Vault-13

Evermore Global Advisors, LLC

Summit, NJ · CIK 1479983 · 13F filing filed 2023-01-18

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$26.3m reported value -38.1% vs Q3 2022
7positions
100.0%in top 10
0 new 0 added 6 reduced 4 sold out vs Q3 2022

Holdings, Q4 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 CALUMET SPECIALTY PRODS PART UT LTD PARTNER CLMT CLMT 801,055 $13.5m51.40% 51.40% ReducedShares held: Q3 2022 1.1m, Q4 2022 801.1k -305.9k -305,923 -27.6%
2 KKR & CO INC COM KKR KKR 86,155 $4.0m15.20% 15.20% UnchangedShares held: Q3 2022 86.2k, Q4 2022 86.2k
3 ENETI INC COM SALT SALT 255,973 $2.6m9.78% 9.78% ReducedShares held: Q3 2022 571.0k, Q4 2022 256.0k -315.0k -314,984 -55.2%
4 ESAB CORPORATION COM ESAB ESAB 48,800 $2.3m8.70% 8.70% ReducedShares held: Q3 2022 59.1k, Q4 2022 48.8k -10.3k -10,333 -17.5%
5 IAC INC COM NEW PPLI PPLI 39,051 $1.7m6.59% 6.59% ReducedShares held: Q3 2022 52.0k, Q4 2022 39.1k -13.0k -12,970 -24.9%
6 ENOVIS CORPORATION COM ENOV ENOV 25,600 $1.4m5.21% 5.21% ReducedShares held: Q3 2022 33.4k, Q4 2022 25.6k -7.8k -7,833 -23.4%
7 FRONTLINE LTD SHS NEW SHS NEW 67,404 $818.3k3.11% 3.11% ReducedShares held: Q3 2022 74.9k, Q4 2022 67.4k -7.5k -7,450 -9.9%

Sold out since Q3 2022

SecurityTickerShares held beforeValue then
ZIM INTEGRATED SHIPPING SERV ZIM ZIM 214,950 $5.1m214.9k shares
EURONAV NV CMBT CMBT 255,090 $3.9m255.1k shares
GENCO SHIPPING & TRADING LTD GNK GNK 237,174 $3.0m237.2k shares
INTERNATIONAL SEAWAYS INC INSW INSW 45,900 $1.6m45.9k shares