EVR Research LP holds a focused book of 28 stocks worth $202.5M as of Q3 2026 (disclosed Aug 13, 2026, a ~0-day 13F lag). This quarter they opened Magnite Inc and trimmed World Kinect Corp. Their largest long position is World Kinect Corp at 14% of the equity book. Cloning the disclosed picks since 2025 would be +17% (+21.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning EVR Research LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~0 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as EVR Research LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 38 / 28 | $11.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 38 / 28 | $6.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 38 / 28 | $6.1B |
| STATE STREET CORP | 38 / 28 | $5.0B |
| GEODE CAPITAL MANAGEMENT, LLC | 38 / 28 | $3.0B |
| DIMENSIONAL FUND ADVISORS LP | 38 / 28 | $2.7B |
| FMR LLC | 38 / 28 | $2.2B |
| MORGAN STANLEY | 38 / 28 | $1.3B |
Ranked by how many of EVR Research LP's top 28 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | World Kinect Corporation COM | $29.0M | 880.0K | 14.3% | ▼−6.4% Reduced · −60K sh | |
| 2 | Greif Inc CL A | $18.6M | 250.0K | 9.2% | ▲+56% Added · +90K sh | |
| 3 | Mayville Engr Co Inc COM | $16.6M | 441.9K | 8.2% | ▼−29% Reduced · −178K sh | |
| 4 | Sonoco Prods Co COM | $14.7M | 260.0K | 7.2% | ▲+225% Added · +180K sh | |
| 5 | Standardaero Inc COM | $11.5M | 384.0K | 5.7% | ▲+133% Added · +219K sh | |
| 6 | Cooper-Standard Holdings Inc COM | $9.7M | 360.0K | 4.8% | ▼−17% Reduced · −75K sh | |
| 7 | Magnite Inc COM | $9.1M | 480.0K | 4.5% | ▲New New position | |
| 8 | Titan Machy Inc COM | $9.1M | 430.2K | 4.5% | ▲+1.2% Added · +5K sh | |
| 9 | Floor & Decor Hldgs Inc CL A | $8.9M | 150.0K | 4.4% | ▼−35% Reduced · −80K sh | |
| 10 | Dana Inc COM | $8.7M | 320.0K | 4.3% | ▲+60% Added · +120K sh | |
| 11 | Acv Auctions Inc COM CL A | $8.2M | 1.14M | 4.0% | ▲New New position | |
| 12 | Heartland Express Inc COM | $7.3M | 480.0K | 3.6% | ▲+45% Added · +150K sh | |
| 13 | Driven Brands Hldgs Inc COM | $5.6M | 400.0K | 2.8% | ▼−26% Reduced · −140K sh | |
| 14 | Mediaalpha Inc CL A | $5.5M | 440.0K | 2.7% | ▲New New position | |
| 15 | Stoneridge Inc COM | $5.1M | 700.0K | 2.5% | ▼−9.1% Reduced · −70K sh | |
| 16 | Select Water Solutions Inc CL A COM | $4.8M | 240.0K | 2.4% | ▼−47% Reduced · −210K sh | |
| 17 | National Cinemedia Inc COM NEW | $4.4M | 1.16M | 2.2% | ▲+2.6% Added · +30K sh | |
| 18 | Techtarget Inc COM NEW | $4.4M | 1.22M | 2.2% | ▼−5.1% Reduced · −65K sh | |
| 19 | International Flavors&fragra COM | $2.8M | 35.0K | 1.4% | ▲New New position | |
| 20 | Newell Brands Inc COM | $2.6M | 430.0K | 1.3% | ▲New New position | |
| 21 | Anterix Inc COM | $2.6M | 25.0K | 1.3% | ▲New New position | |
| 22 | Arhaus Inc COM CL A | $2.4M | 290.0K | 1.2% | ▼−42% Reduced · −210K sh | |
| 23 | Masterbrand Inc COMMON STOCK | $2.4M | 230.0K | 1.2% | ▼−23% Reduced · −70K sh | |
| 24 | Trimas Corp COM NEW | $2.3M | 50.0K | 1.1% | ▲New New position | |
| 25 | Gates Indl Corp PLC ORD SHS | $2.2M | 80.0K | 1.1% | ▼−50% Reduced · −80K sh | |
| 26 | American Vanguard Corp COM | $2.2M | 775.0K | 1.1% | ▲+7.6% Added · +55K sh | |
| 27 | Kforce Inc COM | $1.2M | 25.0K | 0.6% | ▲New New position | |
| 28 | Wabash Natl Corp COM | $783K | 58.0K | 0.4% | ▲New New position |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1843019/holdings"
Use Arkolith to show EVR Research LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.