Portfolio (Quarterly) Guide ↗

EVR Research LP

· CIK 0001843019

13F Portfolio $185M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 33 New

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	SPT	SPROUT SOCIAL INC	Technology	300,000.0	$3.4M	1.82%	NEW	—	$11.27	-39.3%
22	VRNS	VARONIS SYS INC	Technology	85,000.0	$2.8M	1.50%	NEW	—	$32.80	-5.3%
23	SENEA	SENECA FOODS CORP NEW	Consumer Defensive	23,000.0	$2.5M	1.37%	NEW	—	$110.63	+30.5%
24	AVD	AMERICAN VANGUARD CORP	Basic Materials	618,657.0	$2.4M	1.27%	NEW	—	$3.82	-30.6%
25	MBC	MASTERBRAND INC	Consumer Cyclical	200,000.0	$2.2M	1.19%	NEW	—	$11.04	-25.2%
26	NX	QUANEX BLDG PRODS CORP	Industrials	130,000.0	$2.0M	1.08%	NEW	—	$15.38	+19.1%
27	UNF	UNIFIRST CORP MASS	Industrials	10,000.0	$1.9M	1.04%	NEW	—	$192.90	+36.8%
28	RCAT	RED CAT HLDGS INC	Technology	215,000.0	$1.7M	0.92%	NEW	—	$7.93	+23.2%
29	ARHS	ARHAUS INC	Consumer Cyclical	150,000.0	$1.7M	0.91%	NEW	—	$11.21	-42.6%
30	NWL	NEWELL BRANDS INC	Consumer Defensive	400,000.0	$1.5M	0.80%	NEW	—	$3.72	-3.2%
31	CTRN	CITI TRENDS INC	Consumer Cyclical	30,000.0	$1.2M	0.67%	NEW	—	$41.56	+5.1%
32	—	NATIONAL CINEMEDIA INC	—	100,000.0	$389K	0.21%	NEW	—	$3.89	—
33	RDW	REDWIRE CORPORATION	Industrials	26,667.0	$203K	0.11%	NEW	—	$7.60	+190.0%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Consumer Cyclical 33.2%

Industrials 20.7%

Technology 10.6%

Communication Services 9.6%

Energy 9.4%

Basic Materials 7.6%

Consumer Defensive 6.1%

Utilities 2.8%