13F HOLDINGS REPORT
Emeth Value Capital, LLC
Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0002053013-25-000005
Total Value
$112.4M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DRIVEN BRANDS HLDGS INC | DRVN | 2,421,243 | $42.5M | 37.81% |
| 2 | BROOKFIELD CORP | 11271J107 | 383,132 | $23.7M | 21.07% |
| 3 | BURFORD CAP LTD | BUR | 1,489,718 | $21.2M | 18.89% |
| 4 | VIVID SEATS INC | SEATW | 7,642,042 | $12.9M | 11.49% |
| 5 | ARCOS DORADOS HOLDINGS INC | ARCO | 1,530,340 | $12.1M | 10.74% |