Emeth Value Capital, LLC

NEW ORLEANS, LA · CIK 2053013 · 13F filing filed 2026-08-11

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$57.4m
Staff1 · 1 in investment roles
Main clients (by assets)High net worth individuals 59%, Private funds 35%, Individuals 5%
Form ADV · 2026-08-26SEC adviser record

$28.8m reported value -56.3% vs Q1 2026

3positions

100.0%in top 10

0 new 1 added 2 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DRIVEN BRANDS HLDGS INC COM DRVN	DRVN	1,027,266	$14.3m49.64%	49.64%	Reduced -3.0m	-2,965,407 -74.3%
2	SHIFT4 PMTS INC CL A FOUR	FOUR	265,971	$12.9m44.84%	44.84%	Added +159.0k	+158,955 148.5%
3	VIVID SEATS INC COM CL A SEAT	SEAT	244,190	$1.6m5.52%	5.52%	Reduced -502.3k	-502,349 -67.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BURFORD CAP LTD BUR	BUR	1,445,614	$6.5m1.4m shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
VIVID SEATS INC 13G · filed 2026-02-04		5.1%	-0.8 pts	13G	2026-02-04