EVR Research LP reported 28 positions worth $202.53M for the quarter ended Jun 30, 2026, up 15.4% on the prior quarter. It opened 9 new positions, added to 8, trimmed 11 and exited 10. Its largest holding is World Kinect Corp at 14.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SON Sonoco Products Co | +180.0K | +225.0% | $10.14M | 7.23% |
| MGNI Magnite, Inc. | +480.0K | – | $9.11M | 4.5% |
| ACVA ACV Auctions Inc. | +1.14M | – | $8.16M | 4.03% |
| GEF Greif, Inc | +90.0K | +56.3% | $6.70M | 9.19% |
| SARO StandardAero, Inc. | +219.0K | +132.7% | $6.55M | 5.67% |
| MAX MediaAlpha, Inc. | +440.0K | – | $5.53M | 2.73% |
| DAN DANA Inc | +120.0K | +60.0% | $3.27M | 4.3% |
| IFF International Flavors & Fragrances Inc | +35.0K | – | $2.77M | 1.37% |
| NWL Newell Brands Inc. | +430.0K | – | $2.64M | 1.3% |
| ATEX Anterix Inc. | +25.0K | – | $2.57M | 1.27% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NPK National Presto Industries Inc | -65.0K | -100.0% | $8.91M | Exited |
| MEC Mayville Engineering Company, Inc. | -178.1K | -28.7% | $6.67M | 8.17% |
| OMCL Omnicell, Inc. | -173.0K | -100.0% | $5.77M | Exited |
| CSGP Costar Group, Inc. | -130.0K | -100.0% | $5.24M | Exited |
| ENOV Enovis CORP | -225.0K | -100.0% | $5.12M | Exited |
| WY Weyerhaeuser Co | -200.0K | -100.0% | $4.89M | Exited |
| FND Floor & Decor Holdings, Inc. | -80.0K | -34.8% | $4.75M | 4.4% |
| SCHL Scholastic Corp | -110.0K | -100.0% | $4.30M | Exited |
| WTTR Select Water Solutions, Inc. | -210.0K | -46.7% | $4.20M | 2.37% |
| LAD Lithia Motors Inc | -15.0K | -100.0% | $3.75M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MGNI Magnite, Inc. | +480.0K | $9.11M | 4.5% |
| ACVA ACV Auctions Inc. | +1.14M | $8.16M | 4.03% |
| MAX MediaAlpha, Inc. | +440.0K | $5.53M | 2.73% |
| IFF International Flavors & Fragrances Inc | +35.0K | $2.77M | 1.37% |
| NWL Newell Brands Inc. | +430.0K | $2.64M | 1.3% |
| ATEX Anterix Inc. | +25.0K | $2.57M | 1.27% |
| TRS Trimas Corp | +50.0K | $2.25M | 1.11% |
| KFRC Kforce Inc | +25.0K | $1.17M | 0.579% |
| WNC WABASH NATIONAL Corp | +58.0K | $783.00K | 0.387% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NPK National Presto Industries Inc | -65.0K | $8.91M | 5.07% |
| OMCL Omnicell, Inc. | -173.0K | $5.77M | 3.29% |
| CSGP Costar Group, Inc. | -130.0K | $5.24M | 2.99% |
| ENOV Enovis CORP | -225.0K | $5.12M | 2.92% |
| WY Weyerhaeuser Co | -200.0K | $4.89M | 2.78% |
| SCHL Scholastic Corp | -110.0K | $4.30M | 2.45% |
| LAD Lithia Motors Inc | -15.0K | $3.75M | 2.13% |
| SENEA Seneca Foods Corp | -23.0K | $3.48M | 1.98% |
| CE Celanese Corp | -40.0K | $2.63M | 1.5% |
| CCO Clear Channel Outdoor Holdings, Inc. | -485.0K | $1.15M | 0.655% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | WKC World Kinect Corp | Energy | 880.0K | $28.99M | 14.31% | -60.0K | -6.4% | Reduced | 1.72% |
| 2 | GEF Greif, Inc | Basic Materials | 250.0K | $18.62M | 9.19% | +90.0K | +56.3% | Added | 0.54% |
| 3 | MEC Mayville Engineering Company, Inc. | Industrials | 441.9K | $16.55M | 8.17% | -178.1K | -28.7% | Reduced | 1.73% |
| 4 | SON Sonoco Products Co | Basic Materials | 260.0K | $14.65M | 7.23% | +180.0K | +225.0% | Added | 0.26% |
| 5 | SARO StandardAero, Inc. | Industrials | 384.0K | $11.49M | 5.67% | +219.0K | +132.7% | Added | 0.12% |
| 6 | CPS Cooper-Standard Holdings Inc. | Consumer Discretionary | 360.0K | $9.74M | 4.81% | -75.0K | -17.2% | Reduced | 1.99% |
| 7 | MGNI Magnite, Inc. | Technology | 480.0K | $9.11M | 4.5% | +480.0K | – | New | 0.33% |
| 8 | TITN Titan Machinery Inc. | Industrials | 430.2K | $9.09M | 4.49% | +5,200 | +1.2% | Added | 1.85% |
| 9 | FND Floor & Decor Holdings, Inc. | Consumer Discretionary | 150.0K | $8.90M | 4.4% | -80.0K | -34.8% | Reduced | 0.14% |
| 10 | DAN DANA Inc | Industrials | 320.0K | $8.71M | 4.3% | +120.0K | +60.0% | Added | 0.3% |
| 11 | ACVA ACV Auctions Inc. | Technology | 1.14M | $8.16M | 4.03% | +1.14M | – | New | 0.66% |
| 12 | HTLD Heartland Express Inc | Industrials | 480.0K | $7.31M | 3.61% | +150.0K | +45.5% | Added | 0.62% |
| 13 | DRVN Driven Brands Holdings Inc. | Consumer Discretionary | 400.0K | $5.58M | 2.75% | -140.0K | -25.9% | Reduced | 0.24% |
| 14 | MAX MediaAlpha, Inc. | Technology | 440.0K | $5.53M | 2.73% | +440.0K | – | New | 0.83% |
| 15 | SRI Stoneridge Inc | Industrials | 700.0K | $5.12M | 2.53% | -70.0K | -9.1% | Reduced | 2.45% |
Tip. Select a row to see that position’s full history at EVR Research.
As of its Q2 2026 13F filing, EVR Research LP’s five largest positions were World Kinect Corp (WKC) at 14.3%, Greif, Inc (GEF) at 9.2%, Mayville Engineering Company, Inc. (MEC) at 8.2%, Sonoco Products Co (SON) at 7.2%, StandardAero, Inc. (SARO) at 5.7% of the reported portfolio.
EVR Research LP reported a 13F portfolio worth $202.53M across 28 positions for Q2 2026. That is up 15.4% from the previous quarter.
Its largest purchases by value were Sonoco Products Co ($10.14M), Magnite, Inc. ($9.11M), ACV Auctions Inc. ($8.16M). It opened 9 new positions.
Its largest sales by value were National Presto Industries Inc ($8.91M), Mayville Engineering Company, Inc. ($6.67M), Omnicell, Inc. ($5.77M). It exited 10 positions entirely.
From the Form 13F-HR reports EVR Research LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.