EVR Research LP
Filing Date
Global Rank
#4,210
/ 8,232
▲ 86
Top Industry
Auto Parts
13.1%
3Y Alpha vs SPY
-12.2%
Period ended 2 months ago
Filed May 14, 2026 · 31d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.2%
SPY
+76.3%
Annualised alpha
-12.2%
Max drawdown
−35.8%
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, 2025Top 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 |
|---|---|---|
| Consumer Cyclical | 38.2% | $65,753,150 |
| Industrials | 22.3% | $38,455,450 |
| Energy | 16.6% | $28,570,800 |
| Healthcare | 6.3% | $10,893,490 |
| Real Estate | 5.9% | $10,130,200 |
| Communication Services | 5.2% | $8,892,550 |
| Technology | 2.9% | $4,966,400 |
| Basic Materials | 2.6% | $4,423,600 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
3 positions ·
$8,892,550 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SCHL |
Scholastic Corp
Communication Services
|
Reduced | 110,000 | $4,296,600 | 48.32% | |
| NCMI |
National CineMedia, Inc.
Communication Services
|
Added | 1,130,000 | $3,446,500 | 38.76% | |
| CCO |
Clear Channel Outdoor Holdings, Inc.
Communication Services
|
Reduced | 485,000 | $1,149,450 | 12.93% |