13F HOLDINGS REPORT
Emeth Value Capital, LLC
Quarter ended Q4 2024 · Filed January 23, 2025 · Accession 0002053013-25-000001
Total Value
$124.0M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DRIVEN BRANDS HLDGS INC | DRVN | 2,568,273 | $41.5M | 33.42% |
| 2 | VIVID SEATS INC | SEATW | 5,021,492 | $23.2M | 18.75% |
| 3 | BROOKFIELD CORP | 11271J107 | 400,373 | $23.0M | 18.55% |
| 4 | BURFORD CAP LTD | BUR | 1,410,162 | $18.0M | 14.50% |
| 5 | ARCOS DORADOS HOLDINGS INC | ARCO | 1,537,050 | $11.2M | 9.02% |
| 6 | DESPEGAR COM CORP | G27358103 | 371,644 | $7.2M | 5.77% |