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EVR Research LP

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13F filer, CIK 1843019, RICHMOND, VA

EVR Research LP reported $202,529,688 across 28 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 67.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001843019-26-000004

Period
2026-06-30
Reported value
$203M
Holdings
28
Top 10 weight
67.07%
New
9
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SONadded+180,000$10.1M
MGNInew+480,000$9.11M
ACVAnew+1,135,000$8.16M
GEFadded+90,000$6.7M
SAROadded+219,000$6.55M

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
NPKexited-65,000-$8.91M
MECreduced-178,092-$6.67M
OMCLexited-173,000-$5.77M
CSGPexited-130,000-$5.24M
ENOVexited-225,000-$5.12M

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, Q2 2026

Share positions as resolved from 13F-HR 0001843019-26-000004, largest first. % of portfolio is the value over $202,529,688, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WKCWORLD KINECT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,000 shares; 2024Q4: 710,000 shares; 2025Q1: 710,000 shares; 2025Q2: 580,000 shares; 2025Q3: 600,000 shares; 2025Q4: 740,000 shares; 2026Q1: 940,000 shares; 2026Q2: 880,000 shares 880,000$29M14.31%-60,000Timeline
GEFGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,000 shares; 2026Q1: 160,000 shares; 2026Q2: 250,000 shares 250,000$18.6M9.19%+90,000Timeline
MECMAYVILLE ENGR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 605,000 shares; 2026Q1: 620,000 shares; 2026Q2: 441,908 shares 441,908$16.6M8.17%-178,092Timeline
SONSONOCO PRODS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares; 2025Q4: 220,000 shares; 2026Q1: 80,000 shares; 2026Q2: 260,000 shares 260,000$14.7M7.23%+180,000Timeline
SAROSTANDARDAERO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,000 shares; 2026Q2: 384,000 shares 384,000$11.5M5.67%+219,000Timeline
CPSCOOPER-STANDARD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175,000 shares; 2025Q4: 375,000 shares; 2026Q1: 435,000 shares; 2026Q2: 360,000 shares 360,000$9.74M4.81%-75,000Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480,000 shares 480,000$9.11M4.5%newTimeline
TITNTITAN MACHY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,000 shares; 2025Q2: 200,000 shares; 2025Q3: 250,000 shares; 2025Q4: 465,000 shares; 2026Q1: 425,000 shares; 2026Q2: 430,200 shares 430,200$9.09M4.49%+5,200Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,000 shares; 2026Q1: 230,000 shares; 2026Q2: 150,000 shares 150,000$8.9M4.4%-80,000Timeline
DANDANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 630,000 shares; 2025Q2: 890,000 shares; 2025Q3: 800,000 shares; 2025Q4: 730,000 shares; 2026Q1: 200,000 shares; 2026Q2: 320,000 shares 320,000$8.71M4.3%+120,000Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,135,000 shares 1,135,000$8.16M4.03%newTimeline
HTLDHEARTLAND EXPRESS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330,000 shares; 2026Q2: 480,000 shares 480,000$7.31M3.61%+150,000Timeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540,000 shares; 2026Q2: 400,000 shares 400,000$5.58M2.75%-140,000Timeline
MAXMEDIAALPHA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 440,000 shares 440,000$5.53M2.73%newTimeline
SRISTONERIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870,000 shares; 2024Q4: 200,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770,000 shares; 2026Q2: 700,000 shares 700,000$5.12M2.53%-70,000Timeline
WTTRSELECT WATER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700,000 shares; 2024Q4: not reported; 2025Q1: 920,000 shares; 2025Q2: 780,000 shares; 2025Q3: 900,000 shares; 2025Q4: 500,000 shares; 2026Q1: 450,000 shares; 2026Q2: 240,000 shares 240,000$4.8M2.37%-210,000Timeline
NCMINATIONAL CINEMEDIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 1,130,000 shares; 2026Q2: 1,160,000 shares 1,160,000$4.41M2.18%+30,000Timeline
TTGTTECHTARGET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010,000 shares; 2025Q4: 1,165,130 shares; 2026Q1: 1,280,000 shares; 2026Q2: 1,215,000 shares 1,215,000$4.37M2.16%-65,000Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,000 shares 35,000$2.77M1.37%newTimeline
NWLNEWELL BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: not reported; 2026Q2: 430,000 shares 430,000$2.64M1.3%newTimeline
ATEXANTERIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000$2.57M1.27%newTimeline
ARHSARHAUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 150,000 shares; 2026Q1: 500,000 shares; 2026Q2: 290,000 shares 290,000$2.44M1.21%-210,000Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 200,000 shares; 2026Q1: 300,000 shares; 2026Q2: 230,000 shares 230,000$2.37M1.17%-70,000Timeline
TRSTRIMAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000$2.25M1.11%newTimeline
GTESGATES INDL CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920,000 shares; 2024Q4: 480,000 shares; 2025Q1: 370,000 shares; 2025Q2: 575,000 shares; 2025Q3: 50,000 shares; 2025Q4: 170,000 shares; 2026Q1: 160,000 shares; 2026Q2: 80,000 shares 80,000$2.24M1.1%-80,000Timeline
AVDAMERICAN VANGUARD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,784 shares; 2025Q3: 340,000 shares; 2025Q4: 618,657 shares; 2026Q1: 720,000 shares; 2026Q2: 775,000 shares 775,000$2.17M1.07%+55,000Timeline
KFRCKFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000$1.17M0.58%newTimeline
WNCWABASH NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,000 shares 58,000$783K0.39%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
IWMISHARES TR3,000$74.4Mput
NPKNATIONAL PRESTO INDS INC65,000$8.91Mshares
OMCLOMNICELL COM173,000$5.77Mshares
CSGPCOSTAR GROUP INC130,000$5.24Mshares
ENOVENOVIS CORPORATION225,000$5.12Mshares
WYWEYERHAEUSER CO200,000$4.89Mshares
SCHLSCHOLASTIC CORP110,000$4.3Mshares
LADLITHIA MTRS INC15,000$3.75Mshares
SENEASENECA FOODS CORP NEW23,000$3.48Mshares
CECELANESE CORP DEL40,000$2.63Mshares
CCOCLEAR CHANNEL OUTDOOR HLDGS485,000$1.15Mshares

How Q2 2026 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 0001843019-26-000004 base2026-08-13acceptance time not in the bulk data set