EVR Research LP

CIK 0001843019 · Q1 2026

13F Equity AUM

$250.0M

+34.9% QoQ

Positions

-3 QoQ

AUM Rank

#6,549

Top 53%

Skill Alpha (FF)

-7.7%/yr^ns

No Clear Edge

Rank #7,823 · Top 95%

vs S&P -7.7%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 52.4%Top 10: 68.6%Top 20: 88.3%

IWM29.8%

WKC8.7%

CPS4.8%

FND4.7%

MEC4.5%

GEF4.3%

NPK3.6%

3TY2.8%

WTTR2.8%

DRVN2.7%

Others (20)31.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services29.8%

Consumer Cyclical23.6%

Industrials14.6%

Energy8.7%

Communication Services5.5%

Consumer Discretionary5.5%

Real Estate4.0%

Utilities2.8%

Other5.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 30Median: 1.97%Avg: 3.33%

0–0.5%

1(0.5%)

0.5–1%

2(1.7%)

1–3%

20(37.5%)

3–5%

5(21.8%)

5%+

2(38.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 30Unique: 0vs 20 funds

0.4%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.8%

VANGUARD CAPITAL MANAGEMENT LLC

0.9%

GEODE CAPITAL MANAGEMENT, LLC

0.8%

STATE STREET CORP

0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

MORGAN STANLEY

0.5%

JPMORGAN CHASE & CO

0.5%

BANK OF AMERICA CORP /DE/

0.5%

FMR LLC

0.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New10Increased9Decreased10Exited13

New Positions

IWM29.8%

+3K

DRVN2.7%

+540K

OMCL2.3%

+173K

CSGP2.1%

+130K

ENOV2.0%

+225K

WY1.9%

+200K

SARO1.7%

+165K

LAD1.5%

+15K

SRI1.5%

+770K

HTLD1.4%

+330K

Increased

NCMI1.4%

+1.0M(+1030%)

ARHS1.4%

+350K(+233%)

WKC8.7%

+200K(+27%)

FND4.7%

+145K(+171%)

TTGT2.0%

+115K(+10%)

AVD0.7%

+101K(+16%)

MBC1.0%

+100K(+50%)

CPS4.8%

+60K(+16%)

MEC4.5%

+15K(+2%)

Decreased

CCO0.5%

-1,865,000(-79%)

4DH2.7%

-530,000(-73%)

SON1.7%

-140,000(-64%)

SCHL1.7%

-100,000(-48%)

CE1.1%

-97,000(-71%)

WTTR2.8%

-50,000(-10%)

3TY2.8%

-40,000(-9%)

GEF4.3%

-15,000(-9%)

GTES1.4%

-10,000(-6%)

NPK3.6%

-10,000(-13%)

Exited

-600,400

-55,000

-100,000

-530,000

-40,000

-300,000

-85,000

-130,000

UNF

-10,000

RCAT

-215,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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