# EVR Research LP: Form 13F holdings

An institutional investment manager in RICHMOND, VA. SEC CIK 1843019.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $202.5m
- Positions: 28 (28 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1843019/000184301926000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [WORLD KINECT CORPORATION (WKC)](/companies/wkc.md) | COM | $29.0m | 14.3% | 880,000 |  | Reduced −60,000 |
| [GREIF INC (GEF)](/companies/gef.md) | CL A | $18.6m | 9.2% | 250,000 |  | Added +90,000 |
| [MAYVILLE ENGR CO INC (MEC)](/companies/mec.md) | COM | $16.6m | 8.2% | 441,908 |  | Reduced −178,092 |
| [SONOCO PRODS CO (SON)](/companies/son.md) | COM | $14.7m | 7.2% | 260,000 |  | Added +180,000 |
| [STANDARDAERO INC (SARO)](/companies/saro.md) | COM | $11.5m | 5.7% | 384,000 |  | Added +219,000 |
| [COOPER-STANDARD HOLDINGS INC (CPS)](/companies/cps.md) | COM | $9.7m | 4.8% | 360,000 |  | Reduced −75,000 |
| [MAGNITE INC (MGNI)](/companies/mgni.md) | COM | $9.1m | 4.5% | 480,000 |  | New +480,000 |
| [TITAN MACHY INC (TITN)](/companies/titn.md) | COM | $9.1m | 4.5% | 430,200 |  | Added +5,200 |
| [FLOOR & DECOR HLDGS INC (FND)](/companies/fnd.md) | CL A | $8.9m | 4.4% | 150,000 |  | Reduced −80,000 |
| [DANA INC (DAN)](/companies/dan.md) | COM | $8.7m | 4.3% | 320,000 |  | Added +120,000 |
| ACV AUCTIONS INC | COM CL A | $8.2m | 4.0% | 1,135,000 |  | New +1,135,000 |
| [HEARTLAND EXPRESS INC (HTLD)](/companies/htld.md) | COM | $7.3m | 3.6% | 480,000 |  | Added +150,000 |
| [DRIVEN BRANDS HLDGS INC (DRVN)](/companies/drvn.md) | COM | $5.6m | 2.8% | 400,000 |  | Reduced −140,000 |
| [MEDIAALPHA INC (MAX)](/companies/max.md) | CL A | $5.5m | 2.7% | 440,000 |  | New +440,000 |
| [STONERIDGE INC (SRI)](/companies/sri.md) | COM | $5.1m | 2.5% | 700,000 |  | Reduced −70,000 |
| [SELECT WATER SOLUTIONS INC (WTTR)](/companies/wttr.md) | CL A COM | $4.8m | 2.4% | 240,000 |  | Reduced −210,000 |
| [NATIONAL CINEMEDIA INC (NCMI)](/companies/ncmi.md) | COM NEW | $4.4m | 2.2% | 1,160,000 |  | Added +30,000 |
| [TECHTARGET INC (TTGT)](/companies/ttgt.md) | COM NEW | $4.4m | 2.2% | 1,215,000 |  | Reduced −65,000 |
| [INTERNATIONAL FLAVORS&FRAGRA (IFF)](/companies/iff.md) | COM | $2.8m | 1.4% | 35,000 |  | New +35,000 |
| [NEWELL BRANDS INC (NWL)](/companies/nwl.md) | COM | $2.6m | 1.3% | 430,000 |  | New +430,000 |
| [ANTERIX INC (ATEX)](/companies/atex.md) | COM | $2.6m | 1.3% | 25,000 |  | New +25,000 |
| [ARHAUS INC (ARHS)](/companies/arhs.md) | COM CL A | $2.4m | 1.2% | 290,000 |  | Reduced −210,000 |
| [MASTERBRAND INC (MBC)](/companies/mbc.md) | COMMON STOCK | $2.4m | 1.2% | 230,000 |  | Reduced −70,000 |
| [TRIMAS CORP (TRS)](/companies/trs.md) | COM NEW | $2.3m | 1.1% | 50,000 |  | New +50,000 |
| GATES INDL CORP PLC | ORD SHS | $2.2m | 1.1% | 80,000 |  | Reduced −80,000 |
| [AMERICAN VANGUARD CORP (AVD)](/companies/avd.md) | COM | $2.2m | 1.1% | 775,000 |  | Added +55,000 |
| [KFORCE INC (KFRC)](/companies/kfrc.md) | COM | $1.2m | 0.6% | 25,000 |  | New +25,000 |
| [WABASH NATL CORP (WNC)](/companies/wnc.md) | COM | $783.0k | 0.4% | 58,000 |  | New +58,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CELANESE CORP DEL (CE)](/companies/ce.md) | COM | $0 | 0.0% | 0 |  | Sold out −40,000 |
| CLEAR CHANNEL OUTDOOR HLDGS | COM | $0 | 0.0% | 0 |  | Sold out −485,000 |
| [COSTAR GROUP INC (CSGP)](/companies/csgp.md) | COM | $0 | 0.0% | 0 |  | Sold out −130,000 |
| [ENOVIS CORPORATION (ENOV)](/companies/enov.md) | COM | $0 | 0.0% | 0 |  | Sold out −225,000 |
| ISHARES TR | RUSSELL 2000 ETF | $0 | 0.0% | 0 | Put | Sold out −3,000 |
| [LITHIA MTRS INC (LAD)](/companies/lad.md) | COM | $0 | 0.0% | 0 |  | Sold out −15,000 |
| [NATIONAL PRESTO INDS INC (NPK)](/companies/npk.md) | COM | $0 | 0.0% | 0 |  | Sold out −65,000 |
| [OMNICELL COM (OMCL)](/companies/omcl.md) | COM | $0 | 0.0% | 0 |  | Sold out −173,000 |
| [SCHOLASTIC CORP (SCHL)](/companies/schl.md) | COM | $0 | 0.0% | 0 |  | Sold out −110,000 |
| [SENECA FOODS CORP NEW (SENEA)](/companies/senea.md) | CL A | $0 | 0.0% | 0 |  | Sold out −23,000 |
| [WEYERHAEUSER CO (WY)](/companies/wy.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −200,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001843019-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.