Emeth Value Capital, LLC

CIK: 0002053013SEC EDGAR →

Portfolio Value

$81.0M

Holdings

4

As of

Q4 2025

New Positions

4

Closed Positions

0

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	DRVN DRIVEN BRANDS HLDGS INC	3,846,166	$57.0M	70.35%
2	BUR BURFORD CAP LTD	1,382,882	$12.3M	15.22%
3	ARCO ARCOS DORADOS HOLDINGS INC	1,045,701	$7.7M	9.47%
4	SEAT VIVID SEATS INC	556,918	$4.0M	4.96%

Quarterly Changes

Top Buys

$57.0M

BURNEW

$12.3M

$7.7M

$4.0M

Top Sells

No sells this quarter

New Positions (4)

$57.0M · 3.8M shares

$12.3M · 1.4M shares

$7.7M · 1.0M shares

$4.0M · 557K shares

Sector Breakdown

Sector	# Holdings	Value	%
Consumer Cyclical	2	$64.7M	79.8%
Financial Services	1	$12.3M	15.2%
Communication Services	1	$4.0M	5.0%