Evr Research LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Evr Research LP disclosed 29 US equity positions worth $175.6m in its Q1 2026 13F filing. The largest position was WKC at 12.4% of the reported book, followed by CPS and FND.
What did Evr Research LP own in Q1 2026? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WKC WORLD KINECT CORPORATION | Energy | 12.4% | $21.7m | 940,000 | – | |
| 2 | CPS COOPER-STANDARD HOLDINGS INC | Consumer Cyclical | 6.9% | $12.1m | 435,000 | – | |
| 3 | FND FLOOR & DECOR HLDGS INC | Consumer Cyclical | 6.7% | $11.7m | 230,000 | – | |
| 4 | MEC MAYVILLE ENGR CO INC | 6.3% | $11.1m | 620,000 | – | ||
| 5 | GEF GREIF INC | Consumer Cyclical | 6.1% | $10.7m | 160,000 | – | |
| 6 | NPK NATIONAL PRESTO INDS INC | Industrials | 5.1% | $8.9m | 65,000 | – | |
| 7 | TITN TITAN MACHY INC | Industrials | 4.0% | $7.1m | 425,000 | – | |
| 8 | WTTR SELECT WATER SOLUTIONS INC | Energy | 3.9% | $6.9m | 450,000 | – | |
| 9 | DRVN DRIVEN BRANDS HLDGS INC | Consumer Cyclical | 3.9% | $6.8m | 540,000 | – | |
| 10 | DAN DANA INC | Consumer Cyclical | 3.8% | $6.7m | 200,000 | – | |
| 11 | OMCL OMNICELL COM | Healthcare | 3.3% | $5.8m | 173,000 | – | |
| 12 | CSGP COSTAR GROUP INC | Real Estate | 3.0% | $5.2m | 130,000 | – | |
| 13 | ENOV ENOVIS CORPORATION | Healthcare | 2.9% | $5.1m | 225,000 | – | |
| 14 | TTGT TECHTARGET INC | Technology | 2.8% | $5.0m | 1,280,000 | – | |
| 15 | WY WEYERHAEUSER CO | Real Estate | 2.8% | $4.9m | 200,000 | – | |
| 16 | SON SONOCO PRODS CO | Consumer Cyclical | 2.5% | $4.3m | 80,000 | – | |
| 17 | SCHL SCHOLASTIC CORP | Communication Services | 2.4% | $4.3m | 110,000 | – | |
| 18 | SARO STANDARDAERO INC | Industrials | 2.4% | $4.3m | 165,000 | – | |
| 19 | LAD LITHIA MTRS INC | Consumer Cyclical | 2.1% | $3.7m | 15,000 | – | |
| 20 | SRI STONERIDGE INC | Consumer Cyclical | 2.1% | $3.7m | 770,000 | – | |
| 21 | GATES INDL CORP PLC | 2.1% | $3.6m | 160,000 | – | ||
| 22 | SENEA SENECA FOODS CORP NEW | Consumer Defensive | 2.0% | $3.5m | 23,000 | – | |
| 23 | NCMI NATIONAL CINEMEDIA INC | 2.0% | $3.4m | 1,130,000 | – | ||
| 24 | HTLD HEARTLAND EXPRESS INC | Industrials | 2.0% | $3.4m | 330,000 | – | |
| 25 | ARHS ARHAUS INC | Consumer Cyclical | 1.9% | $3.4m | 500,000 | – | |
| 26 | CE CELANESE CORP DEL | Basic Materials | 1.5% | $2.6m | 40,000 | – | |
| 27 | MBC MASTERBRAND INC | Consumer Cyclical | 1.4% | $2.5m | 300,000 | – | |
| 28 | AVD AMERICAN VANGUARD CORP | Basic Materials | 1.0% | $1.8m | 720,000 | – | |
| 29 | CCO CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 0.7% | $1.1m | 485,000 | – |
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.