EVR Research LP

CIK

1843019

Location

RICHMOND, VA

Portfolio Value

Small $172,085,640

Diversification

Diversified

Filing Date

Global Rank

#4,527 / 8,603 ▼ 12 · as of Mar 2026

Top Industry

Auto Parts 13.1%

3Y Alpha vs SPY

-32.3%

Period ended 3 months ago

Filed May 14, 2026 · 56d

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-31.1%

SPY

+76.0%

Annualised alpha

-32.4%

Max drawdown

−57.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.6%

+3.1 pts

Top 5

39.1%

+0.7 pts

Top 10

60.3%

+0.0 pts

HHI

522

Diversified+24

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	38.2%	$65,753,150	10
Industrials	22.3%	$38,455,450	6
Energy	16.6%	$28,570,800	2
Healthcare	6.3%	$10,893,490	2
Real Estate	5.9%	$10,130,200	2
Communication Services	5.2%	$8,892,550	3
Technology	2.9%	$4,966,400	1
Basic Materials	2.6%	$4,423,600	2

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

28 positions · $172,085,640 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical 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%	12.60%
CPS	Cooper-Standard Holdings Inc. Consumer Cyclical	Added	435,000	+60,000	$12,123,450	−1.5%	7.05%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Added	230,000	+145,000	$11,684,000	+125.7%	6.79%
MEC	Mayville Engineering Company, Inc. Industrials	Added	620,000	+15,000	$11,129,000	−1.7%	6.47%
GEF	Greif, Inc Consumer Cyclical	Reduced	160,000	-15,000	$10,731,200	−9.4%	6.24%
NPK	National Presto Industries Inc Industrials	Reduced	65,000	-10,000	$8,908,900	+11.3%	5.18%
TITN	Titan Machinery Inc. Industrials	Reduced	425,000	-40,000	$7,106,000	+1.6%	4.13%
WTTR	Select Water Solutions, Inc. Energy	Reduced	450,000	-50,000	$6,885,000	+30.9%	4.00%
DRVN	Driven Brands Holdings Inc. Consumer Cyclical	NEW	540,000	NEW	$6,809,400	NEW	3.96%
DAN	DANA Inc Consumer Cyclical	Reduced	200,000	-530,000	$6,730,000	−61.2%	3.91%
OMCL	Omnicell, Inc. Healthcare	NEW	173,000	NEW	$5,774,740	NEW	3.36%
CSGP	Costar Group, Inc. Real Estate	NEW	130,000	NEW	$5,244,200	NEW	3.05%
ENOV	Enovis CORP Healthcare	NEW	225,000	NEW	$5,118,750	NEW	2.97%
TTGT	TechTarget, Inc. Technology	Added	1,280,000	+114,870	$4,966,400	−21.1%	2.89%
WY	Weyerhaeuser Co Real Estate	NEW	200,000	NEW	$4,886,000	NEW	2.84%
SON	Sonoco Products Co Consumer Cyclical	Reduced	80,000	-140,000	$4,327,200	−54.9%	2.51%
SCHL	Scholastic Corp Communication Services	Reduced	110,000	-100,000	$4,296,600	−30.9%	2.50%
SARO	StandardAero, Inc. Industrials	NEW	165,000	NEW	$4,261,950	NEW	2.48%
LAD	Lithia Motors Inc Consumer Cyclical	NEW	15,000	NEW	$3,745,800	NEW	2.18%
SRI	Stoneridge Inc Consumer Cyclical	NEW	770,000	NEW	$3,719,100	NEW	2.16%
GTES	Gates Industrial Corp plc Industrials	Reduced	160,000	-10,000	$3,617,600	−0.9%	2.10%
NCMI	National CineMedia, Inc. Communication Services	Added	1,130,000	+1,030,000	$3,446,500	+786.0%	2.00%
HTLD	Heartland Express Inc Industrials	NEW	330,000	NEW	$3,432,000	NEW	1.99%
ARHS	Arhaus, Inc. Consumer Cyclical	Added	500,000	+350,000	$3,390,000	+101.6%	1.97%
CE	Celanese Corp Basic Materials	Reduced	40,000	-97,000	$2,630,800	−54.6%	1.53%
MBC	MasterBrand, Inc. Consumer Cyclical	Added	300,000	+100,000	$2,493,000	+12.9%	1.45%
AVD	American Vanguard Corp Basic Materials	Added	720,000	+101,343	$1,792,800	−24.1%	1.04%
CCO	Clear Channel Outdoor Holdings, Inc. Communication Services	Reduced	485,000	-1,865,000	$1,149,450	−77.9%	0.67%