Emeth Value Capital, LLC
- SEC CIK
- 0002053013
- Latest filing
- Aug 11, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 7, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 4
- −1 vs. Q3 2025
- Portfolio value
- $81.0M
- −$22.1M (−21.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DRVNDriven Brands Holdings Inc. | COM | 3,846,166 | $57.0M | 70.3% | +582,255+17.8% | Added | History |
| BURBurford Capital Ltd | ORD SHS | 1,382,882 | $12.3M | 15.2% | +2,255+0.2% | Added | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 1,045,701 | $7.68M | 9.5% | −927,966−47.0% | Reduced | History |
| SEATVivid Seats Inc. | COM CL A | 556,918 | $4.02M | 5.0% | +556,918 | New | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.