Emeth Value Capital, LLC
- SEC CIK
- 0002053013
- Latest filing
- Aug 11, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 3
- −1 vs. Q1 2026
- Portfolio value
- $28.8M
- −$37.1M (−56.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DRVNDriven Brands Holdings Inc. | COM | 1,027,266 | $14.3M | 49.6% | −2,965,407−74.3% | Reduced | History |
| FOURShift4 Payments, Inc. | CL A | 265,971 | $12.9M | 44.8% | +158,955+148.5% | Added | History |
| SEATVivid Seats Inc. | COM CL A | 244,190 | $1.59M | 5.5% | −502,349−67.3% | Reduced | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.