Emeth Value Capital, LLC

Est. AUM

$66.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DRIVEN BRANDS HLDGS INC	COM	$50.3M	3992673	76.31%	SOLE
2	BURFORD CAPITAL LIMITED	ORD SHS	$6.5M	1445614	9.90%	SOLE
3	SHIFT4 PMTS INC	CL A	$4.7M	107016	7.09%	SOLE
4	VIVID SEATS INC	COM CL A	$4.4M	746539	6.69%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.