Ownership history in EVR Research LP Β· 12 quarters on record
This page tracks every 13F SEC filing in which EVR Research LP reported a position in SELECT ENERGY SVCS INC (WTTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EVR Research LP outperformed the S&P 500 by +0.3% annually on this WTTR position. Timing score: 30% (3/10 decisions correct). Average cost basis: $7.05. Maximum drawdown during holding period: β20.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $6.42 (2023 Q1) Β· Worst: $10.56 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 7 trims. Bought during 2 of 5 down-price quarters. π Predominantly trimming β distribution phase.
π EVR Research LP has been actively increasing its WTTR allocation β a bullish signal from insiders.
Currently 2.84% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size