Artemis Investment Management LLP

Q4 2024 13F-HR Holdings

Location
Edinburgh, X0
Holdings as of
12/31/2024
Date filed
1/16/2025
Form type
13F-HR
Num holdings
202
Total value ($000)
$7,022,898
Net value change ($000)
+457,460 (7.0%)
New positions
34
Sold out positions
28
Turnover %
14.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2024 Next filing: 4/24/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WFC 81,364 535.2%
ABBV 72,945 559.8%
HRI 71,211 NEW
IP 68,787 172.3%
GS 52,093 80.3%
SAIA 50,681 80.3%
AMZN 48,405 23.3%
KKR 47,648 NEW
COF 46,915 NEW
VMC 43,446 72.4%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -99,720 -64.4%
NEM -99,106 -100.0%
ELV -90,345 -91.3%
LIN -76,246 -88.1%
KGC -66,504 -82.9%
MSFT -58,501 -18.0%
VST -44,246 -45.1%
CLH -38,653 -42.1%
CEG -35,668 -35.5%
APG -35,562 -75.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,375 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type