Evermore Global Advisors, LLC
CIK
1479983
Location
Summit, NJ
Portfolio Value
Micro
$9,081,489
Diversification
Highly concentrated
Filing Date
Global Rank
#6,540
/ 6,948
▼ 698
· as of Dec 2022
Top Industry
Asset Management
44.0%
3Y Alpha vs SPY
-11.2%
Period ended 3 years ago
Filed Jan 18, 2023 · 3y
12 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+32.9%
SPY
+76.5%
Annualised alpha
-10.9%
Max drawdown
−39.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Dec 31, 2022 · Δ vs Sep 30, 2022Top Position
44.0%
+22.2 pts
Top 5
100.0%
+22.1 pts
Top 10
100.0%
0.0 pts
HHI
3,048
Highly concentrated+1,593
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 44.0% | $3,999,315 |
| Industrials | 25.2% | $2,289,696 |
| Communication Services | 15.7% | $1,422,366 |
| Healthcare | 15.1% | $1,370,112 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
4 positions
4 positions ·
$9,081,489 total
· as of Dec 31, 2022
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KKR |
KKR & Co. Inc.
Financial Services
|
Held | 86,155 | $3,999,315 | 44.04% | |
| ESAB |
ESAB Corp
Industrials
|
Reduced | 48,800 | $2,289,696 | 25.21% | |
| PPLI |
People Inc
Communication Services
|
Reduced | 39,051 | $1,422,366 | 15.66% | |
| ENOV |
Enovis CORP
Healthcare
|
Reduced | 25,600 | $1,370,112 | 15.09% |