EVR Research as of Dec. 31, 2022
Portfolio Holdings for EVR Research
EVR Research holds 35 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walkme Ord Shs (WKME) | 10.5 | $35M | 3.1M | 11.18 | |
| Smartsheet Com Cl A (SMAR) | 9.6 | $32M | 810k | 39.36 | |
| Couchbase (BASE) | 9.5 | $32M | 2.4M | 13.26 | |
| Avepoint Com Cl A (AVPT) | 6.0 | $20M | 4.8M | 4.11 | |
| Shotspotter (SSTI) | 5.6 | $19M | 550k | 33.83 | |
| Pactiv Evergreen (PTVE) | 5.3 | $18M | 1.5M | 11.36 | |
| Sonic Automotive Cl A (SAH) | 5.2 | $17M | 348k | 49.27 | |
| Riskified Shs Cl A (RSKD) | 4.5 | $15M | 3.2M | 4.62 | |
| Moneygram Intl Com New | 3.9 | $13M | 1.2M | 10.89 | |
| Varonis Sys (VRNS) | 3.9 | $13M | 543k | 23.94 | |
| Garrett Motion Pfd Conv Ser A | 3.8 | $13M | 1.7M | 7.62 | |
| Spectrum Brands Hldgs Inc Ne Call Call Option | 3.2 | $11M | 107k | 98.31 | |
| Under Armour CL C (UA) | 3.0 | $10M | 1.1M | 8.92 | |
| Cutera (CUTR) | 2.4 | $8.0M | 180k | 44.22 | |
| Kimball Intl CL B | 2.1 | $7.1M | 1.1M | 6.50 | |
| Griffon Corporation (GFF) | 1.9 | $6.4M | 180k | 35.79 | |
| Select Energy Svcs Cl A Com (WTTR) | 1.8 | $6.0M | 652k | 9.24 | |
| Nordstrom (JWN) | 1.6 | $5.2M | 320k | 16.14 | |
| Axalta Coating Sys (AXTA) | 1.5 | $5.1M | 200k | 25.47 | |
| Babcock & Wilcox Enterpr (BW) | 1.5 | $4.8M | 840k | 5.77 | |
| Sprinklr Cl A (CXM) | 1.4 | $4.7M | 570k | 8.17 | |
| Children's Place Retail Stores (PLCE) | 1.2 | $4.0M | 110k | 36.42 | |
| Wolverine World Wide (WWW) | 1.1 | $3.7M | 335k | 10.93 | |
| Zumiez (ZUMZ) | 1.0 | $3.4M | 157k | 21.74 | |
| Stoneridge (SRI) | 1.0 | $3.3M | 152k | 21.56 | |
| Aspen Aerogels (ASPN) | 1.0 | $3.2M | 275k | 11.79 | |
| Adient Ord Shs (ADNT) | 1.0 | $3.2M | 92k | 34.69 | |
| salesforce (CRM) | 0.9 | $2.9M | 22k | 132.59 | |
| Hasbro (HAS) | 0.9 | $2.9M | 47k | 61.01 | |
| Designer Brands Cl A (DBI) | 0.8 | $2.7M | 280k | 9.78 | |
| Amazon (AMZN) | 0.8 | $2.7M | 32k | 84.00 | |
| Garrett Motion (GTX) | 0.8 | $2.6M | 304k | 8.70 | |
| European Wax Ctr Class A Com (EWCZ) | 0.7 | $2.4M | 190k | 12.45 | |
| Audiocodes Ord (AUDC) | 0.3 | $1.1M | 60k | 17.89 | |
| Spectrum Brands Holding (SPB) | 0.2 | $811k | 275k | 2.95 |
