Institutions / Emeth Value Capital, LLC
Emeth Value Capital, LLC
CIK 2053013 · Institution · as of Dec 31, 2025
Portfolio value
$81.03M
Positions
4
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Driven Brands Holdings Inc.DRVN | $57.00M | 70.3% |
| Burford Cap Ltd | $12.34M | 15.2% |
| Arcos Dorados Holdings Inc | $7.68M | 9.5% |
| Vivid Seats Inc.SEAT | $4.02M | 5.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.