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EVR Research LP

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13F filer, CIK 1843019, RICHMOND, VA

EVR Research LP reported $167,172,126 across 26 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 76.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001843019-25-000005

Period
2025-09-30
Reported value
$167M
Holdings
26
Top 10 weight
76.46%
New
11
Sold out
15

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CPSnew+175,000$6.46M
TTGTnew+1,010,000$5.87M
PRKSnew+100,000$5.17M
JAMFadded+480,000$5.14M
NPKnew+41,000$4.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ASTSexited-330,000-$15.4M
ALITexited-2,500,000-$14.2M
GTESreduced-525,000-$13M
TWIreduced-890,000-$6.73M
UFPTexited-20,634-$5.04M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001843019-25-000005, largest first. % of portfolio is the value over $167,172,126, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PROPROS Holdings IncQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,601 shares; 2024Q4: 70,000 shares; 2025Q1: 727,822 shares; 2025Q2: 1,800,000 shares; 2025Q3: 2,000,000 shares 2,000,000$45.8M27.41%+200,000Timeline
DANDANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 630,000 shares; 2025Q2: 890,000 shares; 2025Q3: 800,000 shares 800,000$16M9.59%-90,000Timeline
WKCWORLD KINECT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,000 shares; 2024Q4: 710,000 shares; 2025Q1: 710,000 shares; 2025Q2: 580,000 shares; 2025Q3: 600,000 shares 600,000$15.6M9.31%+20,000Timeline
JAMFJAMF HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850,000 shares; 2024Q4: 1,310,000 shares; 2025Q1: 700,000 shares; 2025Q2: 720,000 shares; 2025Q3: 1,200,000 shares 1,200,000$12.8M7.68%+480,000Timeline
WTTRSELECT WATER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,000 shares; 2024Q4: not reported; 2025Q1: 920,000 shares; 2025Q2: 780,000 shares; 2025Q3: 900,000 shares 900,000$9.62M5.76%+120,000Timeline
CPSCOOPER-STANDARD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,000 shares 175,000$6.46M3.87%newTimeline
TTGTTECHTARGET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010,000 shares 1,010,000$5.87M3.51%newTimeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000,000 shares; 2025Q3: 700,000 shares 700,000$5.24M3.13%-300,000Timeline
SCHLSCHOLASTIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 120,000 shares; 2025Q1: 130,000 shares; 2025Q2: 119,730 shares; 2025Q3: 190,000 shares 190,000$5.2M3.11%+70,270Timeline
PRKSUNITED PARKS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares 100,000$5.17M3.09%newTimeline
NPKNATIONAL PRESTO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,000 shares 41,000$4.6M2.75%newTimeline
TITNTITAN MACHY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,000 shares; 2025Q2: 200,000 shares; 2025Q3: 250,000 shares 250,000$4.18M2.5%+50,000Timeline
CCOCLEAR CHANNEL OUTDOOR HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500,000 shares 2,500,000$3.95M2.36%newTimeline
TWITITAN INTL INC ILLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100,000 shares; 2025Q2: 1,400,000 shares; 2025Q3: 510,000 shares 510,000$3.86M2.31%-890,000Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,500 shares; 2024Q4: 257,900 shares; 2025Q1: 132,900 shares; 2025Q2: 127,900 shares; 2025Q3: 185,400 shares 185,400$3.21M1.92%+57,500Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470,000 shares; 2024Q4: 1,100,000 shares; 2025Q1: 1,400,000 shares; 2025Q2: 750,000 shares; 2025Q3: 600,000 shares 600,000$3.14M1.88%-150,000Timeline
MYEMYERS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 180,000 shares 180,000$3.05M1.82%+80,000Timeline
SENEASENECA FOODS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,000 shares 21,000$2.27M1.36%newTimeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares 50,000$2.15M1.29%newTimeline
FTKFLOTEK INDUSTRIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,000 shares 140,000$2.04M1.22%newTimeline
WNCWABASH NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares 200,000$1.97M1.18%newTimeline
AVDAMERICAN VANGUARD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,784 shares; 2025Q3: 340,000 shares 340,000$1.95M1.17%+196,216Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920,000 shares; 2024Q4: 480,000 shares; 2025Q1: 370,000 shares; 2025Q2: 575,000 shares; 2025Q3: 50,000 shares 50,000$1.24M0.74%-525,000Timeline
ARHSARHAUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares 100,000$1.06M0.64%newTimeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares 25,000$329K0.2%newTimeline
STHOSTAR HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,078 shares; 2024Q4: 100,000 shares; 2025Q1: 110,000 shares; 2025Q2: 70,000 shares; 2025Q3: 40,000 shares 40,000$329K0.2%-30,000Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IWMISHARES TR150,000$32.4Mput
ASTSAST SPACEMOBILE INC330,000$15.4Mshares
ALITALIGHT INC2,500,000$14.2Mshares
PROPROS Holdings Inc350,000$5.48Mcall
UFPTUFP TECHNOLOGIES INC20,634$5.04Mshares
ECVTECOVYST INC600,000$4.94Mshares
RKTROCKET COS INC300,000$4.25Mshares
UWMCUWM HOLDINGS CORPORATION1,011,825$4.19Mshares
EOSEEOS ENERGY ENTERPRISES INC760,000$3.89Mshares
SMRNUSCALE PWR CORP90,000$3.56Mshares
BLBDBLUE BIRD CORP80,000$3.45Mshares
RDWREDWIRE CORPORATION105,000$1.71Mshares
UUNITY SOFTWARE INC60,000$1.45Mshares
NWLNEWELL BRANDS INC250,000$1.35Mcall
SHOESHOE STA GROUP INC65,000$1.22Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001843019-25-000005 base2025-11-13acceptance time not in the bulk data set