EVR Research LP

CIK

1843019

Location

RICHMOND, VA

Portfolio Value

Small $175,490,330

Diversification

Diversified

Filing Date

Global Rank

#4,501 / 8,622 ▲ 3 · as of Mar 2026

Top Industry

Auto Parts 12.9%

3Y Alpha vs SPY

-10.8%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+26.9%

SPY

+67.9%

Annualised alpha

-10.6%

Max drawdown

−35.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

29 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.4%

+3.0 pts

Top 5

38.4%

+0.5 pts

Top 10

59.1%

−0.3 pts

HHI

506

Diversified+19

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	37.5%	$65,753,150	10
Industrials	21.9%	$38,455,450	6
Energy	16.3%	$28,570,800	2
Healthcare	6.2%	$10,893,490	2
Real Estate	5.8%	$10,130,200	2
Communication Services	5.1%	$8,892,550	3
Technology	2.8%	$4,966,400	1
Basic Materials	2.5%	$4,423,600	2
Consumer Defensive	1.9%	$3,404,690	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
NCMI	National CineMedia, Inc.	+1,030,000	1,130,000	$3,446,500
ARHS	Arhaus, Inc.	+350,000	500,000	$3,390,000
WKC	World Kinect Corp	+200,000	940,000	$21,685,800
FND	Floor & Decor Holdings, Inc.	+145,000	230,000	$11,684,000
TTGT	TechTarget, Inc.	+114,870	1,280,000	$4,966,400
AVD	American Vanguard Corp	+101,343	720,000	$1,792,800
MBC	MasterBrand, Inc.	+100,000	300,000	$2,493,000
CPS	Cooper-Standard Holdings Inc.	+60,000	435,000	$12,123,450
MEC	Mayville Engineering Company, Inc.	+15,000	620,000	$11,129,000
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
CCO	Clear Channel Outdoor Holdings, Inc.	−1,865,000	485,000	$1,149,450
DAN	DANA Inc	−530,000	200,000	$6,730,000
SON	Sonoco Products Co	−140,000	80,000	$4,327,200
SCHL	Scholastic Corp	−100,000	110,000	$4,296,600
CE	Celanese Corp	−97,000	40,000	$2,630,800
WTTR	Select Water Solutions, Inc.	−50,000	450,000	$6,885,000
TITN	Titan Machinery Inc.	−40,000	425,000	$7,106,000
GEF	Greif, Inc	−15,000	160,000	$10,731,200
GTES	Gates Industrial Corp plc	−10,000	160,000	$3,617,600
NPK	National Presto Industries Inc	−10,000	65,000	$8,908,900
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
DRVN	Driven Brands Holdings Inc.	540,000	$6,809,400
OMCL	Omnicell, Inc.	173,000	$5,774,740
CSGP	Costar Group, Inc.	130,000	$5,244,200
ENOV	Enovis CORP	225,000	$5,118,750
WY	Weyerhaeuser Co	200,000	$4,886,000
SARO	StandardAero, Inc.	165,000	$4,261,950
LAD	Lithia Motors Inc	15,000	$3,745,800
SRI	Stoneridge Inc	770,000	$3,719,100
HTLD	Heartland Express Inc	330,000	$3,432,000
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
AI	C3.ai, Inc.	600,400	$8,093,392
DG	Dollar General Corp	55,000	$7,302,350
NGVT	Ingevity Corp	100,000	$5,918,000
TWI	Titan International Inc	530,000	$4,149,900
SPSC	Sps Commerce Inc	40,000	$3,565,200
SPT	Sprout Social, Inc.	300,000	$3,381,000
VRNS	Varonis Systems Inc	85,000	$2,788,000
NX	Quanex Building Products CORP	130,000	$1,999,400
UNF	Unifirst Corp	10,000	$1,929,000
RCAT	Red Cat Holdings, Inc.	215,000	$1,704,950
NWL	Newell Brands Inc.	400,000	$1,488,000
CTRN	Citi Trends Inc	30,000	$1,246,800
RDW	Redwire Corp	26,667	$202,669
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 tracked positions · $175,490,330 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WKC	World Kinect Corp Energy	Added	940,000	+200,000	$21,685,800	+25.1%	12.36%
CPS	Cooper-Standard Holdings Inc. Consumer Cyclical	Added	435,000	+60,000	$12,123,450	−1.5%	6.91%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Added	230,000	+145,000	$11,684,000	+125.7%	6.66%
MEC	Mayville Engineering Company, Inc. Industrials	Added	620,000	+15,000	$11,129,000	−1.7%	6.34%
GEF	Greif, Inc Consumer Cyclical	Reduced	160,000	-15,000	$10,731,200	−9.4%	6.11%
NPK	National Presto Industries Inc Industrials	Reduced	65,000	-10,000	$8,908,900	+11.3%	5.08%
TITN	Titan Machinery Inc. Industrials	Reduced	425,000	-40,000	$7,106,000	+1.6%	4.05%
WTTR	Select Water Solutions, Inc. Energy	Reduced	450,000	-50,000	$6,885,000	+30.9%	3.92%
DRVN	Driven Brands Holdings Inc. Consumer Cyclical	NEW	540,000	NEW	$6,809,400	NEW	3.88%
DAN	DANA Inc Consumer Cyclical	Reduced	200,000	-530,000	$6,730,000	−61.2%	3.83%
OMCL	Omnicell, Inc. Healthcare	NEW	173,000	NEW	$5,774,740	NEW	3.29%
CSGP	Costar Group, Inc. Real Estate	NEW	130,000	NEW	$5,244,200	NEW	2.99%
ENOV	Enovis CORP Healthcare	NEW	225,000	NEW	$5,118,750	NEW	2.92%
TTGT	TechTarget, Inc. Technology	Added	1,280,000	+114,870	$4,966,400	−21.1%	2.83%
WY	Weyerhaeuser Co Real Estate	NEW	200,000	NEW	$4,886,000	NEW	2.78%
SON	Sonoco Products Co Consumer Cyclical	Reduced	80,000	-140,000	$4,327,200	−54.9%	2.47%
SCHL	Scholastic Corp Communication Services	Reduced	110,000	-100,000	$4,296,600	−30.9%	2.45%
SARO	StandardAero, Inc. Industrials	NEW	165,000	NEW	$4,261,950	NEW	2.43%
LAD	Lithia Motors Inc Consumer Cyclical	NEW	15,000	NEW	$3,745,800	NEW	2.13%
SRI	Stoneridge Inc Consumer Cyclical	NEW	770,000	NEW	$3,719,100	NEW	2.12%
GTES	Gates Industrial Corp plc Industrials	Reduced	160,000	-10,000	$3,617,600	−0.9%	2.06%
NCMI	National CineMedia, Inc. Communication Services	Added	1,130,000	+1,030,000	$3,446,500	+786.0%	1.96%
HTLD	Heartland Express Inc Industrials	NEW	330,000	NEW	$3,432,000	NEW	1.96%
SENEA	Seneca Foods Corp Consumer Defensive	Held	23,000	0	$3,404,690	+35.1%	1.94%
ARHS	Arhaus, Inc. Consumer Cyclical	Added	500,000	+350,000	$3,390,000	+101.6%	1.93%
CE	Celanese Corp Basic Materials	Reduced	40,000	-97,000	$2,630,800	−54.6%	1.50%
MBC	MasterBrand, Inc. Consumer Cyclical	Added	300,000	+100,000	$2,493,000	+12.9%	1.42%
AVD	American Vanguard Corp Basic Materials	Added	720,000	+101,343	$1,792,800	−24.1%	1.02%
CCO	Clear Channel Outdoor Holdings, Inc. Communication Services	Reduced	485,000	-1,865,000	$1,149,450	−77.9%	0.65%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.