Evr Research LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Evr Research LP disclosed 28 US equity positions worth $202.5m in its Q2 2026 13F filing. The largest position was WKC at 14.3% of the reported book, followed by GEF and MEC. Against the Q1 2026 filing, it opened 9 new positions, added to 8 and reduced 11 among the top 28 holdings.
What did Evr Research LP own in Q2 2026? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | WKC WORLD KINECT CORPORATION | Energy | 14.3% | $29.0m | 880,000 | -6% | reduced |
| 2 | GEF GREIF INC | Consumer Cyclical | 9.2% | $18.6m | 250,000 | 56% | added |
| 3 | MEC MAYVILLE ENGR CO INC | 8.2% | $16.6m | 441,908 | -29% | reduced | |
| 4 | SON SONOCO PRODS CO | Consumer Cyclical | 7.2% | $14.7m | 260,000 | 225% | added |
| 5 | SARO STANDARDAERO INC | Industrials | 5.7% | $11.5m | 384,000 | 133% | added |
| 6 | CPS COOPER-STANDARD HOLDINGS INC | Consumer Cyclical | 4.8% | $9.7m | 360,000 | -17% | reduced |
| 7 | MGNI MAGNITE INC | Communication Services | 4.5% | $9.1m | 480,000 | – | new |
| 8 | TITN TITAN MACHY INC | Industrials | 4.5% | $9.1m | 430,200 | 1% | added |
| 9 | FND FLOOR & DECOR HLDGS INC | Consumer Cyclical | 4.4% | $8.9m | 150,000 | -35% | reduced |
| 10 | DAN DANA INC | Consumer Cyclical | 4.3% | $8.7m | 320,000 | 60% | added |
| 11 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 4.0% | $8.2m | 1,135,000 | – | new |
| 12 | HTLD HEARTLAND EXPRESS INC | Industrials | 3.6% | $7.3m | 480,000 | 45% | added |
| 13 | DRVN DRIVEN BRANDS HLDGS INC | Consumer Cyclical | 2.8% | $5.6m | 400,000 | -26% | reduced |
| 14 | MAX MEDIAALPHA INC | Communication Services | 2.7% | $5.5m | 440,000 | – | new |
| 15 | SRI STONERIDGE INC | Consumer Cyclical | 2.5% | $5.1m | 700,000 | -9% | reduced |
| 16 | WTTR SELECT WATER SOLUTIONS INC | Energy | 2.4% | $4.8m | 240,000 | -47% | reduced |
| 17 | NCMI NATIONAL CINEMEDIA INC | 2.2% | $4.4m | 1,160,000 | 3% | added | |
| 18 | TTGT TECHTARGET INC | Technology | 2.2% | $4.4m | 1,215,000 | -5% | reduced |
| 19 | IFF INTERNATIONAL FLAVORS&FRAGRA | Basic Materials | 1.4% | $2.8m | 35,000 | – | new |
| 20 | NWL NEWELL BRANDS INC | Consumer Defensive | 1.3% | $2.6m | 430,000 | – | new |
| 21 | ATEX ANTERIX INC | Communication Services | 1.3% | $2.6m | 25,000 | – | new |
| 22 | ARHS ARHAUS INC | Consumer Cyclical | 1.2% | $2.4m | 290,000 | -42% | reduced |
| 23 | MBC MASTERBRAND INC | Consumer Cyclical | 1.2% | $2.4m | 230,000 | -23% | reduced |
| 24 | TRS TRIMAS CORP | Consumer Cyclical | 1.1% | $2.3m | 50,000 | – | new |
| 25 | GATES INDL CORP PLC | 1.1% | $2.2m | 80,000 | -50% | reduced | |
| 26 | AVD AMERICAN VANGUARD CORP | Basic Materials | 1.1% | $2.2m | 775,000 | 8% | added |
| 27 | KFRC KFORCE INC | Industrials | 0.6% | $1.2m | 25,000 | – | new |
| 28 | WNC WABASH NATL CORP | Industrials | 0.4% | $783.0k | 58,000 | – | new |
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.