Emeth Value Capital, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Emeth Value Capital, LLC reported 5 stock positions worth $112.4 million. Its top holding was Driven Brands (DRVN) at 37.8% of the portfolio, followed by Brookfield (BN, 21.1%) and Burford Capital (BUR, 18.9%). Compared with Q1 2025, it added to 3 and reduced 2. The biggest buy was Burford Capital (BUR, shares +1%) and the biggest sale Driven Brands (DRVN, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0002053013
- Portfolio Value
- $112.4M (Q2 2025)
- SEC Filing
- 0002053013-25-000005 ↗ filed Jul 25, 2025
Holdings Value
Holdings 5 stocks · $112.4M
| DRVN Driven Brands Holdings Inc. | 37.81% | 2,421,243 | $42.5M | Reduce -0.9% |
| BN Brookfield Corp. | 21.07% | 383,132 | $23.7M | Reduce -8.4% |
| BUR Burford Capital Ltd. | 18.89% | 1,489,718 | $21.2M | Add +1.2% |
| VIVID SEATS INC | 11.49% | 7,642,042 | $12.9M | Add +27.4% |
| ARCO Arcos Dorados Holdings Inc. Class A | 10.74% | 1,530,340 | $12.1M | Add +10.0% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| BUR Burford Capital Ltd. | Add +1.2% | 18.89% | +1.56 |
| ARCO Arcos Dorados Holdings Inc. Class A | Add +10.0% | 10.74% | +0.74 |
| VIVID SEATS INC | Add +27.4% | 11.49% | −4.33 |
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 |