Investor
Emeth Value Capital, LLC
CIK 0002053013 · filed 2026-01-07 · SEC filing
13F book
$81M
Positions
4
Largest name
70.3%
Driven Brands Hldgs Inc
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Driven Brands Hldgs Inc | — | 3.85M | $57M | 70.3% | — | Held |
| Burford Cap Ltd | — | 1.38M | $12.3M | 15.2% | — | Held |
| Arcos Dorados Holdings Inc. | ARCO | 1.05M | $7.68M | 9.5% | — | Held |
| Vivid Seats Inc | — | 556.9K | $4.02M | 5.0% | — | Held |
Positions as of Q4 2025. 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.