Emeth Value Capital, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Emeth Value Capital, LLC reported 4 stock positions worth $66.0 million. Its top holding was Driven Brands (DRVN) at 76.3% of the portfolio, followed by Burford Capital (BUR, 9.9%) and SHIFT4 Payments Class A (FOUR, 7.1%). Compared with Q4 2025, it opened 1 new position, sold out of 1 and added to 3. The biggest buy was a new position in SHIFT4 Payments Class A (FOUR) and the biggest sale an exit from Arcos Dorados Class A (ARCO).

Most Recent 13F
Q2 2026
Location
NEW ORLEANS, LA
CIK
0002053013
Portfolio Value
$66.0M (Q1 2026)
SEC Filing
0002053013-26-000003 ↗ filed May 8, 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 $66.0M Q1 2026 Q2 2026: $28.8M Q2 2026

Holdings 4 stocks · $66.0M
DRVN Driven Brands Holdings Inc. 76.31% 3,992,673 $50.3M Add +3.8%
BUR Burford Capital Ltd. 9.90% 1,445,614 $6.5M Add +4.5%
FOUR SHIFT4 Payments Inc. Class A 7.09% 107,016 $4.7M New
SEAT Vivid Seats Inc. Class A 6.69% 746,539 $4.4M Add +34.0%

Portfolio Sells Q4 2025 → Q1 2026
ARCO Arcos Dorados Holdings Inc. Class A Sold out 0.00% −9.47

Portfolio Buys Q4 2025 → Q1 2026
FOUR SHIFT4 Payments Inc. Class A New 7.09% +7.09
DRVN Driven Brands Holdings Inc. Add +3.8% 76.31% +5.97
SEAT Vivid Seats Inc. Class A Add +34.0% 6.69% +1.73
BUR Burford Capital Ltd. Add +4.5% 9.90% −5.32

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