Emeth Value Capital, LLC
- SEC CIK
- 0002053013
- Latest filing
- Aug 11, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 25, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 5
- 0 vs. Q1 2025
- Portfolio value
- $112.4M
- +$207.9K (+0.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DRVNDriven Brands Holdings Inc. | COM | 2,421,243 | $42.5M | 37.8% | −22,527−0.9% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 383,132 | $23.7M | 21.1% | −35,304−8.4% | Reduced | History |
| BURBurford Capital Ltd | ORD SHS | 1,489,718 | $21.2M | 18.9% | +17,182+1.2% | Added | History |
| SEATVivid Seats Inc. | COM CL A | 7,642,042 | $12.9M | 11.5% | +1,644,188+27.4% | Added | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 1,530,340 | $12.1M | 10.7% | +138,735+10.0% | Added | History |