Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Emeth Value Capital, LLC (CIK 2053013) reported $66.0M across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DRVN ($50.3M, 76.31%), BUR ($6.5M, 9.90%), FOUR ($4.7M, 7.09%), SEAT ($4.4M, 6.69%), ARCO ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DRVN | DRIVEN BRANDS HLDGS INC | $50.3M | 76.31% | 4.0M | Added |
| 2 | BUR | BURFORD CAPITAL LIMITED | $6.5M | 9.90% | 1.4M | Added |
| 3 | FOUR | SHIFT4 PMTS INC | $4.7M | 7.09% | 107,016 | New |
| 4 | SEAT | VIVID SEATS INC | $4.4M | 6.69% | 746,539 | Added |
| 5 | ARCO | ARCOS DORADOS HOLDINGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31