13F HOLDINGS REPORT
Emeth Value Capital, LLC
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0002053013-25-000007
Total Value
$103.2M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DRIVEN BRANDS HLDGS INC | DRVN | 3,263,911 | $52.7M | 51.13% |
| 2 | BURFORD CAP LTD | BUR | 1,380,627 | $16.5M | 16.01% |
| 3 | BROOKFIELD CORP | 11271J107 | 205,859 | $14.1M | 13.69% |
| 4 | ARCOS DORADOS HOLDINGS INC | ARCO | 1,973,667 | $13.3M | 12.92% |
| 5 | VIVID SEATS INC | SEATW | 388,311 | $6.5M | 6.26% |