13F HOLDINGS REPORT
Emeth Value Capital, LLC
Quarter ended Q4 2025 · Filed January 7, 2026 · Accession 0002053013-26-000001
Total Value
$81.0M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DRIVEN BRANDS HLDGS INC | DRVN | 3,846,166 | $57.0M | 70.35% |
| 2 | BURFORD CAP LTD | BUR | 1,382,882 | $12.3M | 15.22% |
| 3 | ARCOS DORADOS HOLDINGS INC | ARCO | 1,045,701 | $7.7M | 9.47% |
| 4 | VIVID SEATS INC | SEATW | 556,918 | $4.0M | 4.96% |