In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), EVR Research LP reported 27 stock positions worth $191.0 million . Its top holding was Pros (PRO) at 14.8% of the portfolio, followed by World Kinect (WKC, 8.6% ) and Ast Spacemobile (ASTS, 8.1% ). Compared with Q1 2025, it opened 7 new positions, sold out of 10, added to 10 and reduced 10. The biggest buy was Pros (PRO, shares +147% ) and the biggest sale an exit from Couchbase (BASE).
Location RICHMOND, VA
CIK 0001843019
Portfolio Value $191.0M (Q2 2025) Holdings 27 stocks · $191.0M 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 2025 PRO Pros Holdings Inc. 1,800,000 $28.2M Add +147.3% WKC World Kinect Corp. 580,000 $16.4M Reduce -18.3% ASTS Ast Spacemobile Inc. 330,000 $15.4M Add +13.8% DAN Dana Inc. 890,000 $15.3M Add +41.3% TWI Titan International Inc. 1,400,000 $14.4M Add +27.3% ALIT Alight Inc. Class A 2,500,000 $14.2M Reduce -11.0% GTES Gates Industrial Corp. UK Ltd. 575,000 $13.2M Add +55.4% GT Goodyear Tire & Rubber Co. 1,000,000 $10.4M New JAMF Jamf Holding Corp. filed as JAMF HLDG CORP 720,000 $6.8M Add +2.9% WTTR Select Water Solutions Inc. 780,000 $6.7M Reduce -15.2% UFPT Ufp Technologies Inc. 20,634 $5.0M Add +39.2% ECVT Ecovyst Inc. 600,000 $4.9M Reduce -29.4% RKT Rocket Cos Inc. Class A 300,000 $4.3M New UWMC Uwm Holdings Corp. 1,011,825 $4.2M New NWL Newell Brands Inc. 750,000 $4.0M Reduce -46.4% TITN Titan Machinery Inc. 200,000 $4.0M Add +11.1% EOSE Eos Energy Enterprises Inc. 760,000 $3.9M Add +81.0% SMR Nuscale Power Corp. 90,000 $3.6M Reduce -35.7% BLBD Blue Bird Corp. 80,000 $3.5M Reduce -81.2% AI C3.AI Inc. Class A 127,900 $3.1M Reduce -3.8% SCHL Scholastic Corp. 119,730 $2.5M Reduce -7.9% RDW Redwire Corp. 105,000 $1.7M Add +119.1% U Unity Software Inc. 60,000 $1.5M New MYE Myers Industries Inc. 100,000 $1.4M New SHOE Shoe Station Group Inc. filed as SHOE CARNIVAL INC 65,000 $1.2M New AVD American Vanguard Corp. 143,784 $564K New STHO Star Holdings filed as STAR HLDGS 70,000 $547K Reduce -36.4%
Options reported separately and not counted above: IWM puts ($32.4M), PRO calls ($5.5M), NWL calls ($1.4M).
Portfolio Sells Q1 2025 → Q2 2025 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 2025 % Of Portfolio Change To Portfolio ▲ BASE Couchbase Inc. Sold out 0.00% −18.14 BLBD Blue Bird Corp. Reduce -81.2% 1.81% −4.41 GPN Global Payments Inc. Sold out 0.00% −3.98 KMX Carmax Inc. Sold out 0.00% −3.17 DG Dollar General Corp. Sold out 0.00% −2.78 GDRX Goodrx Holdings Inc. Class A Sold out 0.00% −2.59 LPRO Open Lending Corp. Sold out 0.00% −2.59 NWL Newell Brands Inc. Reduce -46.4% 2.12% −1.80 DBD Diebold Nixdorf Inc. Sold out 0.00% −1.10 WTTR Select Water Solutions Inc. Reduce -15.2% 3.53% −0.83 WKC World Kinect Corp. Reduce -18.3% 8.61% −0.48 GDOT Green Dot Corp. Class A Sold out 0.00% −0.38 SSTI Soundthinking Inc. Sold out 0.00% −0.26 STHO Star Holdings Reduce -36.4% 0.29% −0.14 ALIT Alight Inc. Class A Reduce -11.0% 7.41% −0.12 VUZI Vuzix Corp. Sold out 0.00% −0.09 ECVT Ecovyst Inc. Reduce -29.4% 2.59% +0.21 SCHL Scholastic Corp. Reduce -7.9% 1.32% +0.21 AI C3.AI Inc. Class A Reduce -3.8% 1.65% +0.38 SMR Nuscale Power Corp. Reduce -35.7% 1.86% +0.97
Portfolio Buys Q1 2025 → Q2 2025 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 2025 % Of Portfolio Change To Portfolio ▼ PRO Pros Holdings Inc. Add +147.3% 14.76% +8.51 GT Goodyear Tire & Rubber Co. New 5.43% +5.43 ASTS Ast Spacemobile Inc. Add +13.8% 8.07% +5.10 DAN Dana Inc. Add +41.3% 7.99% +4.20 GTES Gates Industrial Corp. UK Ltd. Add +55.4% 6.93% +3.86 TWI Titan International Inc. Add +27.3% 7.53% +3.36 RKT Rocket Cos Inc. Class A New 2.23% +2.23 UWMC Uwm Holdings Corp. New 2.19% +2.19 EOSE Eos Energy Enterprises Inc. Add +81.0% 2.04% +1.32 UFPT Ufp Technologies Inc. Add +39.2% 2.64% +1.29 U Unity Software Inc. New 0.76% +0.76 MYE Myers Industries Inc. New 0.76% +0.76 RDW Redwire Corp. Add +119.1% 0.90% +0.72 TITN Titan Machinery Inc. Add +11.1% 2.07% +0.69 SHOE Shoe Station Group Inc. New 0.64% +0.64 AVD American Vanguard Corp. New 0.30% +0.30 JAMF Jamf Holding Corp. Add +2.9% 3.59% −0.26
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Sold out 120,000 $67.1Mbefore exit IWM iShares Russell 2000 ETF put Reduce -40.0% 150,000 $32.4M JAMF HLDG CORP call Sold out 530,000 $6.4Mbefore exit PRO Pros Holdings Inc. call New 350,000 $5.5M DANA INC call Sold out 400,000 $5.3Mbefore exit OPEN LENDING CORP call Sold out 1,220,000 $3.4Mbefore exit NWL Newell Brands Inc. call New 250,000 $1.4M
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