EVR Research LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
EVR Research LP disclosed 30 US equity positions worth $221.4m in its Q1 2025 13F filing. The largest position was BASE at 18.1% of the reported book, followed by WKC and ALITEUR. Against the Q4 2024 filing, it opened 9 new positions, added to 10 and reduced 10 among the top 30 holdings.
What did EVR Research LP own in Q1 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | BASE COUCHBASE INC | 18.1% | $40.2m | 2,550,000 | -2% | reduced | |
| 2 | WKC WORLD KINECT CORPORATION | Energy | 9.1% | $20.1m | 710,000 | 0% | held |
| 3 | ALITEUR ALIGHT INC | 7.5% | $16.7m | 2,810,239 | 23% | added | |
| 4 | PRO PROS HOLDINGS INC | 6.3% | $13.9m | 727,822 | 940% | added | |
| 5 | BLBD BLUE BIRD CORP | Industrials | 6.2% | $13.8m | 425,000 | 4% | added |
| 6 | WTTR SELECT WATER SOLUTIONS INC | Energy | 4.4% | $9.7m | 920,000 | – | new |
| 7 | TWI TITAN INTL INC ILL | Industrials | 4.2% | $9.2m | 1,100,000 | – | new |
| 8 | GPN GLOBAL PMTS INC | Industrials | 4.0% | $8.8m | 90,000 | -25% | reduced |
| 9 | NWL NEWELL BRANDS INC | Consumer Defensive | 3.9% | $8.7m | 1,400,000 | 27% | added |
| 10 | JAMF JAMF HLDG CORP | 3.8% | $8.5m | 700,000 | -47% | reduced | |
| 11 | DAN DANA INC | Consumer Cyclical | 3.8% | $8.4m | 630,000 | – | new |
| 12 | KMX CARMAX INC | Consumer Cyclical | 3.2% | $7.0m | 90,000 | -55% | reduced |
| 13 | GATES INDL CORP PLC | 3.1% | $6.8m | 370,000 | -23% | reduced | |
| 14 | ASTS AST SPACEMOBILE INC | Technology | 3.0% | $6.6m | 290,000 | – | new |
| 15 | DG DOLLAR GEN CORP NEW | Consumer Defensive | 2.8% | $6.2m | 70,000 | – | new |
| 16 | GDRX GOODRX HLDGS INC | Healthcare | 2.6% | $5.7m | 1,300,000 | 243% | added |
| 17 | OPEN LENDING CORP | 2.6% | $5.7m | 2,075,000 | 2% | added | |
| 18 | ECVT ECOVYST INC | Basic Materials | 2.4% | $5.3m | 850,000 | -15% | reduced |
| 19 | TITN TITAN MACHY INC | Industrials | 1.4% | $3.1m | 180,000 | – | new |
| 20 | UFPT UFP TECHNOLOGIES INC | Healthcare | 1.4% | $3.0m | 14,823 | -18% | reduced |
| 21 | AI C3 AI INC | Technology | 1.3% | $2.8m | 132,900 | -48% | reduced |
| 22 | SCHL SCHOLASTIC CORP | Communication Services | 1.1% | $2.5m | 130,000 | 8% | added |
| 23 | DBD DIEBOLD NIXDORF INC | Technology | 1.1% | $2.4m | 55,667 | – | new |
| 24 | SMR NUSCALE PWR CORP | Industrials | 0.9% | $2.0m | 140,000 | 180% | added |
| 25 | EOSE EOS ENERGY ENTERPRISES INC | Industrials | 0.7% | $1.6m | 420,000 | 2% | added |
| 26 | STHO STAR HLDGS | 0.4% | $936.1k | 110,000 | 10% | added | |
| 27 | GDOT GREEN DOT CORP | Financial Services | 0.4% | $844.0k | 100,000 | – | new |
| 28 | SSTI SOUNDTHINKING INC | Technology | 0.3% | $568.2k | 33,520 | -90% | reduced |
| 29 | RDW REDWIRE CORPORATION | Industrials | 0.2% | $397.2k | 47,919 | – | new |
| 30 | VUZI VUZIX CORP | 0.1% | $204.0k | 100,000 | -44% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.