EVR Research LP: 13F holdings
CIK 18430192026Q2
| Positions | 28 |
|---|
| Reported value | $202.5m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 28 (-2 vs prior quarter) |
|---|
| Reported value | $202.5m (-19.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WKC WORLD KINECT CORPORATION | 880,000 | $29.0m | 14.3% |
| GEF GREIF INC | 250,000 | $18.6m | 9.2% |
| MEC MAYVILLE ENGR CO INC | 441,908 | $16.6m | 8.2% |
| SON SONOCO PRODS CO | 260,000 | $14.7m | 7.2% |
| SARO STANDARDAERO INC | 384,000 | $11.5m | 5.7% |
| CPS COOPER-STANDARD HOLDINGS INC | 360,000 | $9.7m | 4.8% |
| MGNI MAGNITE INC | 480,000 | $9.1m | 4.5% |
| TITN TITAN MACHY INC | 430,200 | $9.1m | 4.5% |
| FND FLOOR & DECOR HLDGS INC | 150,000 | $8.9m | 4.4% |
| DAN DANA INC | 320,000 | $8.7m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843019")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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