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Size ($ in 1000's)
At 12/31/2023: $447,236
At 09/30/2023: $377,767
EVR Research LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from EVR Research LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the EVR Research LP top holdings by largest position size, as per the latest 13f filing made by EVR Research LP.
In the EVR Research LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by EVR Research LP in that top holding, then the share count change between reporting periods, and finally the EVR Research LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| COUCHBASE ORD |
2,080,000 |
-70,000 |
$46,842 | | BASE | 2,080,000 | -70,000 | $46,842 | | WALKME ORD |
3,093,497 |
+17,497 |
$33,008 | | WKME | 3,093,497 | +17,497 | $33,008 | | ECOVYST ORD |
3,340,000 |
+640,000 |
$32,632 | | ECVT | 3,340,000 | +640,000 | $32,632 | | VERADIGM ORD |
2,370,000 |
+1,080,963 |
$24,861 | | MDRX | 2,370,000 | +1,080,963 | $24,861 | | BLUE BIRD ORD |
900,000 |
+545,000 |
$24,264 | | BLBD | 900,000 | +545,000 | $24,264 | | SMARTSHEET CL A ORD |
500,000 |
-100,000 |
$23,910 | | SMAR | 500,000 | -100,000 | $23,910 | | GARRETT MOTION ORD |
2,330,000 |
+250,000 |
$22,531 | | GTX | 2,330,000 | +250,000 | $22,531 | | ADIENT ORD |
569,000 |
+569,000 |
$20,689 | | ADNT | 569,000 | +569,000 | $20,689 | | LIVERAMP HOLDINGS ORD |
530,000 |
-54,000 |
$20,076 | | RAMP | 530,000 | -54,000 | $20,076 | | DAVE BUSTERS ENTERTAINMENT ORD |
350,000 |
+275,000 |
$18,848 | | PLAY | 350,000 | +275,000 | $18,848 | | RISKIFIED CL A ORD |
3,660,000 |
+641,959 |
$17,129 | | RSKD | 3,660,000 | +641,959 | $17,129 | | SELECT WATER SOLUTIONS CL A ORD |
2,220,000 |
-65,000 |
$16,850 | | WTTR | 2,220,000 | -65,000 | $16,850 | | SHOTSPOTTER ORD |
610,000 |
+18,000 |
$15,579 | | SSTI | 610,000 | +18,000 | $15,579 | | C3 AI CL A ORD |
480,000 |
-305,000 |
$13,781 | | AI | 480,000 | -305,000 | $13,781 | | AVEPOINT CL A ORD |
1,600,000 |
-1,400,000 |
$13,136 | | AVPT | 1,600,000 | -1,400,000 | $13,136 | | VARONIS SYSTEMS ORD |
260,000 |
-120,000 |
$11,773 | | VRNS | 260,000 | -120,000 | $11,773 | | MATTEL ORD |
610,000 |
+395,000 |
$11,517 | | MAT | 610,000 | +395,000 | $11,517 | | SPECTRUM BRANDS HOLDINGS ORD |
115,000 |
-60,000 |
$9,174 | | SPB | 115,000 | -60,000 | $9,174 | | PACTIV EVERGREEN ORD |
641,444 |
-1,118,556 |
$8,794 | | PTVE | 641,444 | -1,118,556 | $8,794 | | BARNES GROUP ORD |
230,000 |
+230,000 |
$7,505 | | B | 230,000 | +230,000 | $7,505 | | STONERIDGE ORD |
362,429 |
-76,858 |
$7,093 | | SRI | 362,429 | -76,858 | $7,093 | | AXALTA COATING SYSTEMS ORD |
200,000 |
+160,000 |
$6,794 | | AXTA | 200,000 | +160,000 | $6,794 | | PHINIA ORD |
207,846 |
-52,154 |
$6,296 | | PHIN | 207,846 | -52,154 | $6,296 | | BROOKDALE SENIOR LIVING ORD |
1,000,000 |
+800,000 |
$5,820 | | BKD | 1,000,000 | +800,000 | $5,820 | | REGAL REXNORD ORD |
35,000 |
+35,000 |
$5,181 | | RRX | 35,000 | +35,000 | $5,181 | | COOPER STANDARD HOLDINGS ORD |
255,000 |
+25,000 |
$4,983 | | CPS | 255,000 | +25,000 | $4,983 | | CANADA GOOSE HOLDINGS SUB VTG ORD |
400,000 |
+140,000 |
$4,740 | | GOOS | 400,000 | +140,000 | $4,740 | | JAMF HOLDING ORD |
261,800 |
+261,800 |
$4,728 | | JAMF | 261,800 | +261,800 | $4,728 | | STAR HOLDINGS ORD |
185,000 |
+15,000 |
$2,771 | | STHO | 185,000 | +15,000 | $2,771 | | ROCKET CO CL A |
181,616 |
+89,000 |
$2,630 | | RKT | 181,616 | +89,000 | $2,630 |  MDRX Mar4 12.5 C |
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$1,691 | | Call | 17,800 | +17,800 | $1,691 | | LOANDEPOT INC |
150,000 |
+150,000 |
$528 | | LDI | 150,000 | +150,000 | $528 | | NEWELL BRANDS ORD |
50,000 |
-350,000 |
$434 | | NWL | 50,000 | -350,000 | $434 | | MDRX Jan4 10.0 C |
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$238 | | Call | 5,000 | +5,000 | $238 | | IWM 1Fb4 195.0 P |
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$-202 | | Put | 800 | +800 | $202 |
See Full List: All Stocks Held By EVR Research LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By EVR Research LP
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