Emeth Value Capital, LLC
- SEC CIK
- 0002053013
- Latest filing
- Aug 11, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 21, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 5
- 0 vs. Q2 2025
- Portfolio value
- $103.2M
- −$9.30M (−8.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DRVNDriven Brands Holdings Inc. | COM | 3,263,911 | $52.7M | 51.1% | +842,668+34.8% | Added | History |
| BURBurford Capital Ltd | ORD SHS | 1,380,627 | $16.5M | 16.0% | −109,091−7.3% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 205,859 | $14.1M | 13.7% | −177,273−46.3% | Reduced | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 1,973,667 | $13.3M | 12.9% | +443,327+29.0% | Added | History |
| SEATVivid Seats Inc. | COM CL A | 388,311 | $6.45M | 6.3% | +6,209+1.6% | AddedConverted for a 1-for-20 split | History |