530,000 | $4,149,900 | dollars as filed | |
| GATES INDL CORP PLC | G39108108 | ORD SHS | 170,000 | $3,649,900 | dollars as filed | |
| SPS COMM INC COM | 78463M107 | Stock | 40,000 | $3,565,200 | dollars as filed | |
| SPROUT SOCIAL INC COM CL A | 85209W109 | Stock | 300,000 | $3,381,000 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 85,000 | $2,788,000 | dollars as filed | |
| SENECA FOODS CORP NEW | 817070501 | CL A | 23,000 | $2,544,490 | dollars as filed | |
| AMERICAN VANGUARD CORP | 030371108 | COM | 618,657 | $2,363,270 | dollars as filed | |
| MASTERBRAND INC | 57638P104 | COMMON STOCK | 200,000 | $2,208,000 | dollars as filed | |
| QUANEX BLDG PRODS CORP COM | 747619104 | Stock | 130,000 | $1,999,400 | dollars as filed | |
| UNIFIRST CORP MASS | 904708104 | COM | 10,000 | $1,929,000 | dollars as filed | |
| RED CAT HLDGS INC | 75644T100 | COM | 215,000 | $1,704,950 | dollars as filed | |
| ARHAUS INC | 04035M102 | COMMON STOCK | 150,000 | $1,681,500 | dollars as filed | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 400,000 | $1,488,000 | dollars as filed | |
| CITI TRENDS INC | 17306X102 | COMMON STOCK | 30,000 | $1,246,800 | dollars as filed | |
| NATIONAL CINEMEDIA INC | 635309206 | COMMON STOCK | 100,000 | $389,000 | dollars as filed | |
| REDWIRE CORPORATION | 75776W103 | COM | 26,667 | $202,669 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001843019-26-000002 | this filing | 2026-02-17 | acceptance time not in the bulk data set |