13F HOLDINGS REPORT
EVR Research LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001843019-26-000002
Total Value
$185.3M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DANA INC | DAN | 730,000 | $17.3M | 9.36% |
| 2 | WORLD KINECT CORPORATION | WKC | 740,000 | $17.3M | 9.36% |
| 3 | COOPER STD HLDGS INC | 21676P103 | 375,000 | $12.3M | 6.64% |
| 4 | GREIF INC | GEF-B | 175,000 | $11.8M | 6.39% |
| 5 | MAYVILLE ENGR CO INC | 578605107 | 605,000 | $11.3M | 6.11% |
| 6 | SONOCO PRODS CO | 835495102 | 220,000 | $9.6M | 5.18% |
| 7 | C3 AI INC | AI | 600,400 | $8.1M | 4.37% |
| 8 | NATIONAL PRESTO INDS INC | 637215104 | 75,000 | $8.0M | 4.32% |
| 9 | DOLLAR GEN CORP NEW | 256677105 | 55,000 | $7.3M | 3.94% |
| 10 | TITAN MACHY INC | KMCM | 465,000 | $7.0M | 3.77% |
| 11 | TECHTARGET INC | TTGT | 1,165,130 | $6.3M | 3.40% |
| 12 | SCHOLASTIC CORP | SCHL | 210,000 | $6.2M | 3.36% |
| 13 | INGEVITY CORP | NGVT | 100,000 | $5.9M | 3.19% |
| 14 | CELANESE CORP DEL | CE | 137,000 | $5.8M | 3.13% |
| 15 | SELECT WATER SOLUTIONS INC | WTTR | 500,000 | $5.3M | 2.84% |
| 16 | CLEAR CHANNEL OUTDOOR HLDGS | CCO | 2,350,000 | $5.2M | 2.80% |
| 17 | FLOOR & DECOR HLDGS INC | FND | 85,000 | $5.2M | 2.79% |
| 18 | TITAN INTL INC ILL | KMCM | 530,000 | $4.1M | 2.24% |
| 19 | GATES INDL CORP PLC | G39108108 | 170,000 | $3.6M | 1.97% |
| 20 | SPS COMM INC | SPSC | 40,000 | $3.6M | 1.92% |
| 21 | SPROUT SOCIAL INC | SPT | 300,000 | $3.4M | 1.82% |
| 22 | VARONIS SYS INC | VRNS | 85,000 | $2.8M | 1.50% |
| 23 | SENECA FOODS CORP NEW | SENEM | 23,000 | $2.5M | 1.37% |
| 24 | AMERICAN VANGUARD CORP | AVD | 618,657 | $2.4M | 1.28% |
| 25 | MASTERBRAND INC | MBC | 200,000 | $2.2M | 1.19% |
| 26 | QUANEX BLDG PRODS CORP | 747619104 | 130,000 | $2.0M | 1.08% |
| 27 | UNIFIRST CORP MASS | UNF | 10,000 | $1.9M | 1.04% |
| 28 | RED CAT HLDGS INC | RCAT | 215,000 | $1.7M | 0.92% |
| 29 | ARHAUS INC | ARHS | 150,000 | $1.7M | 0.91% |
| 30 | NEWELL BRANDS INC | NWL | 400,000 | $1.5M | 0.80% |
| 31 | CITI TRENDS INC | CTRN | 30,000 | $1.2M | 0.67% |
| 32 | NATIONAL CINEMEDIA INC | NCMI | 100,000 | $389,000 | 0.21% |
| 33 | REDWIRE CORPORATION | RDW | 26,667 | $202,669 | 0.11% |