本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Emeth Value Capital, LLC (CIK 2053013) reported $28.8M across 3 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DRVN ($14.3M, 49.64%), FOUR ($12.9M, 44.84%), SEAT ($1.6M, 5.52%), BUR ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DRVN | DRIVEN BRANDS HLDGS INC | $14.3M | 49.64% | 1.0M | Trimmed |
| 2 | FOUR | SHIFT4 PMTS INC | $12.9M | 44.84% | 265,971 | Added |
| 3 | SEAT | VIVID SEATS INC | $1.6M | 5.52% | 244,190 | Trimmed |
| 4 | BUR | BURFORD CAPITAL LIMITED | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30