EG
Evermore Global Advisors, LLC Historical SEC 13F Holdings & Archive (Q4 2022)
Evermore Global Advisors, LLCCIK: 0001479983
Concentrated strategySector-focusedLong-term holder
Total reported value
$26.3M
Reporting period: 2022-12-31 · Number of holdings: 7
Evermore Global Advisors, LLC disclosed 7 holdings in its latest 13F filing for the period ending 2022-12-31, with total reported value of $26.3M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 14
- Sizing Uniformity
- 88.23
Evermore Global Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.313 — mathematically equivalent to about 3 equally-sized positions, well below its 7 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.18), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 15% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLMTUSD | Calumet Specialty Products | Stock-Other | 51.40% | — | -27.64% | |
| 2 | KKR | Kkr & Co Inc | Stock-Financials | 15.20% | — | — | |
| 3 | ✓ | Stock-Other | 9.78% | — | -55.17% | ||
| 4 | ESAB | Esab CORP | Stock-Industrials | 8.70% | — | -17.47% | |
| 5 | PPLI | People Inc | Stock-Comm Services | 6.59% | — | -24.93% | |
| 6 | ENOV | Enovis CORP | Stock-Other | 5.21% | — | -23.43% | |
| 7 | FRO | Frontline plc | Stock-Other | 3.11% | — | -9.95% |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2022 Q4 | 7 | $26.3M | 0 | ||
| 2022 Q3 | 11 | $42.5M | 0 | ||
| 2022 Q2 | 12 | $57.8M | 0 | ||
| 2022 Q1 | 12 | $81.0M | 0 | ||
| 2021 Q4 | 12 | $92.5M | 0 | ||
| 2021 Q3 | 16 | $113.7M | 0 | ||
| 2021 Q2 | 17 | $114.5M | 100 | ||
| 2021 Q1 | 17 | $141.9M | 82 | ||
| 2020 Q4 | 14 | $92.5M | 51 | ||
| 2020 Q3 | 19 | $110.4M | 91 | ||
| 2020 Q2 | 22 | $203.2M | 99 | ||
| 2020 Q1 | 22 | $245.6M | 74 | ||
| 2019 Q4 | 27 | $447.9M | 47 | ||
| 2019 Q3 | 25 | $414.3M | 44 | ||
| 2019 Q2 | 23 | $530.4M | 100 | ||
| 2019 Q1 | 22 | $635.0M | 100 | ||
| 2018 Q4 | 8 | $331.2M | 76 | ||
| 2018 Q3 | 9 | $433.9M | 71 | ||
| 2018 Q2 | 8 | $489.4M | 100 | ||
| 2018 Q1 | 12 | $684.0M | 57 | ||
| 2017 Q4 | 10 | $389.1M | 48 | ||
| 2017 Q3 | 8 | $383.4M | 83 | ||
| 2017 Q2 | 3 | $171.5M | 100 | ||
| 2017 Q1 | 8 | $367.0M | 41 | ||
| 2016 Q4 | 9 | $387.9M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Evermore Global Advisors, LLC and what type of investor is it?
Evermore Global Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-12-31), the firm manages a tracked equity portfolio valued at approximately $26.3M, spread across 7 disclosed positions.
What are Evermore Global Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Evermore Global Advisors, LLC's top holdings by market value are:
1. Calumet Specialty Products (CLMTUSD) — $13.5M (51.4%)
2. Kkr & Co Inc (KKR) — $4.0M (15.2%)
3. — $2.6M (9.8%)
4. Esab CORP (ESAB) — $2.3M (8.7%)
5. People Inc (PPLI) — $1.7M (6.6%)
What changes did Evermore Global Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Evermore Global Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Evermore Global Advisors, LLC focus on?
Evermore Global Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 100.0%
Investment Profile
Evermore Global Advisors, LLC's portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Financials.
Its concentration score has risen from 65 to 100 over the past 4 quarters — a shift toward higher-conviction positions.
It has added to its FRO position over the past two quarters (+$19.3K, now $818.3K), while trimming CLMTUSD over the same stretch (-$3.9M, still holding $13.5M).
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Developer Access
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