North Star Investment Management Corp. EVI — EVI INDS INC COM

Ownership history in North Star Investment Management Corp.  ·  6 quarters on record

AI Ownership Summary

North Star Investment Management Corp. reported EVI INDS INC COM (EVI) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2025 Q4. The latest visible filing shows EVI at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Star Investment Management Corp.'s position in EVI INDS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EVI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EVI stock page North Star Investment Management Corp. fund profile North Star Investment Management Corp. full holdings
How North Star Investment Management Corp. held EVI — position size vs. price
% of Fund (quarterly)    EVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 62,000 — 0% 0.05% $916K 2026-07-28 $15.10
2026 Q1 ADDED — — — 62,000 +11,000 +21.6% 0.08% $1.3M 2026-04-23 $19.99
2025 Q4 ADDED — — — 51,000 +35,000 +218.8% 0.08% $1.3M 2026-01-30 $25.70
2025 Q3 UNCHANGED — — — 16,000 — 0% 0.03% $506K 2025-10-22 $26.57
2025 Q2 UNCHANGED — — — 16,000 — 0% 0.02% $349K 2025-07-15 $24.21
2025 Q1 INITIATED — — — 16,000 — — 0.02% $268K 2025-04-17 $15.80

🏢 Other funds also holding EVI

As of 2026 Q2 — sorted by position size

Conestoga Capital Advisors, LLC 3Y 7Y 0.21% Empire Life Investments Inc. 3Y 7Y 0.13% BHK Investment Advisors, LLC 3Y 7Y 0.08% Hilltop National Bank 0.01% Swedbank AB 0.0% Police & Firemen's Retirement System of New Jersey 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% NEW YORK STATE COMMON RETIREMENT FUND 3Y 7Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About North Star Investment Management Corp. and EVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has North Star Investment Management Corp. reported owning EVI?

North Star Investment Management Corp. reported EVI across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported EVI position in North Star Investment Management Corp.'s portfolio?

The largest reported portfolio weight for EVI was 0.08% in 2025 Q4.

What is the latest reported EVI position on this page?

The most recent filing on this page is 2026 Q2, when North Star Investment Management Corp. reported 62,000 shares, equal to 0.05% of portfolio, with an estimated market value of $916K.

What does the chart on this EVI ownership page compare?

The chart compares North Star Investment Management Corp.'s quarterly EVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did North Star Investment Management Corp. time their EVI position?

Based on 13F filing dates vs. subsequent EVI price moves, North Star Investment Management Corp. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on EVI relative to SPY over the holding period was +1642.7%.

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