Investor
EVR Research LP
CIK 0001843019 · filed 2026-05-14 · SEC filing
13F book
$250M
Positions
29
9 new · 13 sold
Largest name
8.7%
World Kinect Corp · WKC
Est. mark
$3.38M
Price effect on 20 names still held. Flow −$13.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| World Kinect Corp | WKC | 940K | $21.7M | 8.7% | −$266.4K | Added$4.35M |
| Cooper Std Hldgs Inc | CPS | 435K | $12.1M | 4.9% | −$1.86M | Added−$187.8K |
| Floor & Decor Hldgs Inc | — | 230K | $11.7M | 4.7% | −$857.7K | Added$6.51M |
| Mayville Engr Co Inc | — | 620K | $11.1M | 4.5% | −$465.8K | Added−$196.6K |
| Greif Inc | — | 160K | $10.7M | 4.3% | −$100.8K | Cut−$1.12M |
| National Presto Inds Inc | — | 65K | $8.91M | 3.6% | $1.97M | Cut$901.9K |
| Titan Machy Inc | — | 425K | $7.11M | 2.8% | $714K | Cut$112.4K |
| Select Water Solutions, Inc. | WTTR | 450K | $6.88M | 2.8% | $2.15M | Cut$1.63M |
| Driven Brands Hldgs Inc | — | 540K | $6.81M | 2.7% | — | New |
| Dana Inc | DAN | 200K | $6.73M | 2.7% | $1.98M | Cut−$10.6M |
| Omnicell, Inc. | OMCL | 173K | $5.77M | 2.3% | — | New |
| Costar Group, Inc. | CSGP | 130K | $5.24M | 2.1% | — | New |
| Enovis CORP | ENOV | 225K | $5.12M | 2.0% | — | New |
| TechTarget, Inc. | TTGT | 1.28M | $4.97M | 2.0% | −$1.77M | Added−$1.33M |
| Weyerhaeuser Co Mtn Be | WY | 200K | $4.89M | 2.0% | — | New |
| Sonoco Prods Co | — | 80K | $4.33M | 1.7% | $836K | Cut−$5.27M |
| Scholastic Corp | SCHL | 110K | $4.3M | 1.7% | $1.04M | Cut−$1.93M |
| StandardAero, Inc. | SARO | 165K | $4.26M | 1.7% | — | New |
| Lithia Mtrs Inc | — | 15K | $3.75M | 1.5% | — | New |
| Stoneridge Inc | SRI | 770K | $3.72M | 1.5% | — | New |
| Gates Indl Corp Plc | — | 160K | $3.62M | 1.4% | $182.4K | Cut−$32.3K |
| Seneca Foods Corp New | — | 23K | $3.48M | 1.4% | $931.3K | Held |
| National CineMedia, Inc. | NCMI | 1.13M | $3.45M | 1.4% | −$84K | Added$3.06M |
| Heartland Express Inc | HTLD | 330K | $3.43M | 1.4% | — | New |
| Arhaus, Inc. | ARHS | 500K | $3.39M | 1.4% | −$664.5K | Added$1.71M |
| Celanese Corp Del | — | 40K | $2.63M | 1.1% | $939.6K | Cut−$3.16M |
| MasterBrand, Inc. | MBC | 300K | $2.49M | 1.0% | −$546K | Added$285K |
| American Vanguard Corp | AVD | 720K | $1.79M | 0.7% | −$822.8K | Added−$570.5K |
| Clear Channel Outdoor Hldgs | — | 485K | $1.15M | 0.5% | $77.6K | Cut−$4.04M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.