Investor Details
| Filer Name: | EVR RESEARCH LP |
|---|---|
| CIK: | 1843019 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 38 |
| Portfolio Value: | $0.30B |
Evr Research Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BASE | US | COUCHBASE INC | 2,590,000 | $40M | 13.52% | 2.0% | - |
| WKC | US | WORLD KINECT CORP | 710,000 | $20M | 6.54% | 163.0% | - |
| JAMF | US | JAMF HOLDING CORP | 1,310,000 | $18M | 6.16% | -29.2% | - |
| KMX | US | CARMAX INC | 200,000 | $16M | 5.48% | 25.0% | - |
| BLBD | US | BLUE BIRD CORP | 410,000 | $16M | 5.30% | 173.3% | - |
| ALIT | US | ALIGHT INC - CLASS A | 2,280,000 | $16M | 5.28% | 16.9% | - |
| GPN | US | GLOBAL PAYMENTS INC | 120,000 | $13M | 4.50% | -36.8% | - |
| OEC | US | ORION SA | 800,000 | $13M | 4.23% | 100.0% | - |
| LPRO | US | OPEN LENDING CORP | 2,030,000 | $12M | 4.06% | 6.8% | - |
| VSCO | US | VICTORIA'S SECRET & CO | 280,000 | $12M | 3.88% | 100.0% | - |
| NGVT | US | INGEVITY CORP | 280,000 | $11M | 3.82% | -32.5% | - |
| NWL | US | NEWELL BRANDS INC | 1,100,000 | $11M | 3.67% | -25.2% | - |
| SMAR | US | SMARTSHEET INC-CLASS A | 193,982 | $11M | 3.64% | -75.8% | - |
| GTES | US | GATES INDUSTRIAL CORP PLC | 480,000 | $10M | 3.31% | -47.8% | - |
| AI | US | C3.AI INC-A | 257,900 | $9M | 2.97% | -33.4% | - |
| ECVT | US | ECOVYST INC | 1,000,000 | $8M | 2.56% | -49.2% | - |
| RUN | US | SUNRUN INC | 800,000 | $7M | 2.48% | 100.0% | - |
| OUST | US | OUSTER INC | 437,200 | $5M | 1.79% | 100.0% | - |
| IONQ | US | IONQ INC | 110,000 | $5M | 1.54% | 100.0% | - |
| SSTI | US | SOUNDTHINKING INC | 340,000 | $4M | 1.49% | -39.2% | - |