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13F holdings · Q2 2026

EVR Research

Richmond, VA · files as EVR Research LP
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 1843019

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.

Reported value$203M+15.4% vs last quarter
Stocks held289 new · 10 sold out
Top 5 weight44.6%fairly concentrated
Turnover67%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
WKC
World Kinect Corporation
$29M14.3%880K−60K (−6%)8 of 8
2
GEF
Greif Inc
$18.6M9.2%250K+90K (+56%)3 of 8
3
MEC
Mayville Engr Co Inc
$16.6M8.2%442K−178K (−29%)3 of 8
4
SON
Sonoco Prods Co
$14.7M7.2%260K+180K (+225%)4 of 8
5
SARO
Standardaero Inc
$11.5M5.7%384K+219K (+133%)2 of 8
6
CPS
Cooper Std Hldgs Inc
$9.7M4.8%360K−75K (−17%)5 of 8
7
MGNI
Magnite Inc
$9.1M4.5%480KNew position1 of 8
8
TITN
Titan Machy Inc
$9.1M4.5%430K+5,200 (+1%)6 of 8
9
FND
FLOOR &amp DECOR HLDGS INC
$8.9M4.4%150K−80K (−35%)3 of 8
10
DAN
Dana Inc
$8.7M4.3%320K+120K (+60%)6 of 8
🔒 18 more holdings in this filing. Create a free account or sign in to see them all.

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
StockValue last quarterShares sold
NPK
National Presto Inds Inc
$8.9M65K
OMCL
Omnicell Com
$5.8M173K
CSGP
Costar Group Inc
$5.2M130K
ENOV
Enovis Corporation
$5.1M225K
WY
Weyerhaeuser Co
$4.9M200K

🔒 Free account: see all 10.

Reported value

last 8 quarters
$395MQ3 '24
$296MQ4 '24
$221MQ1 '25
$191MQ2 '25
$167MQ3 '25
$185MQ4 '25
$176MQ1 '26
$203MQ2 '26

The 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
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

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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.