Emeth Value Capital, LLC

CIK 0002053013 · NEW ORLEANS, LA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗

Emeth Value Capital, LLC reported 3 positions worth $28.8M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: DRVN (49.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$28.8M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

3 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DRVN	DRIVEN BRANDS HLDGS INC	SH	$14.3M	49.64%	1,027,266	—	—
▸ 2	FOUR	SHIFT4 PMTS INC	SH	$12.9M	44.84%	265,971	—	—
▸ 3	SEAT	VIVID SEATS INC	SH	$1.6M	5.52%	244,190	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Emeth Value Capital, LLC hold as of Q2 2026?

Emeth Value Capital, LLC reported 3 positions worth $28.8M in its Q2 2026 13F filing. Largest positions: DRVN (49.6%), FOUR (44.8%) and SEAT (5.5%).

What did Emeth Value Capital, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Emeth Value Capital, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.