Investor
Emeth Value Capital, LLC
CIK 0002053013 · filed 2026-05-08 · SEC filing
13F book
$66M
Positions
4
1 new · 1 sold
Largest name
76.3%
Driven Brands Hldgs Inc
Est. mark
−$15.3M
Price effect on 3 names still held. Flow $256K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Driven Brands Hldgs Inc | — | 3.99M | $50.3M | 76.3% | −$8.5M | Added−$6.65M |
| Burford Cap Ltd | — | 1.45M | $6.53M | 9.9% | −$6.08M | Added−$5.8M |
| Shift4 Pmts Inc | — | 107K | $4.68M | 7.1% | — | New |
| Vivid Seats Inc | — | 746.5K | $4.41M | 6.7% | −$724K | Added$396.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.