EVR Research LP

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$249,961
Net value change ($000)
+64,652 (34.9%)
New positions
9
Sold out positions
13
Turnover %
49.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DRVN 6,809 NEW
FND 6,508 125.7%
OMCL 5,775 NEW
CSGP 5,244 NEW
ENOV 5,119 NEW
WY 4,886 NEW
WKC 4,348 25.1%
SARO 4,262 NEW
LAD 3,746 NEW
SRI 3,719 NEW
Top Reduces (Value $000, Stocks/ETFs)
DAN -10,615 -61.2%
AI -8,093 -100.0%
DG -7,302 -100.0%
NGVT -5,918 -100.0%
SON -5,274 -54.9%
TWI -4,150 -100.0%
CCO -4,045 -77.9%
SPSC -3,565 -100.0%
SPT -3,381 -100.0%
CE -3,161 -54.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 74,400 (29.8% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type