EVR Research LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
EVR Research LP disclosed 26 US equity positions worth $167.2m in its Q3 2025 13F filing. The largest position was PRO at 27.4% of the reported book, followed by DAN and WKC. Against the Q2 2025 filing, it opened 11 new positions, added to 9 and reduced 6 among the top 26 holdings.
What did EVR Research LP own in Q3 2025? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PRO PROS HOLDINGS INC | 27.4% | $45.8m | 2,000,000 | 11% | added | |
| 2 | DAN DANA INC | Consumer Cyclical | 9.6% | $16.0m | 800,000 | -10% | reduced |
| 3 | WKC WORLD KINECT CORPORATION | Energy | 9.3% | $15.6m | 600,000 | 3% | added |
| 4 | JAMF JAMF HLDG CORP | 7.7% | $12.8m | 1,200,000 | 67% | added | |
| 5 | WTTR SELECT WATER SOLUTIONS INC | Energy | 5.8% | $9.6m | 900,000 | 15% | added |
| 6 | CPS COOPER STD HLDGS INC | Consumer Cyclical | 3.9% | $6.5m | 175,000 | – | new |
| 7 | TTGT TECHTARGET INC | Technology | 3.5% | $5.9m | 1,010,000 | – | new |
| 8 | GT GOODYEAR TIRE & RUBR CO | Consumer Cyclical | 3.1% | $5.2m | 700,000 | -30% | reduced |
| 9 | SCHL SCHOLASTIC CORP | Communication Services | 3.1% | $5.2m | 190,000 | 59% | added |
| 10 | PRKS UNITED PARKS & RESORTS INC | Consumer Cyclical | 3.1% | $5.2m | 100,000 | – | new |
| 11 | NPK NATIONAL PRESTO INDS INC | Industrials | 2.8% | $4.6m | 41,000 | – | new |
| 12 | TITN TITAN MACHY INC | Industrials | 2.5% | $4.2m | 250,000 | 25% | added |
| 13 | CCO CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 2.4% | $4.0m | 2,500,000 | – | new |
| 14 | TWI TITAN INTL INC ILL | Industrials | 2.3% | $3.9m | 510,000 | -64% | reduced |
| 15 | AI C3 AI INC | Technology | 1.9% | $3.2m | 185,400 | 45% | added |
| 16 | NWL NEWELL BRANDS INC | Consumer Defensive | 1.9% | $3.1m | 600,000 | -20% | reduced |
| 17 | MYE MYERS INDS INC | Consumer Cyclical | 1.8% | $3.0m | 180,000 | 80% | added |
| 18 | SENEA SENECA FOODS CORP NEW | Consumer Defensive | 1.4% | $2.3m | 21,000 | – | new |
| 19 | SON SONOCO PRODS CO | Consumer Cyclical | 1.3% | $2.2m | 50,000 | – | new |
| 20 | FTK FLOTEK INDS INC DEL | 1.2% | $2.0m | 140,000 | – | new | |
| 21 | WNC WABASH NATL CORP | Industrials | 1.2% | $2.0m | 200,000 | – | new |
| 22 | AVD AMERICAN VANGUARD CORP | Basic Materials | 1.2% | $2.0m | 340,000 | 136% | added |
| 23 | GATES INDL CORP PLC | 0.7% | $1.2m | 50,000 | -91% | reduced | |
| 24 | ARHS ARHAUS INC | Consumer Cyclical | 0.6% | $1.1m | 100,000 | – | new |
| 25 | MBC MASTERBRAND INC | Consumer Cyclical | 0.2% | $329.2k | 25,000 | – | new |
| 26 | STHO STAR HLDGS | 0.2% | $329.2k | 40,000 | -43% | 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.