Emeth Value Capital, Llc Portfolio Stock Holdings

Emeth Value Capital, Llc disclosed 4 stock positions valued at approximately $66.0 million in its latest SEC 13F filing. The largest holdings include DRIVEN BRANDS HLDGS INC, BURFORD CAPITAL LIMITED, and SHIFT4 PMTS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.

Report Period
March 31, 2026
No. of Stocks
4
Portfolio Value
$66.0M
Holdings by Sector
Emeth Value Capital, Llc Portfolio Holdings in Q1 2026

3 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
DRIVEN BRANDS HLDGS INCDRVNConsumer Cyclical76.31%3,992,673+146,507+3.81%$50,347,607
BURFORD CAPITAL LIMITEDBUROther9.90%1,445,614+62,732+4.54%$6,534,175
SHIFT4 PMTS INCFOURTechnology7.09%107,016+107,016+100.00%$4,679,810