StockDriftsStockDriftsTop 28 Evr Research LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WKC | WORLD KINECT CORPORATION | 14.31% | 880.0K | $29.0M | -6.38%(-60.00K) | $26.19(+42.44%) | 2026-06-30 | |
| GEF | GREIF INC | 9.19% | 250.0K | $18.6M | +56.25%(+90.00K) | $66.16(+32.03%) | 2026-06-30 | |
| MEC | MAYVILLE ENGR CO INC | 8.17% | 441.9K | $16.6M | -28.72%(-178.09K) | $16.29(+54.01%) | 2026-06-30 | |
| SON | SONOCO PRODS CO | 7.23% | 260.0K | $14.7M | +225.00%(+180.00K) | $51.25(+13.69%) | 2026-06-30 | |
| SARO | STANDARDAERO INC | 5.67% | 384.0K | $11.5M | +132.73%(+219.00K) | $27.43(+1.71%) | 2026-06-30 | |
| CPS | COOPER-STANDARD HOLDINGS INC | 4.81% | 360.0K | $9.7M | -17.24%(-75.00K) | $25.50(+6.61%) | 2026-06-30 | |
| MGNI | MAGNITE INC | 4.5% | 480.0K | $9.1M | new | $15.27(+61.90%) | 2026-06-30 | |
| TITN | TITAN MACHY INC | 4.49% | 430.2K | $9.1M | +1.22%(+5.20K) | $16.17(+13.89%) | 2026-06-30 | |
| FND | FLOOR & DECOR HLDGS INC | 4.4% | 150.0K | $8.9M | -34.78%(-80.00K) | $60.08(-5.90%) | 2026-06-30 | |
| DAN | DANA INC | 4.3% | 320.0K | $8.7M | +60.00%(+120.00K) | $19.34(+56.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.35% | +41.83% | +9.59% | +58.08% |
| Top 20 Holdings Unweighted | +6.39% | +20.43% | +4.34% | +23.66% |
Evr Research LP reports $202.53M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are WKC (14.3%), GEF (9.2%) and MEC (8.2%). The top 20 holdings account for 92.1% of reported assets. Its disclosed equity book has returned +41.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Evr Research LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Evr Research LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843019). View Evr Research LP’s 13F filings on SEC