Emeth Value Capital, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Emeth Value Capital, LLC reported 5 stock positions worth $103.2 million. Its top holding was Driven Brands (DRVN) at 51.1% of the portfolio, followed by Burford Capital (BUR, 16.0%) and Brookfield (BN, 13.7%). Compared with Q2 2025, it added to 2 and reduced 3. The biggest buy was Driven Brands (DRVN, shares +35%) and the biggest sale Brookfield (BN, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- NEW ORLEANS, LA
- CIK
- 0002053013
- Portfolio Value
- $103.2M (Q3 2025)
- SEC Filing
- 0002053013-25-000007 ↗ filed Oct 21, 2025
Holdings Value
Holdings 5 stocks · $103.2M
| DRVN Driven Brands Holdings Inc. | 51.13% | 3,263,911 | $52.7M | Add +34.8% |
| BUR Burford Capital Ltd. | 16.01% | 1,380,627 | $16.5M | Reduce -7.3% |
| BN Brookfield Corp. | 13.69% | 205,859 | $14.1M | Reduce -46.3% |
| ARCO Arcos Dorados Holdings Inc. Class A | 12.92% | 1,973,667 | $13.3M | Add +29.0% |
| VIVID SEATS INC | 6.26% | 388,311 | $6.5M | Reduce -94.9% |
Portfolio Sells Q2 2025 → Q3 2025
| BN Brookfield Corp. | Reduce -46.3% | 13.69% | −7.39 |
| VIVID SEATS INC | Reduce -94.9% | 6.26% | −5.23 |
| BUR Burford Capital Ltd. | Reduce -7.3% | 16.01% | −2.88 |
Portfolio Buys Q2 2025 → Q3 2025
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 |