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 |
|---|---|---|---|---|
| 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% |
Holdings in FOUR
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,679,809 | 107,016 | Shares | Sole | 2026-05-08 | |
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