1y return+59.5%S&P 500 +20.9%
3y return+80.1%S&P 500 +68.5%
5y return+87.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $249 against $200 in the S&P 500.2
EVR Research LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WKCWorld Kinect Corporation | $29.0M | 14.3% | −6.4% |
| GEFGreif Inc | $18.6M | 9.2% | +56.2% |
| MECMayville Engr Co Inc | $16.6M | 8.2% | −28.7% |
| SONSonoco Prods Co | $14.7M | 7.2% | +225.0% |
| SAROStandardaero Inc | $11.5M | 5.7% | +132.7% |
| CPSCooper-standard Holdings Inc | $9.7M | 4.8% | −17.2% |
| MGNIMagnite Inc | $9.1M | 4.5% | New |
| TITNTitan Machy Inc | $9.1M | 4.5% | +1.2% |
| FNDFloor & Decor Hldgs Inc | $8.9M | 4.4% | −34.8% |
| DANDana Inc | $8.7M | 4.3% | +60.0% |
| Acv Auctions IncCUSIP 00091G104 | $8.2M | 4.0% | New |
| HTLDHeartland Express Inc | $7.3M | 3.6% | +45.5% |
| DRVNDriven Brands Hldgs Inc | $5.6M | 2.8% | −25.9% |
| MAXMediaalpha Inc | $5.5M | 2.7% | New |
| SRIStoneridge Inc | $5.1M | 2.5% | −9.1% |
| WTTRSelect Water Solutions Inc | $4.8M | 2.4% | −46.7% |
| NCMINational Cinemedia Inc | $4.4M | 2.2% | +2.7% |
| TTGTTechtarget Inc | $4.4M | 2.2% | −5.1% |
| IFFInternational Flavors&fragra | $2.8M | 1.4% | New |
| NWLNewell Brands Inc | $2.6M | 1.3% | New |
| ATEXAnterix Inc | $2.6M | 1.3% | New |
| ARHSArhaus Inc | $2.4M | 1.2% | −42.0% |
| MBCMasterbrand Inc | $2.4M | 1.2% | −23.3% |
| TRSTrimas Corp | $2.3M | 1.1% | New |
| Gates Indl Corp PLCCUSIP G39108108 | $2.2M | 1.1% | −50.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DANDana Inc | March 31, 2025 | +104.1% | $8.7M |
| MECMayville Engr Co Inc | December 31, 2025 | +100.1% | $16.6M |
| WTTRSelect Water Solutions Inc | March 31, 2025 | +90.3% | $4.8M |
| Gates Indl Corp PLCCUSIP G39108108 | March 31, 2024 | +57.9% | $2.2M |
| SRIStoneridge Inc | March 31, 2026 | +51.6% | $5.1M |
| HTLDHeartland Express Inc | March 31, 2026 | +46.3% | $7.3M |
| SONSonoco Prods Co | September 30, 2025 | +30.8% | $14.7M |
| WKCWorld Kinect Corporation | March 31, 2024 | +24.5% | $29.0M |
| TITNTitan Machy Inc | March 31, 2025 | +23.9% | $9.1M |
| SAROStandardaero Inc | March 31, 2026 | +15.8% | $11.5M |
Sold off last quarter
- NPKNational Presto Inds Inc was $8.9M
- OMCLOmnicell Com was $5.8M
- CSGPCostar Group Inc was $5.2M
- ENOVEnovis Corporation was $5.1M
- WYWeyerhaeuser Co was $4.9M
- SCHLScholastic Corp was $4.3M
- LADLithia Mtrs Inc was $3.7M
- SENEASeneca Foods Corp New was $3.5M
- CECelanese Corp Del was $2.6M
- Clear Channel Outdoor HldgsCUSIP 18453H106 was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.7% | +14.8% |
| March 31, 2026 | +4.9% | −4.6% |
| December 31, 2025 | +18.1% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +17.6% | +10.5% |
| March 31, 2025 | −14.9% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +0.5% | +5.4% |
| June 30, 2024 | −2.2% | +4.0% |
| March 31, 2024 | +2.2% | +10.0% |
| December 31, 2023 | +14.7% | +11.2% |
| September 30, 2023 | −1.1% | −3.6% |
| June 30, 2023 | −1.0% | +8.3% |
| March 31, 2023 | +5.9% | +7.0% |
| December 31, 2022 | +14.0% | +7.1% |
| September 30, 2022 | −8.7% | −5.3% |
| June 30, 2022 | −9.9% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +12.7% | +10.7% |
| September 30, 2021 | −2.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: EVR Research LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1843019&type=13F-HR&dateb=&owner=include&count=40CIK 1843019
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1843019/000184301926000004/Filed August 13, 2026 · accession 0001843019-26-000004