Emeth Value Capital, LLC 13F Holdings · Q2 2026
Emeth Value Capital, LLC reported 3 securities worth $28.85M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DRVN (49.64%), FOUR (44.84%), SEAT (5.52%). Among its top 25 positions this quarter: 1 added, 2 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DRVN | DRIVEN BRANDS HLDGS INC | $14.3M | 49.64% | 1.0M | Trimmed |
| 2 | FOUR | SHIFT4 PMTS INC | $12.9M | 44.84% | 265,971 | Added |
| 3 | SEAT | VIVID SEATS INC | $1.6M | 5.52% | 244,190 | Trimmed |
| 4 | BUR | BURFORD CAPITAL LIMITED | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR