Emeth Value Capital, LLC
Top Portfolio Positions
4 positions ·
$65,973,635 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DRVN |
Driven Brands Holdings Inc.
Consumer Cyclical
|
3,992,673 | $50,347,606 | 76.31% | |
| BUR |
Burford Capital Ltd
Financial Services
|
1,445,614 | $6,534,175 | 9.90% | |
| FOUR |
Shift4 Payments, Inc.
Technology
|
107,016 | $4,679,809 | 7.09% | |
| SEAT |
Vivid Seats Inc.
Communication Services
|
746,539 | $4,412,045 | 6.69% |
Portfolio Trend
6 quarters · across all stocks
Holdings in DRVN
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,347,606 | 3,992,673 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $57,000,180 | 3,846,166 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $52,581,606 | 3,263,911 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $42,517,027 | 2,421,243 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $41,886,217 | 2,443,770 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $41,451,926 | 2,568,273 | Shares | Sole | 2025-01-23 | |
| No 13F history on record for this holder in this stock. | ||||||