EVR Research LP
CIK 1843019 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- WKC14.31%
- GEF9.19%
- MEC8.17%
- SON7.23%
- SARO5.67%
- CPS4.81%
- MGNI4.50%
- TITN4.49%
- FND4.40%
- DAN4.30%
Share classes counted separately67.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SONWeight increased · +4.77 pp2.46% → 7.23%Shares +180.00K (+225.00%)
- SAROWeight increased · +3.24 pp2.43% → 5.67%Shares +219.00K (+132.73%)
- GEFWeight increased · +3.08 pp6.11% → 9.19%Shares +90.00K (+56.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WKCWORLD KINECT CORP View history and evidence | $28.99M | 14.31% | 880.00K shares | 12.35% → 14.31%+1.96 pp -60.00K (-6.38%) | Reduced | ▾ |
| 02 | GEFGREIF INC-CL ACL A View history and evidence | $18.62M | 9.19% | 250.00K shares | 6.11% → 9.19%+3.08 pp +90.00K (+56.25%) | Added | ▾ |
| 03 | MECMAYVILLE ENGINEERING CO INC View history and evidence | $16.55M | 8.17% | 441.91K shares | 6.34% → 8.17%+1.83 pp -178.09K (-28.72%) | Reduced | ▾ |
| 04 | SONSONOCO PRODUCTS CO View history and evidence | $14.65M | 7.23% | 260.00K shares | 2.46% → 7.23%+4.77 pp +180.00K (+225.00%) | Added | ▾ |
| 05 | SAROSTANDARDAERO INC View history and evidence | $11.49M | 5.67% | 384.00K shares | 2.43% → 5.67%+3.24 pp +219.00K (+132.73%) | Added | ▾ |
| 06 | CPSCOOPER-STANDARD HOLDING View history and evidence | $9.74M | 4.81% | 360.00K shares | 6.91% → 4.81%-2.10 pp -75.00K (-17.24%) | Reduced | ▾ |
| 07 | MGNIMAGNITE INC View history and evidence | $9.11M | 4.50% | 480.00K shares | Prior unavailable +480.00K | New | ▾ |
| 08 | TITNTITAN MACHINERY INC View history and evidence | $9.09M | 4.49% | 430.20K shares | 4.05% → 4.49%+0.44 pp +5.20K (+1.22%) | Added | ▾ |
| 09 | FNDFLOOR & DECOR HOLDINGS INC-ACL A View history and evidence | $8.90M | 4.40% | 150.00K shares | 6.66% → 4.40%-2.26 pp -80.00K (-34.78%) | Reduced | ▾ |
| 10 | DANDANA INC View history and evidence | $8.71M | 4.30% | 320.00K shares | 3.83% → 4.30%+0.47 pp +120.00K (+60.00%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWM ISHARES RUSSELL 2000 ETF | Put | -3,000 | -$74.40M | SEC filing ↗ | SEC filing ↗ |
| NPK NATIONAL PRESTO INDS INC | Non-derivative | -65,000 | -$8.91M | SEC filing ↗ | SEC filing ↗ |
| OMCL OMNICELL INC | Non-derivative | -173,000 | -$5.77M | SEC filing ↗ | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1843019 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 202529688
}Take these holdings further.
This page includes 28 of 28 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 28 of 28 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1843019","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"1843019","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.