Emeth Value Capital, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Emeth Value Capital, LLC reported 3 stock positions worth $28.8 million. Its top holding was Driven Brands (DRVN) at 49.6% of the portfolio, followed by SHIFT4 Payments Class A (FOUR, 44.8%) and Vivid Seats Class A (SEAT, 5.5%). Compared with Q1 2026, it sold out of 1, added to 1 and reduced 2. The biggest buy was SHIFT4 Payments Class A (FOUR, shares +149%) and the biggest sale Driven Brands (DRVN, shares −74%).

Most Recent 13F
Q2 2026
Location
NEW ORLEANS, LA
CIK
0002053013
Portfolio Value
$28.8M (Q2 2026)
SEC Filing
0002053013-26-000005 ↗ filed Aug 11, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $124.0M Q4 2024 Q1 2025: $112.2M Q1 2025 Q2 2025: $112.4M Q2 2025 Q3 2025: $103.2M Q3 2025 Q4 2025: $81.0M Q4 2025 Q1 2026: $66.0M Q1 2026 Q2 2026: $28.8M $28.8M Q2 2026

Holdings 3 stocks · $28.8M
DRVN Driven Brands Holdings Inc. 49.64% 1,027,266 $14.3M Reduce -74.3%
FOUR SHIFT4 Payments Inc. Class A 44.84% 265,971 $12.9M Add +148.5%
SEAT Vivid Seats Inc. Class A 5.52% 244,190 $1.6M Reduce -67.3%

Portfolio Sells Q1 2026 → Q2 2026
DRVN Driven Brands Holdings Inc. Reduce -74.3% 49.64% −26.68
BUR Burford Capital Ltd. Sold out 0.00% −9.90
SEAT Vivid Seats Inc. Class A Reduce -67.3% 5.52% −1.17

Portfolio Buys Q1 2026 → Q2 2026
FOUR SHIFT4 Payments Inc. Class A Add +148.5% 44.84% +37.75

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$28.8MDRVN, FOUR, SEAT
Q1 2026 4$66.0MDRVN, BUR, FOUR, SEAT
Q4 2025 4$81.0MDRVN, BUR, ARCO, SEAT
Q3 2025 5$103.2MDRVN, BUR, BN, ARCO, VIVID SEATS INC
Q2 2025 5$112.4MDRVN, BN, BUR, VIVID SEATS INC, ARCO
Q1 2025 5$112.2MDRVN, BN, BUR, VIVID SEATS INC, ARCO
Q4 2024 6$124.0MDRVN, VIVID SEATS INC, BN, BUR, ARCO