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EVR Research LP

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13F filer, CIK 1843019, RICHMOND, VA

EVR Research LP reported $185,309,083 across 33 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 59.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001843019-26-000002

Period
2025-12-31
Reported value
$185M
Holdings
33
Top 10 weight
59.45%
New
15
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GEFnew+175,000$11.8M
MECnew+605,000$11.3M
SONadded+170,000$7.42M
DGnew+55,000$7.3M
CPSadded+200,000$6.57M

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
PROexited-2,000,000-$45.8M
JAMFexited-1,200,000-$12.8M
GTexited-700,000-$5.24M
PRKSexited-100,000-$5.17M
WTTRreduced-400,000-$4.21M

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, Q4 2025

Share positions as resolved from 13F-HR 0001843019-26-000002, largest first. % of portfolio is the value over $185,309,083, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DANDANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 630,000 shares; 2025Q2: 890,000 shares; 2025Q3: 800,000 shares; 2025Q4: 730,000 shares 730,000$17.3M9.36%-70,000Timeline
WKCWORLD KINECT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,000 shares; 2024Q4: 710,000 shares; 2025Q1: 710,000 shares; 2025Q2: 580,000 shares; 2025Q3: 600,000 shares; 2025Q4: 740,000 shares 740,000$17.3M9.36%+140,000Timeline
CPSCOOPER-STANDARD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,000 shares; 2025Q4: 375,000 shares 375,000$12.3M6.64%+200,000Timeline
GEFGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,000 shares 175,000$11.8M6.39%newTimeline
MECMAYVILLE ENGR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 605,000 shares 605,000$11.3M6.11%newTimeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares; 2025Q4: 220,000 shares 220,000$9.6M5.18%+170,000Timeline
AIC3 AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,500 shares; 2024Q4: 257,900 shares; 2025Q1: 132,900 shares; 2025Q2: 127,900 shares; 2025Q3: 185,400 shares; 2025Q4: 600,400 shares 600,400$8.09M4.37%+415,000Timeline
NPKNATIONAL PRESTO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,000 shares; 2025Q4: 75,000 shares 75,000$8.01M4.32%+34,000Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,000 shares 55,000$7.3M3.94%newTimeline
TITNTITAN MACHY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,000 shares; 2025Q2: 200,000 shares; 2025Q3: 250,000 shares; 2025Q4: 465,000 shares 465,000$6.99M3.77%+215,000Timeline
TTGTTECHTARGET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010,000 shares; 2025Q4: 1,165,130 shares 1,165,130$6.29M3.4%+155,130Timeline
SCHLSCHOLASTIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 120,000 shares; 2025Q1: 130,000 shares; 2025Q2: 119,730 shares; 2025Q3: 190,000 shares; 2025Q4: 210,000 shares 210,000$6.22M3.36%+20,000Timeline
NGVTINGEVITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,000 shares; 2024Q4: 280,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000$5.92M3.19%newTimeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,000 shares 137,000$5.79M3.13%newTimeline
WTTRSELECT WATER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700,000 shares; 2024Q4: not reported; 2025Q1: 920,000 shares; 2025Q2: 780,000 shares; 2025Q3: 900,000 shares; 2025Q4: 500,000 shares 500,000$5.26M2.84%-400,000Timeline
CCOCLEAR CHANNEL OUTDOOR HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500,000 shares; 2025Q4: 2,350,000 shares 2,350,000$5.19M2.8%-150,000Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,000 shares 85,000$5.18M2.79%newTimeline
TWITITAN INTL INC ILLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100,000 shares; 2025Q2: 1,400,000 shares; 2025Q3: 510,000 shares; 2025Q4: 530,000 shares 530,000$4.15M2.24%+20,000Timeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920,000 shares; 2024Q4: 480,000 shares; 2025Q1: 370,000 shares; 2025Q2: 575,000 shares; 2025Q3: 50,000 shares; 2025Q4: 170,000 shares 170,000$3.65M1.97%+120,000Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,000 shares 40,000$3.57M1.92%newTimeline
SPTSPROUT SOCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares 300,000$3.38M1.82%newTimeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,000 shares; 2024Q4: 70,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,000 shares 85,000$2.79M1.5%newTimeline
SENEASENECA FOODS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,000 shares; 2025Q4: 23,000 shares 23,000$2.54M1.37%+2,000Timeline
AVDAMERICAN VANGUARD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,784 shares; 2025Q3: 340,000 shares; 2025Q4: 618,657 shares 618,657$2.36M1.28%+278,657Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 200,000 shares 200,000$2.21M1.19%+175,000Timeline
NXQUANEX BLDG PRODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,000 shares 130,000$2M1.08%newTimeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000$1.93M1.04%newTimeline
RCATRED CAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215,000 shares 215,000$1.7M0.92%newTimeline
ARHSARHAUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 150,000 shares 150,000$1.68M0.91%+50,000Timeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 400,000 shares 400,000$1.49M0.8%-200,000Timeline
CTRNCITI TRENDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000$1.25M0.67%newTimeline
NCMINATIONAL CINEMEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares 100,000$389K0.21%newTimeline
RDWREDWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,919 shares; 2025Q2: 105,000 shares; 2025Q3: not reported; 2025Q4: 26,667 shares 26,667$203K0.11%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
PROPROS Holdings Inc2,000,000$45.8Mshares
JAMFJAMF HOLDING CORP1,200,000$12.8Mshares
GTGOODYEAR TIRE & RUBR CO700,000$5.24Mshares
PRKSUNITED PARKS & RESORTS INC100,000$5.17Mshares
MYEMYERS INDS INC180,000$3.05Mshares
FTKFLOTEK INDUSTRIES INC140,000$2.04Mshares
WNCWABASH NATL CORP200,000$1.97Mshares
STHOSTAR HLDGS40,000$329Kshares

How Q4 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 0001843019-26-000002 base2026-02-17acceptance time not in the bulk data set