Emeth Value Capital, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 11, 2026, Emeth Value Capital, Llc disclosed 2 stock positions valued at approximately $28.85M as of quarter-end June 30, 2026. The largest holdings include DRIVEN BRANDS HLDGS INC and SHIFT4 PMTS INC.

Report Period: June 30, 2026
No. of Stocks: 2
Portfolio Value: $28.85M

Holdings by Sector

Emeth Value Capital, Llc Portfolio Holdings in Q2 2026

Company	Symbol	Sector	Portfolio %	Shares	Change (Shares)	Change %	Value
DRIVEN BRANDS HLDGS INC	DRVN	Consumer Cyclical	49.64%	1,027,266	-2,965,407	-74.27%	$14,320,088
SHIFT4 PMTS INC	FOUR	Technology	44.84%	265,971	+158,955	+148.53%	$12,936,829

Showing 2 of 2 holdings in the latest reporting period.