EVR Research LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| GREIF INC | 0 | 175,000 | +175,000 | 0 | 11,847,500 | +11,847,500 |
| MAYVILLE ENGR CO INC | 0 | 605,000 | +605,000 | 0 | 11,325,600 | +11,325,600 |
| SONOCO PRODS CO | 50,000 | 220,000 | +170,000 | 2,154,500 | 9,600,800 | +7,446,300 |
| DOLLAR GEN CORP NEW | 0 | 55,000 | +55,000 | 0 | 7,302,350 | +7,302,350 |
| INGEVITY CORP | 0 | 100,000 | +100,000 | 0 | 5,918,000 | +5,918,000 |
| COOPER STD HLDGS INC | 175,000 | 375,000 | +200,000 | 6,462,750 | 12,311,250 | +5,848,500 |
| CELANESE CORP DEL | 0 | 137,000 | +137,000 | 0 | 5,792,360 | +5,792,360 |
| FLOOR & DECOR HLDGS INC | 0 | 85,000 | +85,000 | 0 | 5,175,650 | +5,175,650 |
| C3 AI INC | 185,400 | 600,400 | +415,000 | 3,214,836 | 8,093,392 | +4,878,556 |
| SPS COMM INC | 0 | 40,000 | +40,000 | 0 | 3,565,200 | +3,565,200 |
| NATIONAL PRESTO INDS INC | 41,000 | 75,000 | +34,000 | 4,598,150 | 8,007,000 | +3,408,850 |
| SPROUT SOCIAL INC | 0 | 300,000 | +300,000 | 0 | 3,381,000 | +3,381,000 |
| TITAN MACHY INC | 250,000 | 465,000 | +215,000 | 4,185,000 | 6,993,600 | +2,808,600 |
| VARONIS SYS INC | 0 | 85,000 | +85,000 | 0 | 2,788,000 | +2,788,000 |
| GATES INDL CORP PLC | 50,000 | 170,000 | +120,000 | 1,241,000 | 3,649,900 | +2,408,900 |
| QUANEX BLDG PRODS CORP | 0 | 130,000 | +130,000 | 0 | 1,999,400 | +1,999,400 |
| UNIFIRST CORP MASS | 0 | 10,000 | +10,000 | 0 | 1,929,000 | +1,929,000 |
| MASTERBRAND INC | 25,000 | 200,000 | +175,000 | 329,250 | 2,208,000 | +1,878,750 |
| WORLD KINECT CORPORATION | 600,000 | 740,000 | +140,000 | 15,570,000 | 17,338,200 | +1,768,200 |
| RED CAT HLDGS INC | 0 | 215,000 | +215,000 | 0 | 1,704,950 | +1,704,950 |
| DANA INC | 800,000 | 730,000 | -70,000 | 16,032,000 | 17,344,800 | +1,312,800 |
| CITI TRENDS INC | 0 | 30,000 | +30,000 | 0 | 1,246,800 | +1,246,800 |
| CLEAR CHANNEL OUTDOOR HLDGS | 2,500,000 | 2,350,000 | -150,000 | 3,950,000 | 5,193,500 | +1,243,500 |
| SCHOLASTIC CORP | 190,000 | 210,000 | +20,000 | 5,202,200 | 6,222,300 | +1,020,100 |
| ARHAUS INC | 100,000 | 150,000 | +50,000 | 1,063,000 | 1,681,500 | +618,500 |
| TECHTARGET INC | 1,010,000 | 1,165,130 | +155,130 | 5,868,100 | 6,291,702 | +423,602 |
| AMERICAN VANGUARD CORP | 340,000 | 618,657 | +278,657 | 1,951,600 | 2,363,270 | +411,670 |
| NATIONAL CINEMEDIA INC | 0 | 100,000 | +100,000 | 0 | 389,000 | +389,000 |
| TITAN INTL INC ILL | 510,000 | 530,000 | +20,000 | 3,855,600 | 4,149,900 | +294,300 |
| SENECA FOODS CORP NEW | 21,000 | 23,000 | +2,000 | 2,266,740 | 2,544,490 | +277,750 |
| REDWIRE CORPORATION | 0 | 26,667 | +26,667 | 0 | 202,669 | +202,669 |
| STAR HLDGS | 40,000 | 0 | -40,000 | 329,200 | 0 | -329,200 |
| NEWELL BRANDS INC | 600,000 | 400,000 | -200,000 | 3,144,000 | 1,488,000 | -1,656,000 |
| WABASH NATL CORP | 200,000 | 0 | -200,000 | 1,974,000 | 0 | -1,974,000 |
| FLOTEK INDS INC DEL | 140,000 | 0 | -140,000 | 2,044,000 | 0 | -2,044,000 |
| MYERS INDS INC | 180,000 | 0 | -180,000 | 3,049,200 | 0 | -3,049,200 |
| SELECT WATER SOLUTIONS INC | 900,000 | 500,000 | -400,000 | 9,621,000 | 5,260,000 | -4,361,000 |
| UNITED PARKS & RESORTS INC | 100,000 | 0 | -100,000 | 5,170,000 | 0 | -5,170,000 |
| GOODYEAR TIRE & RUBR CO | 700,000 | 0 | -700,000 | 5,236,000 | 0 | -5,236,000 |
| JAMF HLDG CORP | 1,200,000 | 0 | -1,200,000 | 12,840,000 | 0 | -12,840,000 |
| PROS HOLDINGS INC | 2,000,000 | 0 | -2,000,000 | 45,820,000 | 0 | -45,820,000 |