Institutional Fund
Emeth Value Capital, LLC
New Orleans, LACIK 20530135 filings on record
Portfolio Value
$65.97M
Q1 2026
Holdings
4
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-18.6%
from $81.03M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Driven Brands Hldgs Inc76.3%
- Burford Cap Ltd9.9%
- Shift4 Pmts Inc7.1%
- Vivid Seats Inc6.7%
Portfolio Holdings
4 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Driven Brands Hldgs Inc | 3.99M | $50.35M | 76.3% | +146.5K | Added |
| 2 | Burford Cap Ltd | 1.45M | $6.53M | 9.9% | +62.7K | Added |
| 3 | Shift4 Pmts Inc | 107.0K | $4.68M | 7.1% | +107.0K | New |
| 4 | Vivid Seats Inc | 746.5K | $4.41M | 6.7% | +189.6K | Added |