13F HOLDINGS REPORT
EVR Research LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001843019-23-000006
Total Value
$401.6M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COUCHBASE INC | 22207T101 | 2,632,000 | $37.0M | 9.21% |
| 2 | WALKME LTD | M97628107 | 3,010,000 | $32.0M | 7.97% |
| 3 | SMARTSHEET INC | 83200N103 | 560,000 | $26.8M | 6.66% |
| 4 | AVEPOINT INC | AVPT | 5,410,000 | $22.3M | 5.55% |
| 5 | SHOTSPOTTER INC | SSTI | 520,078 | $20.4M | 5.09% |
| 6 | MONEYGRAM INTL INC | 60935Y208 | 1,806,480 | $18.8M | 4.69% |
| 7 | SELECT ENERGY SVCS INC | WTTR | 2,620,000 | $18.2M | 4.54% |
| 8 | ECOVYST INC | ECVT | 1,540,000 | $17.0M | 4.24% |
| 9 | RISKIFIED LTD | RSKD | 2,800,000 | $15.8M | 3.93% |
| 10 | SONIC AUTOMOTIVE INC | SAH | 270,000 | $14.7M | 3.65% |
| 11 | SPRINKLR INC | CXM | 1,114,600 | $14.4M | 3.60% |
| 12 | C3 AI INC | AI | 430,000 | $14.4M | 3.59% |
| 13 | GARRETT MOTION INC | GTX | 1,710,000 | $13.1M | 3.26% |
| 14 | PACTIV EVERGREEN INC | 69526K105 | 1,620,000 | $13.0M | 3.23% |
| 15 | AXALTA COATING SYS LTD | AXTA | 410,000 | $12.4M | 3.09% |
| 16 | CHILDRENS PL INC NEW | 168905107 | 265,000 | $10.7M | 2.66% |
| 17 | SPECTRUM BRANDS HLDGS INC NE | SPB | 160,000 | $10.6M | 2.64% |
| 18 | DESIGNER BRANDS INC | DBI | 1,000,000 | $8.7M | 2.18% |
| 19 | ADIENT PLC | ADNT | 190,000 | $7.8M | 1.94% |
| 20 | BABCOCK & WILCOX ENTERPRISES | BW-PA | 1,227,500 | $7.4M | 1.85% |
| 21 | STANLEY BLACK & DECKER INC | SWK | 88,000 | $7.1M | 1.77% |
| 22 | STONERIDGE INC | SRI | 345,000 | $6.5M | 1.61% |
| 23 | AUDIOCODES LTD | AUDC | 399,295 | $6.0M | 1.50% |
| 24 | SHUTTERSTOCK INC | SSTK | 80,000 | $5.8M | 1.45% |
| 25 | GRIFFON CORP | GFF | 180,000 | $5.8M | 1.43% |
| 26 | NEWELL BRANDS INC | NWL | 430,000 | $5.3M | 1.33% |
| 27 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 370,000 | $5.3M | 1.31% |
| 28 | AMERICAN WOODMARK CORPORATIO | AMWD | 86,000 | $4.5M | 1.11% |
| 29 | CUTERA INC | 232109108 | 150,000 | $3.5M | 0.88% |
| 30 | WOLVERINE WORLD WIDE INC | WWW | 205,000 | $3.5M | 0.87% |
| 31 | AZENTA INC | AZTA | 75,000 | $3.3M | 0.83% |
| 32 | GREAT LAKES DREDGE & DOCK CO | GLDD | 540,000 | $2.9M | 0.73% |
| 33 | GARRETT MOTION INC | GTX | 304,000 | $2.7M | 0.67% |
| 34 | COOPER STD HLDGS INC | 21676P103 | 158,669 | $2.3M | 0.56% |
| 35 | AVEPOINT INC | AVPT | 350,000 | $1.4M | 0.36% |