StockDriftsStockDriftsTop 29 EVR Research LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WKC | WORLD KINECT CORPORATION | 12.35% | 940.0K | $21.7M | +27.03%(+200.00K) | $26.19(+7.06%) | 2026-03-31 | |
| CPS | COOPER-STANDARD HOLDINGS INC | 6.91% | 435.0K | $12.1M | +16.00%(+60.00K) | $25.50(+12.84%) | 2026-03-31 | |
| FND | FLOOR & DECOR HLDGS INC | 6.66% | 230.0K | $11.7M | +170.59%(+145.00K) | $60.08(-23.81%) | 2026-03-31 | |
| MEC | MAYVILLE ENGR CO INC | 6.34% | 620.0K | $11.1M | +2.48%(+15.00K) | $16.29(+55.86%) | 2026-03-31 | |
| GEF | GREIF INC | 6.11% | 160.0K | $10.7M | -8.57%(-15.00K) | $63.73(+2.65%) | 2026-03-31 | |
| NPK | NATIONAL PRESTO INDS INC | 5.07% | 65.0K | $8.9M | -13.33%(-10.00K) | $107.05(+30.10%) | 2026-03-31 | |
| TITN | TITAN MACHY INC | 4.05% | 425.0K | $7.1M | -8.60%(-40.00K) | $16.14(+24.83%) | 2026-03-31 | |
| WTTR | SELECT WATER SOLUTIONS INC | 3.92% | 450.0K | $6.9M | -10.00%(-50.00K) | $9.08(+104.75%) | 2026-03-31 | |
| DRVN | DRIVEN BRANDS HLDGS INC | 3.88% | 540.0K | $6.8M | new | $13.71(-8.57%) | 2026-03-31 | |
| DAN | DANA INC | 3.83% | 200.0K | $6.7M | -72.60%(-530.00K) | $13.24(+161.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -1.32% | -3.90% |
| Top 20 Holdings Unweighted | +0.61% | +1.83% |
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