13F HOLDINGS REPORT
EVR Research LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001843019-25-000005
Total Value
$167.2M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROS HOLDINGS INC | 74346Y103 | 2,000,000 | $45.8M | 27.41% |
| 2 | DANA INC | DAN | 800,000 | $16.0M | 9.59% |
| 3 | WORLD KINECT CORPORATION | WKC | 600,000 | $15.6M | 9.31% |
| 4 | JAMF HLDG CORP | 47074L105 | 1,200,000 | $12.8M | 7.68% |
| 5 | SELECT WATER SOLUTIONS INC | WTTR | 900,000 | $9.6M | 5.76% |
| 6 | COOPER STD HLDGS INC | 21676P103 | 175,000 | $6.5M | 3.87% |
| 7 | TECHTARGET INC | TTGT | 1,010,000 | $5.9M | 3.51% |
| 8 | GOODYEAR TIRE & RUBR CO | 382550101 | 700,000 | $5.2M | 3.13% |
| 9 | SCHOLASTIC CORP | SCHL | 190,000 | $5.2M | 3.11% |
| 10 | UNITED PARKS & RESORTS INC | PRKS | 100,000 | $5.2M | 3.09% |
| 11 | NATIONAL PRESTO INDS INC | 637215104 | 41,000 | $4.6M | 2.75% |
| 12 | TITAN MACHY INC | KMCM | 250,000 | $4.2M | 2.50% |
| 13 | CLEAR CHANNEL OUTDOOR HLDGS | CCO | 2,500,000 | $4.0M | 2.36% |
| 14 | TITAN INTL INC ILL | KMCM | 510,000 | $3.9M | 2.31% |
| 15 | C3 AI INC | AI | 185,400 | $3.2M | 1.92% |
| 16 | NEWELL BRANDS INC | NWL | 600,000 | $3.1M | 1.88% |
| 17 | MYERS INDS INC | 628464109 | 180,000 | $3.0M | 1.82% |
| 18 | SENECA FOODS CORP NEW | SENEM | 21,000 | $2.3M | 1.36% |
| 19 | SONOCO PRODS CO | 835495102 | 50,000 | $2.2M | 1.29% |
| 20 | FLOTEK INDS INC DEL | 343389409 | 140,000 | $2.0M | 1.22% |
| 21 | WABASH NATL CORP | 929566107 | 200,000 | $2.0M | 1.18% |
| 22 | AMERICAN VANGUARD CORP | AVD | 340,000 | $2.0M | 1.17% |
| 23 | GATES INDL CORP PLC | G39108108 | 50,000 | $1.2M | 0.74% |
| 24 | ARHAUS INC | ARHS | 100,000 | $1.1M | 0.64% |
| 25 | MASTERBRAND INC | MBC | 25,000 | $329,250 | 0.20% |
| 26 | STAR HLDGS | STHO | 40,000 | $329,200 | 0.20% |