Emeth Value Capital, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Emeth Value Capital, LLC reported 5 stock positions worth $112.2 million. Its top holding was Driven Brands (DRVN) at 37.3% of the portfolio, followed by Brookfield (BN, 19.5%) and Burford Capital (BUR, 17.3%). Compared with Q4 2024, it sold out of 1, added to 3 and reduced 2. The biggest buy was Burford Capital (BUR, shares +4%) and the biggest sale an exit from Despegar.com (DESP).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0002053013
- Portfolio Value
- $112.2M (Q1 2025)
- SEC Filing
- 0002053013-25-000003 ↗ filed Apr 21, 2025
Holdings Value
Holdings 5 stocks · $112.2M
| DRVN Driven Brands Holdings Inc. | 37.32% | 2,443,770 | $41.9M | Reduce -4.8% |
| BN Brookfield Corp. | 19.54% | 418,436 | $21.9M | Add +4.5% |
| BUR Burford Capital Ltd. | 17.33% | 1,472,536 | $19.5M | Add +4.4% |
| VIVID SEATS INC | 15.82% | 5,997,854 | $17.8M | Add +19.4% |
| ARCO Arcos Dorados Holdings Inc. Class A | 9.99% | 1,391,605 | $11.2M | Reduce -9.5% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| BUR Burford Capital Ltd. | Add +4.4% | 17.33% | +2.83 |
| BN Brookfield Corp. | Add +4.5% | 19.54% | +0.99 |
| VIVID SEATS INC | Add +19.4% | 15.82% | −2.93 |
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 |