Emeth Value Capital, LLC — Q1 2026 13F-HR

← Emeth Value Capital, LLC

Q1 2026 · 13F-HR

Emeth Value Capital, LLCholdings as filed

Filed 2026-05-08 · accession 0002053013-26-000003

$66.0M

Reported value

Positions

2026-03-31

Period end

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The Brief · Emeth Value Capital, LLC · Q1 2026

AI · grounded in 13F

Emeth Value Capital, LLC closed its position in ARCO, reducing its exposure by $7.67M. The fund established a new position in FOUR worth $4.68M. Additionally, the fund increased its holdings in SEAT by 34.05% and BUR by 4.54%.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
26210V102	DRVN	DRIVEN BRANDS HLDGS INC	$50.3M	76.3%	3,992,673	Common	NONE
G17977110	BUR	BURFORD CAPITAL LIMITED	$6.5M	9.90%	1,445,614	Common	NONE
82452J109	FOUR	SHIFT4 PMTS INC	$4.7M	7.09%	107,016	Common	NONE
92854T209	SEAT	VIVID SEATS INC	$4.4M	6.69%	746,539	Common	NONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.