EVR Research LP
Long book
$175.6M
Q1 2026
Positions
29
Top-10 weight
59%
concentration
Last quarter
+18.4%
SPY +14.8%
Turnover
52%
of book per quarter
Strategy in plain words
auto-generated from filingsEVR Research LP is a concentrated fundamental stock-picker, running a $175.6M US long book across 29 positions.
The portfolio is concentrated: the top 10 names carry 59% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: WORLD KINECT CORP, COOPER-STANDARD HOLDING, FLOOR & DECOR HOLDINGS INC-A, MAYVILLE ENGINEERING CO INC, GREIF INC-CL A.
Over the last 9 quarters its long book ran on average 2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-3.1%
Q2 2024
-1.7%
Q3 2024
+2.2%
Q4 2024
-19.3%
Q1 2025
+15.9%
Q2 2025
+4.8%
Q3 2025
-0.4%
Q4 2025
+5.3%
Q1 2026
+18.4%
Sector allocation
Industrials 38%
Consumer discretionary 28%
Services media 10%
Other 8%
Energy 4%
Technology 3%
Healthcare 3%
Communications 3%
Long book by quarter
What does EVR Research own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| WKC WORLD KINECT CORP | Consumer discretionary | 940.0K | $21.7M | 12.4% | +27.0% |
| CPS COOPER-STANDARD HOLDING | Industrials | 435.0K | $12.1M | 6.9% | +16.0% |
| FND FLOOR & DECOR HOLDINGS INC-A | Consumer discretionary | 230.0K | $11.7M | 6.7% | +170.6% |
| MEC MAYVILLE ENGINEERING CO INC | Industrials | 620.0K | $11.1M | 6.3% | +2.5% |
| GEF GREIF INC-CL A | Industrials | 160.0K | $10.7M | 6.1% | -8.6% |
| NPK NATIONAL PRESTO INDS INC | Industrials | 65.0K | $8.9M | 5.1% | -13.3% |
| TITN TITAN MACHINERY INC | Consumer discretionary | 425.0K | $7.1M | 4.0% | -8.6% |
| WTTR SELECT WATER SOLUTIONS INC | Energy | 450.0K | $6.9M | 3.9% | -10.0% |
| DRVN DRIVEN BRANDS HOLDINGS INC | Services media | 540.0K | $6.8M | 3.9% | New |
| DAN DANA INC | Industrials | 200.0K | $6.7M | 3.8% | -72.6% |
| OMCL OMNICELL INC | Technology | 173.0K | $5.8M | 3.3% | New |
| CSGP COSTAR GROUP INC | Services media | 130.0K | $5.2M | 3.0% | New |
| ENOV ENOVIS CORP | Healthcare | 225.0K | $5.1M | 2.9% | New |
| TTGT TECHTARGET INC | Communications | 1.3M | $5.0M | 2.8% | +9.9% |
| SON SONOCO PRODUCTS CO | Other | 80.0K | $4.3M | 2.5% | -63.6% |
| SCHL SCHOLASTIC CORP | Other | 110.0K | $4.3M | 2.4% | -47.6% |
| SARO STANDARDAERO INC | Industrials | 165.0K | $4.3M | 2.4% | New |
| LAD LITHIA MOTORS INC | Consumer discretionary | 15.0K | $3.7M | 2.1% | New |
| SRI STONERIDGE INC | Industrials | 770.0K | $3.7M | 2.1% | New |
| GTES GATES INDUSTRIAL CORP PLC | Industrials | 160.0K | $3.6M | 2.1% | -5.9% |
| SENEA SENECA FOODS CORP - CL A | Consumer staples | 23.0K | $3.5M | 2.0% | Held |
| NCMI NATIONAL CINEMEDIA INC | Services media | 1.1M | $3.4M | 2.0% | +1030.0% |
| HTLD HEARTLAND EXPRESS INC | Industrials | 330.0K | $3.4M | 2.0% | New |
| ARHS ARHAUS INC | Consumer discretionary | 500.0K | $3.4M | 1.9% | +233.3% |
| CE CELANESE CORP | Materials | 40.0K | $2.6M | 1.5% | -70.8% |
| MBC MASTERBRAND INC | Other | 300.0K | $2.5M | 1.4% | +50.0% |
| AVD AMERICAN VANGUARD CORP | Other | 720.0K | $1.8M | 1.0% | +16.4% |
| CCO CLEAR CHANNEL OUTDOOR HOLDIN | Services media | 485.0K | $1.1M | 0.7% | -79.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 30 | $250.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 33 | $185.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 26 | $167.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 30 | $230.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 35 | $353.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 38 | $298.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 34 | $401.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 31 | $334.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 33 | $447.8M | canonical | SEC ↗ |
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