EVR Research
EVR Research reported 28 stocks worth $203M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are WKC (14.3%), GEF (9.2%) and MEC (8.2%). Compared with Q1 2026, the fund opened new positions in MGNI, MAX and IFF, added to GEF, SON and SARO, trimmed WKC, MEC and CPS and sold out of NPK, OMCL and CSGP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() WKC World Kinect Corporation | $29M | 14.3% | 880K | −60K (−6%) | 8 of 8 | |
| 2 | ![]() GEF Greif Inc | $18.6M | 9.2% | 250K | +90K (+56%) | 3 of 8 | |
| 3 | ![]() MEC Mayville Engr Co Inc | $16.6M | 8.2% | 442K | −178K (−29%) | 3 of 8 | |
| 4 | ![]() SON Sonoco Prods Co | $14.7M | 7.2% | 260K | +180K (+225%) | 4 of 8 | |
| 5 | ![]() SARO Standardaero Inc | $11.5M | 5.7% | 384K | +219K (+133%) | 2 of 8 | |
| 6 | ![]() CPS Cooper Std Hldgs Inc | $9.7M | 4.8% | 360K | −75K (−17%) | 5 of 8 | |
| 7 | ![]() MGNI Magnite Inc | $9.1M | 4.5% | 480K | New position | 1 of 8 | |
| 8 | ![]() TITN Titan Machy Inc | $9.1M | 4.5% | 430K | +5,200 (+1%) | 6 of 8 | |
| 9 | ![]() FND FLOOR & DECOR HLDGS INC | $8.9M | 4.4% | 150K | −80K (−35%) | 3 of 8 | |
| 10 | ![]() DAN Dana Inc | $8.7M | 4.3% | 320K | +120K (+60%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() NPK National Presto Inds Inc | $8.9M | 65K |
![]() OMCL Omnicell Com | $5.8M | 173K |
![]() CSGP Costar Group Inc | $5.2M | 130K |
![]() ENOV Enovis Corporation | $5.1M | 225K |
![]() WY Weyerhaeuser Co | $4.9M | 200K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →EVR Research 13F FAQ
What does EVR Research own?
EVR Research reported 28 stocks worth $203M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are WKC (14.3%), GEF (9.2%) and MEC (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did EVR Research buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 8 added to, 11 trimmed and 10 sold out. New positions include MGNI, MAX and IFF. It sold all of NPK, OMCL and CSGP.
When will EVR Research file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is EVR Research's portfolio worth?
The Q2 2026 filing reports $203M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.














