Emeth Value Capital, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Emeth Value Capital, LLC reported 6 stock positions worth $124.0 million. Its top holding was Driven Brands (DRVN) at 33.4% of the portfolio, followed by Vivid Seats (18.7%) and Brookfield (BN, 18.5%).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0002053013
- Portfolio Value
- $124.0M (Q4 2024)
- SEC Filing
- 0002053013-25-000001 ↗ filed Jan 23, 2025
Holdings Value
Holdings 6 stocks · $124.0M
| DRVN Driven Brands Holdings Inc. | 33.42% | 2,568,273 | $41.5M | — |
| VIVID SEATS INC | 18.75% | 5,021,492 | $23.2M | — |
| BN Brookfield Corp. | 18.55% | 400,373 | $23.0M | — |
| BUR Burford Capital Ltd. | 14.50% | 1,410,162 | $18.0M | — |
| ARCO Arcos Dorados Holdings Inc. Class A | 9.02% | 1,537,050 | $11.2M | — |
| DESP Despegar.com Corp. | 5.77% | 371,644 | $7.2M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $28.8M | DRVN, FOUR, SEAT |
| Q1 2026 | 4 | $66.0M | DRVN, BUR, FOUR, SEAT |
| Q4 2025 | 4 | $81.0M | DRVN, BUR, ARCO, SEAT |
| Q3 2025 | 5 | $103.2M | DRVN, BUR, BN, ARCO, VIVID SEATS INC |
| Q2 2025 | 5 | $112.4M | DRVN, BN, BUR, VIVID SEATS INC, ARCO |
| Q1 2025 | 5 | $112.2M | DRVN, BN, BUR, VIVID SEATS INC, ARCO |
| Q4 2024 | 6 | $124.0M | DRVN, VIVID SEATS INC, BN, BUR, ARCO |