Fund Holdings — Emeth Value Capital, LLC

Total Portfolio Value
$103.15M
Total Bought
$11.48M
Total Sold
$20.77M
Net Transaction
-$9.30M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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DRIVEN BRANDS HLDGS INC(DRVN)2,421,2433,263,911+842,66842,51752,74551.13%+10,228
ARCOS DORADOS HOLDINGS INC(ARCO)1,530,3401,973,667+443,32712,07413,32212.92%+1,248
BURFORD CAP LTD
ORD SHS
1,489,7181,380,627-109,09121,24316,51216.01%-4,731
VIVID SEATS INC(SEAT)7,642,042388,311-7,253,73112,9156,4546.26%-6,461
BROOKFIELD CORP(BN)383,132205,859-177,27323,69714,11813.69%-9,579
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