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Emeth Value Capital, LLC

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13F filer, CIK 2053013, NEW ORLEANS, LA

Emeth Value Capital, LLC reported $65,973,637 across 4 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002053013-26-000003

Period
2026-03-31
Reported value
$66M
Holdings
4
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FOURnew+107,016$4.68M
DRVNadded+146,507$1.85M
SEATadded+189,621$1.12M
BURadded+62,732$284K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ARCOexited-1,045,701-$7.68M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002053013-26-000003, largest first. % of portfolio is the value over $65,973,637, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,568,273 shares; 2025Q1: 2,443,770 shares; 2025Q2: 2,421,243 shares; 2025Q3: 3,263,911 shares; 2025Q4: 3,846,166 shares; 2026Q1: 3,992,673 shares 3,992,673$50.3M76.31%+146,507Timeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,410,162 shares; 2025Q1: 1,472,536 shares; 2025Q2: 1,489,718 shares; 2025Q3: 1,380,627 shares; 2025Q4: 1,382,882 shares; 2026Q1: 1,445,614 shares 1,445,614$6.53M9.9%+62,732Timeline
FOURSHIFT4 PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,016 shares 107,016$4.68M7.09%newTimeline
SEATVIVID SEATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556,918 shares; 2026Q1: 746,539 shares 746,539$4.41M6.69%+189,621Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ARCOARCOS DORADOS HLDGS INC1,045,701$7.68Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002053013-26-000003 base2026-05-08acceptance time not in the bulk data set