EVR Research LP
Net seller this quarter
$203M
28
-$7.59M
67.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WKC | $29M | 14.31% | 1.72% | -6.4% | Q1 2024 |
 GEF | $18.6M | 9.19% | Not reported | +56.3% | Q4 2025 |
 MEC | $16.6M | 8.17% | 1.73% | -28.7% | Q4 2025 |
 SON | $14.7M | 7.23% | 0.26% | +225.0% | Q3 2025 |
 SARO | $11.5M | 5.67% | 0.12% | +132.7% | Q1 2026 |
 CPS | $9.74M | 4.81% | 2.03% | -17.2% | Q4 2020 |
 MGNI | $9.11M | 4.50% | 0.33% | New | Q2 2026 |
 TITN | $9.09M | 4.49% | 1.85% | +1.2% | Q1 2025 |
 FND | $8.9M | 4.40% | 0.14% | -34.8% | Q4 2025 |
 DAN | $8.71M | 4.30% | 0.30% | +60.0% | Q1 2025 |
 ACVA | $8.16M | 4.03% | 0.67% | Not reported | Q3 2022 |
 HTLD | $7.31M | 3.61% | 0.62% | +45.5% | Q1 2026 |
 DRVN | $5.58M | 2.75% | 0.24% | -25.9% | Q1 2026 |
 MAX | $5.53M | 2.73% | Not reported | New | Q2 2026 |
 SRI | $5.12M | 2.53% | 2.45% | -9.1% | Q2 2022 |
 WTTR | $4.8M | 2.37% | 0.60% | -46.7% | Q4 2022 |
 NCMI | $4.41M | 2.18% | 1.24% | +2.7% | Q4 2025 |
 TTGT | $4.37M | 2.16% | 1.68% | -5.1% | Q3 2025 |
 IFF | $2.77M | 1.37% | 0.01% | New | Q2 2026 |
 NWL | $2.64M | 1.30% | 0.10% | Not reported | Q1 2023 |
 ATEX | $2.57M | 1.27% | 0.13% | New | Q2 2026 |
 ARHS | $2.44M | 1.21% | 0.21% | -42.0% | Q3 2025 |
 MBC | $2.37M | 1.17% | 0.11% | -23.3% | Q3 2025 |
 TRS | $2.25M | 1.11% | 0.14% | New | Q2 2026 |
 GTES | $2.24M | 1.10% | 0.03% | -50.0% | Q1 2024 |
 AVD | $2.17M | 1.07% | 2.71% | +7.6% | Q2 2025 |
 KFRC | $1.17M | 0.58% | 0.14% | New | Q2 2026 |
 WNC | $783K | 0.39% | 0.14% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| WKC | $21.7M | 8.68% | 1.83% | +27.0% | Q1 2024 |
| CPS | $12.1M | 4.85% | 2.45% | +16.0% | Q4 2020 |
| FND | $11.7M | 4.67% | 0.21% | +170.6% | Q4 2025 |
| MEC | $11.1M | 4.45% | 3.04% | +2.5% | Q4 2025 |
| GEF | $10.7M | 4.29% | Not reported | -8.6% | Q4 2025 |
 NPK | $8.91M | 3.56% | 0.91% | -13.3% | Q3 2025 |
| TITN | $7.11M | 2.84% | 1.82% | -8.6% | Q1 2025 |
| WTTR | $6.89M | 2.75% | 1.12% | -10.0% | Q4 2022 |
| DRVN | $6.81M | 2.72% | 0.33% | New | Q1 2026 |
| DAN | $6.73M | 2.69% | 0.18% | -72.6% | Q1 2025 |
 OMCL | $5.77M | 2.31% | 0.38% | New | Q1 2026 |
 CSGP | $5.24M | 2.10% | 0.03% | New | Q1 2026 |
 ENOV | $5.12M | 2.05% | 0.39% | Not reported | Q3 2024 |
| TTGT | $4.97M | 1.99% | 1.77% | +9.9% | Q3 2025 |
 WY | $4.89M | 1.95% | 0.03% | New | Q1 2026 |
| SON | $4.33M | 1.73% | 0.08% | -63.6% | Q3 2025 |
 SCHL | $4.3M | 1.72% | 0.53% | -47.6% | Q3 2024 |
| SARO | $4.26M | 1.71% | 0.05% | New | Q1 2026 |
 LAD | $3.75M | 1.50% | 0.07% | Not reported | Q2 2024 |
| SRI | $3.72M | 1.49% | 2.73% | Not reported | Q2 2022 |
| GTES | $3.62M | 1.45% | 0.06% | -5.9% | Q1 2024 |
 SENEA | $3.48M | 1.39% | 0.20% | Not reported | Q3 2025 |
| NCMI | $3.45M | 1.38% | 1.21% | +1030.0% | Q4 2025 |
| HTLD | $3.43M | 1.37% | 0.43% | New | Q1 2026 |
| ARHS | $3.39M | 1.36% | 0.37% | +233.3% | Q3 2025 |
 CE | $2.63M | 1.05% | 0.04% | -70.8% | Q4 2025 |
| MBC | $2.49M | 1.00% | 0.23% | +50.0% | Q3 2025 |
| AVD | $1.79M | 0.72% | 2.52% | +16.4% | Q2 2025 |
 CCO | $1.15M | 0.46% | 0.10% | -79.4% | Q3 2025 |
| Q4 2025 | |||||
| DAN | $17.3M | 9.36% | 0.65% | -8.8% | Q1 2025 |
| WKC | $17.3M | 9.36% | 1.37% | +23.3% | Q1 2024 |
| CPS | $12.3M | 6.64% | 2.13% | +114.3% | Q4 2020 |
| GEF | $11.8M | 6.39% | Not reported | New | Q4 2025 |
| MEC | $11.3M | 6.11% | 2.98% | New | Q4 2025 |
| SON | $9.6M | 5.18% | 0.22% | +340.0% | Q3 2025 |
 AI | $8.09M | 4.37% | 17.15% | +223.8% | Q1 2023 |
| NPK | $8.01M | 4.32% | 1.05% | +82.9% | Q3 2025 |
 DG | $7.3M | 3.94% | 0.03% | Not reported | Q1 2025 |
| TITN | $6.99M | 3.77% | 1.99% | +86.0% | Q1 2025 |
| TTGT | $6.29M | 3.40% | 1.61% | +15.4% | Q3 2025 |
| SCHL | $6.22M | 3.36% | 0.85% | +10.5% | Q3 2024 |
| NGVT | $5.92M | 3.19% | 0.28% | Not reported | Q3 2024 |
| CE | $5.79M | 3.13% | 0.13% | New | Q4 2025 |
| WTTR | $5.26M | 2.84% | 1.24% | -44.4% | Q4 2022 |
| CCO | $5.19M | 2.80% | 0.47% | -6.0% | Q3 2025 |
| FND | $5.18M | 2.79% | 0.08% | New | Q4 2025 |
 TWI | $4.15M | 2.24% | 0.83% | +3.9% | Q1 2025 |
| GTES | $3.65M | 1.97% | 0.07% | +240.0% | Q1 2024 |
 SPSC | $3.57M | 1.92% | 0.11% | New | Q4 2025 |
 SPT | $3.38M | 1.82% | Not reported | New | Q4 2025 |
 VRNS | $2.79M | 1.50% | 0.07% | Not reported | Q4 2022 |
| SENEA | $2.54M | 1.37% | 0.20% | +9.5% | Q3 2025 |
| AVD | $2.36M | 1.28% | 2.17% | +82.0% | Q2 2025 |
| MBC | $2.21M | 1.19% | 0.16% | +700.0% | Q3 2025 |
 NX | $2M | 1.08% | 0.28% | New | Q4 2025 |
 UNF | $1.93M | 1.04% | 0.05% | New | Q4 2025 |
 RCAT | $1.7M | 0.92% | 0.18% | New | Q4 2025 |
| ARHS | $1.68M | 0.91% | 0.11% | +50.0% | Q3 2025 |
| NWL | $1.49M | 0.80% | 0.10% | -33.3% | Q1 2023 |
 CTRN | $1.25M | 0.67% | 0.36% | New | Q4 2025 |
| NCMI | $389K | 0.21% | 0.11% | New | Q4 2025 |
 RDW | $203K | 0.11% | 0.01% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| PRO | $45.8M | 27.41% | 4.14% | +11.1% | Q3 2024 |
| DAN | $16M | 9.59% | 0.66% | -10.1% | Q1 2025 |
| WKC | $15.6M | 9.31% | 1.08% | +3.5% | Q1 2024 |
| JAMF | $12.8M | 7.68% | 0.90% | +66.7% | Q4 2023 |
| WTTR | $9.62M | 5.76% | 2.23% | +15.4% | Q4 2022 |
| CPS | $6.46M | 3.87% | 0.99% | Not reported | Q4 2020 |
| TTGT | $5.87M | 3.51% | 1.40% | New | Q3 2025 |
 GT | $5.24M | 3.13% | 0.24% | -30.0% | Q1 2021 |
| SCHL | $5.2M | 3.11% | 0.78% | +58.7% | Q3 2024 |
 PRKS | $5.17M | 3.09% | 0.18% | New | Q3 2025 |
| NPK | $4.6M | 2.75% | 0.57% | New | Q3 2025 |
| TITN | $4.19M | 2.50% | 1.07% | +25.0% | Q1 2025 |
| CCO | $3.95M | 2.36% | 0.50% | New | Q3 2025 |
| TWI | $3.86M | 2.31% | 0.80% | -63.6% | Q1 2025 |
| AI | $3.21M | 1.92% | 5.30% | +45.0% | Q1 2023 |
| NWL | $3.14M | 1.88% | 0.14% | -20.0% | Q1 2023 |
 MYE | $3.05M | 1.82% | 0.48% | +80.0% | Q2 2025 |
| SENEA | $2.27M | 1.36% | 0.18% | New | Q3 2025 |
| SON | $2.15M | 1.29% | 0.05% | New | Q3 2025 |
 FTK | $2.04M | 1.22% | 0.47% | New | Q3 2025 |
| WNC | $1.97M | 1.18% | 0.49% | New | Q3 2025 |
| AVD | $1.95M | 1.17% | 1.20% | +136.5% | Q2 2025 |
| GTES | $1.24M | 0.74% | 0.02% | -91.3% | Q1 2024 |
| ARHS | $1.06M | 0.64% | 0.07% | New | Q3 2025 |
| MBC | $329K | 0.20% | 0.02% | New | Q3 2025 |
| STHO | $329K | 0.20% | 0.31% | -42.9% | Q3 2023 |