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EVR Research LP

Hedge FundLong/Short

EVR Research LP is a Long/Short Hedge Fund based in Richmond, VA led by Benjamin Wolf Joffe, reporting $517.9M in AUM as of Q3 2025 with 37% Technology concentration, 76% concentrated in top 10 holdings, and 27% allocation to PRO.

PresidentBenjamin Wolf Joffe
Portfolio Value
$167.2M
Positions
26
Top Holding
PRO at 27.41%
Last Reported
Q3 2025
Address411 Libbie Avenue, Suite 3, Richmond, VA, 23226, United States

Top Holdings

Largest long holdings in EVR Research LP's portfolio (76.5% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Software - Application
Technology
$45.8M
27.41%
+$4.6M
Bought
4.14%
2.0M shares
Auto - Parts
Consumer Cyclical
$16.0M
9.59%
-$1.8M
Sold
0.61%
800.0K shares
Oil & Gas Refining & Marketing
Energy
$15.6M
9.31%
+$519.0K
Bought
1.08%
600.0K shares
Software - Application
Technology
$12.8M
7.68%
+$5.1M
Bought
0.90%
1.2M shares
Oil & Gas Equipment & Services
Energy
$9.6M
5.76%
+$1.3M
Bought
0.86%
900.0K shares
Auto - Parts
Consumer Cyclical
$6.5M
3.87%
+$6.5M
Bought
0.99%
175.0K shares
Internet Content & Information
Communication Services
$5.9M
3.51%
+$5.9M
New
1.41%
1.0M shares
Auto - Parts
Consumer Cyclical
$5.2M
3.13%
-$2.2M
Sold
0.24%
700.0K shares
Publishing
Communication Services
$5.2M
3.11%
+$1.9M
Bought
0.76%
190.0K shares
Leisure
Consumer Cyclical
$5.2M
3.09%
+$5.2M
New
0.18%
100.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in EVR Research LP's latest filing

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Market Value
$167.2M
Prior: $191.0M
Q/Q Change
-12.46%
-$23.8M
Net Flows % of MV
-24.49%
Turnover Ratio
38.87%
New Purchases
10 stocks
$29.4M
Added To
9 stocks
+$17.8M
Sold Out Of
12 stocks
$63.3M
Reduced Holdings
6 stocks
-$24.8M

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
2
Alight logo
Alight
ALIT
Sold
Sold
4
Ecovyst logo
Sold
Sold

Analytics

Portfolio insights and performance metrics for EVR Research LP

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Sector Allocation

Technology: 37.00%TechnologyConsumer Cyclical: 23.60%Consumer CyclicalEnergy: 16.30%EnergyIndustrials: 9.50%IndustrialsCommunication Services: 9.00%Communication ServicesConsumer Defensive: 3.20%Basic Materials: 1.20%Real Estate: 0.20%
Technology
37.00%
Consumer Cyclical
23.60%
Energy
16.30%
Industrials
9.50%
Communication Services
9.00%
Consumer Defensive
3.20%
Basic Materials
1.20%
Real Estate
0.20%

Market Cap Distribution

Mid Cap ($2B - $10B): 21.65%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 76.99%Small Cap ($300M - $2B)Micro Cap ($50M - $300M): 1.36%
Mid Cap ($2B - $10B)
21.65%
Small Cap ($300M - $2B)
76.99%
Micro Cap ($50M - $300M)
1.36%

Portfolio Concentration

Top 10 Holdings %
76.46%
Top 20 Holdings %
95.88%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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