Emeth Value Capital, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SHIFT4 PMTS INC(FOUR) | 0 | 107,016 | +107,016 | 0 | 4,679,810 | 7.09% | +4,679,810 |
| VIVID SEATS INC | 556,918 | 746,539 | +189,621 | 4,015,379 | 4,412,045 | 6.69% | +396,666 |
| BURFORD CAPITAL LIMITED | 1,382,882 | 1,445,614 | +62,732 | 12,335,307 | 6,534,175 | 9.90% | -5,801,132 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 3,846,166 | 3,992,673 | +146,507 | 57,000,180 | 50,347,607 | 76.31% | -6,652,573 |
| ARCOS DORADOS HOLDINGS INC(ARCO) | 1,045,701 | 0 | -1,045,701 | 7,675,445 | 0 | — | -7,675,445 |