In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), EVR Research LP reported 28 stock positions worth $202.5 million . Its top holding was World Kinect (WKC) at 14.3% of the portfolio, followed by Greif Class A (GEF, 9.2% ) and Mayville Engineering (MEC, 8.2% ). Compared with Q1 2026, it opened 9 new positions, sold out of 10, added to 8 and reduced 11. The biggest buy was Sonoco Products (SON, shares +225% ) and the biggest sale an exit from National Presto Inds (NPK).
Location RICHMOND, VA
CIK 0001843019
Portfolio Value $202.5M (Q2 2026) Holdings 28 stocks · $202.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 WKC World Kinect Corp. 880,000 $29.0M Reduce -6.4% GEF Greif Inc. Class A 250,000 $18.6M Add +56.3% MEC Mayville Engineering Co. Inc. 441,908 $16.6M Reduce -28.7% SON Sonoco Products Co. 260,000 $14.7M Add +225.0% SARO Standardaero Inc. 384,000 $11.5M Add +132.7% CPS Cooper-Standard Holding 360,000 $9.7M Reduce -17.2% MGNI Magnite Inc. 480,000 $9.1M New TITN Titan Machinery Inc. 430,200 $9.1M Add +1.2% FND Floor & Decor Holdings Inc. Class A 150,000 $8.9M Reduce -34.8% DAN Dana Inc. 320,000 $8.7M Add +60.0% ACVA Acv Auctions Inc. Class A 1,135,000 $8.2M New HTLD Heartland Express Inc. 480,000 $7.3M Add +45.5% DRVN Driven Brands Holdings Inc. 400,000 $5.6M Reduce -25.9% MAX Mediaalpha Inc. Class A 440,000 $5.5M New SRI Stoneridge Inc. 700,000 $5.1M Reduce -9.1% WTTR Select Water Solutions Inc. 240,000 $4.8M Reduce -46.7% NCMI National Cinemedia Inc. 1,160,000 $4.4M Add +2.6% TTGT Techtarget Inc. 1,215,000 $4.4M Reduce -5.1% IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 35,000 $2.8M New NWL Newell Brands Inc. 430,000 $2.6M New ATEX Anterix Inc. 25,000 $2.6M New ARHS Arhaus Inc. 290,000 $2.4M Reduce -42.0% MBC Masterbrand Inc. 230,000 $2.4M Reduce -23.3% TRS Trimas Corp. 50,000 $2.3M New GTES Gates Industrial Corp. UK Ltd. 80,000 $2.2M Reduce -50.0% AVD American Vanguard Corp. 775,000 $2.2M Add +7.6% KFRC Kforce Inc. 25,000 $1.2M New WNC Wabash National Corp. 58,000 $783K New
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ NPK National Presto Inds Inc. Sold out 0.00% −5.07 OMCL Omnicell Inc. Sold out 0.00% −3.29 CSGP Costar Group Inc. Sold out 0.00% −2.99 ENOV Enovis Corp. Sold out 0.00% −2.92 WY Weyerhaeuser Co. Sold out 0.00% −2.78 SCHL Scholastic Corp. Sold out 0.00% −2.45 FND Floor & Decor Holdings Inc. Class A Reduce -34.8% 4.40% −2.26 LAD Lithia Motors Inc. Sold out 0.00% −2.13 CPS Cooper-Standard Holding Reduce -17.2% 4.81% −2.10 SENEA Seneca Foods Corp. Class A Sold out 0.00% −1.98 WTTR Select Water Solutions Inc. Reduce -46.7% 2.37% −1.55 CE Celanese Corp. Sold out 0.00% −1.50 DRVN Driven Brands Holdings Inc. Reduce -25.9% 2.75% −1.13 GTES Gates Industrial Corp. UK Ltd. Reduce -50.0% 1.10% −0.96 ARHS Arhaus Inc. Reduce -42.0% 1.21% −0.73 TTGT Techtarget Inc. Reduce -5.1% 2.16% −0.67 CCO Clear Channel Outdoor Holdin Sold out 0.00% −0.65 MBC Masterbrand Inc. Reduce -23.3% 1.17% −0.25 SRI Stoneridge Inc. Reduce -9.1% 2.53% +0.41 MEC Mayville Engineering Co. Inc. Reduce -28.7% 8.17% +1.83 WKC World Kinect Corp. Reduce -6.4% 14.31% +1.96
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ SON Sonoco Products Co. Add +225.0% 7.23% +4.77 MGNI Magnite Inc. New 4.50% +4.50 ACVA Acv Auctions Inc. Class A New 4.03% +4.03 SARO Standardaero Inc. Add +132.7% 5.67% +3.24 GEF Greif Inc. Class A Add +56.3% 9.19% +3.08 MAX Mediaalpha Inc. Class A New 2.73% +2.73 HTLD Heartland Express Inc. Add +45.5% 3.61% +1.65 IFF Intl Flavors & Fragrances New 1.37% +1.37 NWL Newell Brands Inc. New 1.30% +1.30 ATEX Anterix Inc. New 1.27% +1.27 TRS Trimas Corp. New 1.11% +1.11 KFRC Kforce Inc. New 0.58% +0.58 DAN Dana Inc. Add +60.0% 4.30% +0.47 TITN Titan Machinery Inc. Add +1.2% 4.49% +0.44 WNC Wabash National Corp. New 0.39% +0.39 NCMI National Cinemedia Inc. Add +2.6% 2.18% +0.21 AVD American Vanguard Corp. Add +7.6% 1.07% +0.05
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ IWM iShares Russell 2000 ETF put Sold out 3,000 $74.4Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 28 $202.5M WKC, GEF, MEC, SON, SARO Q1 2026 29 $175.6M WKC, CPS, FND, MEC, GEF Q4 2025 33 $185.3M DAN, WKC, CPS, GEF, MEC Q3 2025 26 $167.2M PRO, DAN, WKC, JAMF, WTTR Q2 2025 27 $191.0M PRO, WKC, ASTS, DAN, TWI Q1 2025 30 $221.4M BASE, WKC, ALIT, PRO, BLBD Q4 2024 37 $295.6M BASE, WKC, JAMF, KMX, BLBD Q3 2024 33 $395.1M SMAR, BASE, JAMF, GPN, VRNS Q2 2024 31 $334.8M BASE, SMAR, JAMF, WKC, ALIT Q1 2024 31 $446.4M BASE, PLAY, BLBD, WKME, ECVT