EVR Research LP

Registered adviser

CIK

1843019

Location

RICHMOND, VA

Portfolio Value

Small $202,529,687

Diversification

Diversified

Filing Date

Global Rank

#6,494 / 8,818 ▼ 22

Top Industry

Packaging & Containers 17.5%

3Y Alpha vs SPY

-17.0%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

23 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 283385

Roster of Oct 1, 2026

Regulatory AUM

$365,015,905

Main clients

Pooled investment vehicles (100% of AUM)

Private funds

1 fund · Hedge funds

Focus by gross assets, Schedule D of Dec 24, 2024

$365,015,905 gross assets

LEI

549300JQ823D912ATB89

Private funds on Schedule D 7.B.(1)

As filed Dec 24, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$732,815,421 gross assets in 1 fund Hedge funds $732,815,421 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$365,015,905	Pooled investment vehicles (100%)
Apr 2025 to Mar 2026	$517,942,276	Pooled investment vehicles (100%)
Apr 2024 to Mar 2025	$732,815,421	Pooled investment vehicles (100%)
May 2023 to Mar 2024	$694,733,324	Pooled investment vehicles (100%)
Apr 2023	$694,733,324	Pooled investment vehicles (100%)
Apr 2022 to Mar 2023	$359,520,309	Pooled investment vehicles (100%)

2 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 67.1% of the book (60%+)

Turnover

High turnover

118.9% over the last four quarters (100%+)

Horizon

Medium horizon

Value-weighted holding period 4.1 quarters (4 to under 12)

Closest benchmark: the S&P SmallCap 600 as of 2026-06-30, active share 99.0%; sector active share 66.2% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.3%

+2.0 pts

Top 5

44.6%

+6.4 pts

Top 10

67.1%

+8.2 pts

HHI

620

Diversified+118

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	42.7%	$86,543,350	11
Industrials	24.0%	$48,624,337	7
Energy	16.7%	$33,782,400	2
Communication Services	10.7%	$21,622,700	4
Basic Materials	2.4%	$4,942,700	2
Technology	2.2%	$4,374,000	1
Consumer Defensive	1.3%	$2,640,200	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
SARO	StandardAero, Inc.	+219,000	384,000	$11,485,440
SON	Sonoco Products Co	+180,000	260,000	$14,651,000
HTLD	Heartland Express Inc	+150,000	480,000	$7,305,600
DAN	DANA Inc	+120,000	320,000	$8,707,200
GEF	Greif, Inc	+90,000	250,000	$18,622,500
AVD	American Vanguard Corp	+55,000	775,000	$2,170,000
NCMI	National CineMedia, Inc.	+30,000	1,160,000	$4,408,000
TITN	Titan Machinery Inc.	+5,200	430,200	$9,085,824
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
ARHS	Arhaus, Inc.	−210,000	290,000	$2,441,800
WTTR	Select Water Solutions, Inc.	−210,000	240,000	$4,795,200
MEC	Mayville Engineering Company, Inc.	−178,092	441,908	$16,553,873
DRVN	Driven Brands Holdings Inc.	−140,000	400,000	$5,576,000
GTES	Gates Industrial Corp Ltd.	−80,000	80,000	$2,237,600
FND	Floor & Decor Holdings, Inc.	−80,000	150,000	$8,904,000
CPS	Cooper-Standard Holdings Inc.	−75,000	360,000	$9,738,000
MBC	MasterBrand, Inc.	−70,000	230,000	$2,366,700
SRI	Stoneridge Inc	−70,000	700,000	$5,124,000
TTGT	TechTarget, Inc.	−65,000	1,215,000	$4,374,000
WKC	World Kinect Corp	−60,000	880,000	$28,987,200
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
MGNI	Magnite, Inc.	480,000	$9,110,400
ACVA	ACV Auctions Inc.	1,135,000	$8,160,650
MAX	MediaAlpha, Inc.	440,000	$5,530,800
IFF	International Flavors & Fragrances Inc	35,000	$2,772,700
NWL	Newell Brands Inc.	430,000	$2,640,200
ATEX	Anterix Inc.	25,000	$2,573,500
TRS	Trimas Corp	50,000	$2,251,500
KFRC	Kforce Inc	25,000	$1,173,000
WNC	WABASH NATIONAL Corp	58,000	$783,000
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
NPK	National Presto Industries Inc	65,000	$8,908,900
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
SCHL	Scholastic Corp	110,000	$4,296,600
LAD	Lithia Motors Inc	15,000	$3,745,800
SENEA	Seneca Foods Corp	23,000	$3,475,760
CE	Celanese Corp	40,000	$2,630,800
CCO	Clear Channel Outdoor Holdings, Inc.	485,000	$1,149,450
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 tracked positions · $202,529,687 total · filing declares 28 positions · $202,529,688 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
WKC	World Kinect Corp Energy	Reduced	880,000	-60,000	$28,987,200	+33.7%	10	$26.23	14.31%
GEF	Greif, Inc Consumer Cyclical	Added	250,000	+90,000	$18,622,500	+73.5%	3	$64.22	9.19%
MEC	Mayville Engineering Company, Inc. Industrials	Reduced	441,908	-178,092	$16,553,873	+48.7%	3	$16.38	8.17%
SON	Sonoco Products Co Consumer Cyclical	Added	260,000	+180,000	$14,651,000	+238.6%	4	$48.58	7.23%
SARO	StandardAero, Inc. Industrials	Added	384,000	+219,000	$11,485,440	+169.5%	2	$27.82	5.67%
CPS	Cooper-Standard Holdings Inc. Consumer Cyclical	Reduced	360,000	-75,000	$9,738,000	−19.7%	4	$31.85	4.81%
MGNI	Magnite, Inc. Communication Services	NEW	480,000	NEW	$9,110,400	NEW	1	$14.33	4.50%
TITN	Titan Machinery Inc. Industrials	Added	430,200	+5,200	$9,085,824	+27.9%	6	$16.78	4.49%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Reduced	150,000	-80,000	$8,904,000	−23.8%	3	$64.97	4.40%
DAN	DANA Inc Consumer Cyclical	Added	320,000	+120,000	$8,707,200	+29.4%	6	$21.90	4.30%
ACVA	ACV Auctions Inc. Consumer Cyclical	NEW	1,135,000	NEW	$8,160,650	NEW	1	$5.67	4.03%
HTLD	Heartland Express Inc Industrials	Added	480,000	+150,000	$7,305,600	+112.9%	2	$11.49	3.61%
DRVN	Driven Brands Holdings Inc. Consumer Cyclical	Reduced	400,000	-140,000	$5,576,000	−18.1%	2	$14.08	2.75%
MAX	MediaAlpha, Inc. Communication Services	NEW	440,000	NEW	$5,530,800	NEW	1	$9.44	2.73%
SRI	Stoneridge Inc Consumer Cyclical	Reduced	700,000	-70,000	$5,124,000	+37.8%	2	$6.85	2.53%
WTTR	Select Water Solutions, Inc. Energy	Reduced	240,000	-210,000	$4,795,200	−30.4%	6	$11.73	2.37%
NCMI	National CineMedia, Inc. Communication Services	Added	1,160,000	+30,000	$4,408,000	+27.9%	3	$3.56	2.18%
TTGT	TechTarget, Inc. Technology	Reduced	1,215,000	-65,000	$4,374,000	−11.9%	4	$6.30	2.16%
IFF	International Flavors & Fragrances Inc Basic Materials	NEW	35,000	NEW	$2,772,700	NEW	1	$74.43	1.37%
NWL	Newell Brands Inc. Consumer Defensive	NEW	430,000	NEW	$2,640,200	NEW	1	$4.23	1.30%
ATEX	Anterix Inc. Communication Services	NEW	25,000	NEW	$2,573,500	NEW	1	$58.68	1.27%
ARHS	Arhaus, Inc. Consumer Cyclical	Reduced	290,000	-210,000	$2,441,800	−28.0%	4	$9.50	1.21%
MBC	MasterBrand, Inc. Consumer Cyclical	Reduced	230,000	-70,000	$2,366,700	−5.1%	4	$11.46	1.17%
TRS	Trimas Corp Consumer Cyclical	NEW	50,000	NEW	$2,251,500	NEW	1	$39.79	1.11%
GTES	Gates Industrial Corp Ltd. Industrials	Reduced	80,000	-80,000	$2,237,600	−38.1%	10	$21.47	1.10%
AVD	American Vanguard Corp Basic Materials	Added	775,000	+55,000	$2,170,000	+21.0%	5	$4.41	1.07%
KFRC	Kforce Inc Industrials	NEW	25,000	NEW	$1,173,000	NEW	1	$40.84	0.58%
WNC	WABASH NATIONAL Corp Industrials	NEW	58,000	NEW	$783,000	NEW	1	$8.89	0.39%

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.