Emeth Value Capital, LLC
- SEC CIK
- 0002053013
- Latest filing
- Aug 11, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 8, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 4
- 0 vs. Q4 2025
- Portfolio value
- $66.0M
- −$15.1M (−18.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DRVNDriven Brands Holdings Inc. | COM | 3,992,673 | $50.3M | 76.3% | +146,507+3.8% | Added | History |
| BURBurford Capital Ltd | ORD SHS | 1,445,614 | $6.53M | 9.9% | +62,732+4.5% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 107,016 | $4.68M | 7.1% | +107,016 | New | History |
| SEATVivid Seats Inc. | COM CL A | 746,539 | $4.41M | 6.7% | +189,621+34.0% | Added | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.