Emeth Value Capital, LLC: DRVN position timeline

Emeth Value Capital, LLC held 1,027,266 DRVN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,027,266 shares

   Change vs previous 13F -2,965,407 shares

   49.64% of the 13F portfolio, value $14,320,088.

   13F-HR 0002053013-26-000005 filed by Emeth Value Capital, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,992,673 shares

   Change vs previous 13F +146,507 shares

   76.31% of the 13F portfolio, value $50,347,607.

   13F-HR 0002053013-26-000003 filed by Emeth Value Capital, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,846,166 shares

   Change vs previous 13F +582,255 shares

   70.35% of the 13F portfolio, value $57,000,180.

   13F-HR 0002053013-26-000001 filed by Emeth Value Capital, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,263,911 shares

   Change vs previous 13F +842,668 shares

   51.13% of the 13F portfolio, value $52,744,802.

   13F-HR 0002053013-25-000007 filed by Emeth Value Capital, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,421,243 shares

   Change vs previous 13F -22,527 shares

   37.81% of the 13F portfolio, value $42,517,027.

   13F-HR 0002053013-25-000005 filed by Emeth Value Capital, LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 2,443,770 shares

   Change vs previous 13F -124,503 shares

   37.32% of the 13F portfolio, value $41,886,218.

   13F-HR 0002053013-25-000003 filed by Emeth Value Capital, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 2,568,273 shares

   Change vs previous 13F not available

   33.42% of the 13F portfolio, value $41,451,926.

   13F-HR 0002053013-25-000001 filed by Emeth Value Capital, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).