Emeth Value Capital, LLC 13F Holdings
CIK 0002053013 · NEW ORLEANS, LA
As of Sep 30, 2025, Emeth Value Capital, LLC reported 5 positions worth
CIK 0002053013 · NEW ORLEANS, LA
As of Sep 30, 2025, Emeth Value Capital, LLC reported 5 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DRIVEN BRANDS HOLDINGS INC | DRVN | Consumer Cyclical | 3,263,911 | $52.7M | 51.13% |
| BURFORD CAPITAL LTD | BUR | Financial Services | 1,380,627 | 6.5M | 16.01% |
| BROOKFIELD CORP | BN | Financial Services | 205,859 | 4.1M | 13.69% |
| ARCOS DORADOS HOLDINGS INC | ARCO | Consumer Cyclical | 1,973,667 | 3.3M | 12.92% |
| VIVID SEATS INC | SEAT | Communication Services | 388,311 | $6.5M | 6.26% |