13F HOLDINGS REPORT
EVR Research LP
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001843019-23-000002
Total Value
$331.6M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WALKME LTD | M97628107 | 3,109,515 | $34.8M | 10.49% |
| 2 | SMARTSHEET INC | 83200N103 | 810,000 | $31.9M | 9.62% |
| 3 | COUCHBASE INC | 22207T101 | 2,372,155 | $31.5M | 9.49% |
| 4 | AVEPOINT INC | AVPT | 4,833,098 | $19.9M | 5.99% |
| 5 | SHOTSPOTTER INC | SSTI | 550,000 | $18.6M | 5.61% |
| 6 | PACTIV EVERGREEN INC | 69526K105 | 1,545,000 | $17.6M | 5.29% |
| 7 | SONIC AUTOMOTIVE INC | SAH | 348,000 | $17.1M | 5.17% |
| 8 | RISKIFIED LTD | RSKD | 3,200,000 | $14.8M | 4.46% |
| 9 | MONEYGRAM INTL INC | 60935Y208 | 1,200,000 | $13.1M | 3.94% |
| 10 | VARONIS SYS INC | VRNS | 542,700 | $13.0M | 3.92% |
| 11 | GARRETT MOTION INC | GTX | 1,665,000 | $12.7M | 3.83% |
| 12 | SPECTRUM BRANDS HLDGS INC NE | SPB | 107,000 | $10.5M | 3.17% |
| 13 | UNDER ARMOUR INC | UA | 1,130,000 | $10.1M | 3.04% |
| 14 | CUTERA INC | 232109108 | 180,000 | $8.0M | 2.40% |
| 15 | KIMBALL INTL INC | 494274103 | 1,088,000 | $7.1M | 2.13% |
| 16 | GRIFFON CORP | GFF | 180,000 | $6.4M | 1.94% |
| 17 | SELECT ENERGY SVCS INC | WTTR | 652,087 | $6.0M | 1.82% |
| 18 | NORDSTROM INC | 655664100 | 320,000 | $5.2M | 1.56% |
| 19 | AXALTA COATING SYS LTD | AXTA | 200,000 | $5.1M | 1.54% |
| 20 | BABCOCK & WILCOX ENTERPRISES | BW-PA | 840,000 | $4.8M | 1.46% |
| 21 | SPRINKLR INC | CXM | 570,000 | $4.7M | 1.40% |
| 22 | CHILDRENS PL INC NEW | 168905107 | 110,000 | $4.0M | 1.21% |
| 23 | WOLVERINE WORLD WIDE INC | WWW | 335,000 | $3.7M | 1.10% |
| 24 | ZUMIEZ INC | ZUMZ | 157,000 | $3.4M | 1.03% |
| 25 | STONERIDGE INC | SRI | 152,000 | $3.3M | 0.99% |
| 26 | ASPEN AEROGELS INC | ASPN | 275,000 | $3.2M | 0.98% |
| 27 | ADIENT PLC | ADNT | 92,000 | $3.2M | 0.96% |
| 28 | SALESFORCE INC | CRM | 22,000 | $2.9M | 0.88% |
| 29 | HASBRO INC | HAS | 47,000 | $2.9M | 0.86% |
| 30 | DESIGNER BRANDS INC | DBI | 280,000 | $2.7M | 0.83% |
| 31 | AMAZON COM INC | AMZN | 32,000 | $2.7M | 0.81% |
| 32 | GARRETT MOTION INC | GTX | 304,000 | $2.6M | 0.80% |
| 33 | EUROPEAN WAX CTR INC | 29882P106 | 190,000 | $2.4M | 0.71% |
| 34 | AUDIOCODES LTD | AUDC | 60,000 | $1.1M | 0.32% |
| 35 | SPECTRUM BRANDS HLDGS INC NE | SPB | 275,000 | $811,250 | 0.24% |