Emeth Value Capital, LLC 13F holdings
Emeth Value Capital, LLC reported 3 positions with a total reported value of $28.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-11. Top holdings by reported value: DRVN DRIVEN BRANDS HLDGS INC (49.6%), SHIFT4 PMTS INC (44.8%), SEAT VIVID SEATS INC (5.5%). Against 2026-03-31 it opened 0 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
3 largest of 3 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| DRVN DRIVEN BRANDS HLDGS INC | 1,027,266 | $14.3M | 49.6% |
| SHIFT4 PMTS INC | 265,971 | $12.9M | 44.8% |
| SEAT VIVID SEATS INC | 244,190 | $1.6M | 5.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| BUR BURFORD CAPITAL LIMITED | 1,445,614 | $6.5M | 9.9% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SHIFT4 PMTS INC | 107,016 | 265,971 | +148.5% | $12.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| DRVN DRIVEN BRANDS HLDGS INC | 3,992,673 | 1,027,266 | -74.3% | $14.3M |
| SEAT VIVID SEATS INC | 746,539 | 244,190 | -67.3% | $1.6M |
CIK 2053013 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
