EVR Research LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
EVR Research LP disclosed 27 US equity positions worth $191.0m in its Q2 2025 13F filing. The largest position was PRO at 14.8% of the reported book, followed by WKC and ASTS. Against the Q1 2025 filing, it opened 7 new positions, added to 10 and reduced 10 among the top 27 holdings.
What did EVR Research LP own in Q2 2025? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PRO PROS HOLDINGS INC | 14.8% | $28.2m | 1,800,000 | 147% | added | |
| 2 | WKC WORLD KINECT CORPORATION | Energy | 8.6% | $16.4m | 580,000 | -18% | reduced |
| 3 | ASTS AST SPACEMOBILE INC | Technology | 8.1% | $15.4m | 330,000 | 14% | added |
| 4 | DAN DANA INC | Consumer Cyclical | 8.0% | $15.3m | 890,000 | 41% | added |
| 5 | TWI TITAN INTL INC ILL | Industrials | 7.5% | $14.4m | 1,400,000 | 27% | added |
| 6 | ALITEUR ALIGHT INC | 7.4% | $14.2m | 2,500,000 | -11% | reduced | |
| 7 | GATES INDL CORP PLC | 6.9% | $13.2m | 575,000 | 55% | added | |
| 8 | GT GOODYEAR TIRE & RUBR CO | Consumer Cyclical | 5.4% | $10.4m | 1,000,000 | – | new |
| 9 | JAMF JAMF HLDG CORP | 3.6% | $6.8m | 720,000 | 3% | added | |
| 10 | WTTR SELECT WATER SOLUTIONS INC | Energy | 3.5% | $6.7m | 780,000 | -15% | reduced |
| 11 | UFPT UFP TECHNOLOGIES INC | Healthcare | 2.6% | $5.0m | 20,634 | 39% | added |
| 12 | ECVT ECOVYST INC | Basic Materials | 2.6% | $4.9m | 600,000 | -29% | reduced |
| 13 | RKT ROCKET COS INC | Financial Services | 2.2% | $4.3m | 300,000 | – | new |
| 14 | UWMC UWM HOLDINGS CORPORATION | Financial Services | 2.2% | $4.2m | 1,011,825 | – | new |
| 15 | NWL NEWELL BRANDS INC | Consumer Defensive | 2.1% | $4.0m | 750,000 | -46% | reduced |
| 16 | TITN TITAN MACHY INC | Industrials | 2.1% | $4.0m | 200,000 | 11% | added |
| 17 | EOSE EOS ENERGY ENTERPRISES INC | Industrials | 2.0% | $3.9m | 760,000 | 81% | added |
| 18 | SMR NUSCALE PWR CORP | Industrials | 1.9% | $3.6m | 90,000 | -36% | reduced |
| 19 | BLBD BLUE BIRD CORP | Industrials | 1.8% | $3.5m | 80,000 | -81% | reduced |
| 20 | AI C3 AI INC | Technology | 1.6% | $3.1m | 127,900 | -4% | reduced |
| 21 | SCHL SCHOLASTIC CORP | Communication Services | 1.3% | $2.5m | 119,730 | -8% | reduced |
| 22 | RDW REDWIRE CORPORATION | Industrials | 0.9% | $1.7m | 105,000 | 119% | added |
| 23 | U UNITY SOFTWARE INC | Technology | 0.8% | $1.5m | 60,000 | – | new |
| 24 | MYE MYERS INDS INC | Consumer Cyclical | 0.8% | $1.4m | 100,000 | – | new |
| 25 | SHOE SHOE CARNIVAL INC | 0.6% | $1.2m | 65,000 | – | new | |
| 26 | AVD AMERICAN VANGUARD CORP | Basic Materials | 0.3% | $563.6k | 143,784 | – | new |
| 27 | STHO STAR HLDGS | 0.3% | $546.7k | 70,000 | -36% | 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.