Holdings of EVR Research LP
28 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 60.4 % of the equity sleeve
Sector breakdown
- Materials 2.8 %
- Unattributed 97.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 28 | 171.9M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | World Kinect Corp | 940,000 | 21.7M $ | |
| 2 | Cooper-Standard Holdings Inc | 435,000 | 12.1M $ | |
| 3 | Floor & Decor Holdings Inc | 230,000 | 11.7M $ | |
| 4 | Mayville Engineering Co Inc | 620,000 | 11.1M $ | |
| 5 | Greif Inc | 160,000 | 10.7M $ | |
| 6 | National Presto Industries Inc | 65,000 | 8.9M $ | |
| 7 | Titan Machinery Inc | 425,000 | 7.1M $ | |
| 8 | Select Water Solutions Inc | 450,000 | 6.9M $ | |
| 9 | Driven Brands Holdings Inc | 540,000 | 6.8M $ | |
| 10 | Dana Inc | 200,000 | 6.7M $ | |
| 11 | Omnicell Inc | 173,000 | 5.8M $ | |
| 12 | CoStar Group Inc | 130,000 | 5.2M $ | |
| 13 | Enovis Corp | 225,000 | 5.1M $ | |
| 14 | TechTarget Inc | 1,280,000 | 5M $ | |
| 15 | Weyerhaeuser Co | 200,000 | 4.9M $ | |
| 16 | Sonoco Products Co | 80,000 | 4.3M $ | |
| 17 | Scholastic Corp | 110,000 | 4.3M $ | |
| 18 | StandardAero Inc | 165,000 | 4.3M $ | |
| 19 | Lithia Motors Inc | 15,000 | 3.7M $ | |
| 20 | Stoneridge Inc | 770,000 | 3.7M $ | |
| 21 | Seneca Foods Corp | 23,000 | 3.5M $ | |
| 22 | National CineMedia Inc | 1,130,000 | 3.4M $ | |
| 23 | Heartland Express Inc | 330,000 | 3.4M $ | |
| 24 | Arhaus Inc | 500,000 | 3.4M $ | |
| 25 | Celanese Corp | 40,000 | 2.6M $ | |
| 26 | Masterbrand Inc | 300,000 | 2.5M $ | |
| 27 | American Vanguard Corp | 720,000 | 1.8M $ | |
| 28 | Clear Channel Outdoor Holdings Inc | 485,000 | 1.1M $ |