Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

EVR Research

Latest statistics and disclosures from EVR Research's latest quarterly 13F-HR filing:

Top 5 stock holdings are BASE, WKME, ECVT, SMAR, AVPT, and represent 36.28% of EVR Research's stock portfolio.
Added to shares of these 10 stocks: MDRX (+$17M), Adient Plc put (+$12M), BLBD (+$7.6M), PHIN (+$7.0M), AI (+$6.0M), RSKD (+$5.0M), SMTC, MRCY, ECVT, PLAY.
Started 15 new stock positions in STHO, GLDD, BKD, CAE, RKT, DOLE, MDRX, BLBD, MRCY, Adient Plc put. PHIN, PLAY, SPOK, SMTC, KOP.
Reduced shares in these 10 stocks: ADNT (-$17M), SAH (-$16M), SPB (-$9.4M), VRNS (-$8.1M), AVPT (-$8.1M), LEA (-$7.2M), SWK (-$7.0M), AXTA (-$7.0M), LZ, SAM.
Sold out of its positions in SAM, LEA, LZ, Newell Rubbermaid Inc Cmn Stock cmn, CXM, SWK, ADNT.
EVR Research was a net buyer of stock by $6.0M.
EVR Research has $378M in assets under management (AUM), dropping by 0.91%.
Central Index Key (CIK): 0001843019

Tip: Access up to 7 years of quarterly data

Positions held by EVR Research consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for EVR Research

EVR Research holds 39 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Couchbase Ord Common Stock (BASE)	9.8	$37M	+3%	2.2M	17.16	View chart
Walkme Ord Common Stock (WKME)	7.7	$29M		3.1M	9.48	View chart
Ecovyst Ord Common Stock (ECVT)	7.0	$27M	+13%	2.7M	9.84	View chart
Smartsheet Cl A Ord Common Stock (SMAR)	6.4	$24M	+11%	600k	40.46	View chart
Avepoint Cl A Ord Common Stock (AVPT)	5.3	$20M	-28%	3.0M	6.72	View chart
C3 Ai Cl A Ord Common Stock (AI)	5.3	$20M	+42%	785k	25.52	View chart
Select Water Solutions Cl A Ord Common Stock (WTTR)	4.8	$18M	+15%	2.3M	7.95	View chart
Veradigm Ord Common Stock (MDRX)	4.5	$17M	NEW	1.3M	13.14	View chart
Liveramp Holdings Ord Common Stock (RAMP)	4.5	$17M	-2%	584k	28.84	View chart
Garrett Motion Ord Common Stock (GTX)	4.3	$16M		2.1M	7.88	View chart
Pactiv Evergreen Ord Common Stock (PTVE)	3.8	$14M	+10%	1.8M	8.13	View chart
Spectrum Brands Holdings Ord Common Stock (SPB)	3.6	$14M	-40%	175k	78.35	View chart
Riskified Cl A Ord Common Stock (RSKD)	3.6	$14M	+58%	3.0M	4.48	View chart
Adient Ord Common Stock	3.1	$12M	NEW	320k	36.70	View chart
Varonis Systems Ord Common Stock (VRNS)	3.1	$12M	-41%	380k	30.54	View chart
Shotspotter Ord Common Stock (SSTI)	2.8	$11M	+5%	592k	17.90	View chart
Stoneridge Ord Common Stock (SRI)	2.3	$8.8M	-15%	439k	20.07	View chart
Blue Bird Ord Common Stock (BLBD)	2.0	$7.6M	NEW	355k	21.35	View chart
Phinia Ord Common Stock (PHIN)	1.8	$7.0M	NEW	260k	26.79	View chart
Mattel Ord Common Stock (MAT)	1.3	$4.7M	+2%	215k	22.03	View chart
Designer Brands Cl A Ord Common Stock (DBI)	1.2	$4.7M	+54%	370k	12.66	View chart
Semtech Ord Common Stock (SMTC)	1.1	$4.1M	NEW	160k	25.75	View chart
Canada Goose Holdings Sub Vtg Ord Common Stock (GOOS)	1.0	$3.8M	+30%	260k	14.66	View chart
Mercury Systems Ord Common Stock (MRCY)	1.0	$3.7M	NEW	100k	37.09	View chart
Newell Brands Ord Common Stock (NWL)	1.0	$3.6M	-33%	400k	9.03	View chart
Childrens Place Ord Common Stock (PLCE)	0.9	$3.4M	+25%	125k	27.03	View chart
Babcock And Wilcox Enterprises Ord Common Stock (BW)	0.9	$3.4M		800k	4.21	View chart
Cooper Standard Holdings Ord Common Stock (CPS)	0.8	$3.1M	+103%	230k	13.42	View chart
Dave Busters Entertainment Ord Common Stock (PLAY)	0.7	$2.8M	NEW	75k	37.07	View chart
Koppers Holdings Ord Common Stock (KOP)	0.7	$2.8M	NEW	70k	39.55	View chart
Dole Ord Common Stock (DOLE)	0.6	$2.4M	NEW	206k	11.58	View chart
Spok Holdings Ord Common Stock (SPOK)	0.6	$2.1M	NEW	150k	14.27	View chart
Star Holdings Ord Common Stock (STHO)	0.6	$2.1M	NEW	170k	12.52	View chart
Cae Ord Common Stock (CAE)	0.5	$1.9M	NEW	80k	23.35	View chart
Great Lakes Dredge And Dock Ord Common Stock (GLDD)	0.5	$1.8M	NEW	223k	7.97	View chart
Axalta Coating Systems Ord Common Stock (AXTA)	0.3	$1.1M	-86%	40k	26.90	View chart
Brookdale Senior Living Ord Common Stock (BKD)	0.2	$828k	NEW	200k	4.14	View chart
Rocket Companies Cl A Ord Common Stock (RKT)	0.2	$758k	NEW	93k	8.18	View chart
Sonic Automotive Cl A Ord Common Stock (SAH)	0.1	$478k	-97%	10k	47.76	View chart

Past Filings by EVR Research

SEC 13F filings are viewable for EVR Research going back to 2020

EVR Research 2023 Q3 filed Nov. 14, 2023
EVR Research 2023 Q2 filed Aug. 14, 2023
EVR Research 2023 Q1 filed May 15, 2023
EVR Research 2022 Q4 filed Feb. 13, 2023
EVR Research 2022 Q3 restated filed Nov. 18, 2022
EVR Research 2022 Q3 filed Nov. 14, 2022
EVR Research 2022 Q2 filed Aug. 15, 2022
EVR Research 2022 Q1 filed May 13, 2022
EVR Research 2021 Q4 filed Feb. 11, 2022
EVR Research 2021 Q3 filed Nov. 15, 2021
EVR Research 2021 Q2 filed Aug. 16, 2021
EVR Research 2021 Q1 filed May 17, 2021
EVR Research 2020 Q4 filed Feb. 16, 2021

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z