Emeth Value Capital, LLC
Net seller this quarter
$28.8M
3
-$42.8M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DRVN | $14.3M | 49.64% | 0.62% | -74.3% | Q4 2024 |
 FOUR | $12.9M | 44.84% | 0.34% | +148.5% | Q1 2026 |
 SEAT | $1.59M | 5.52% | 2.22% | -67.3% | Q4 2024 |
| Q1 2026 | |||||
| DRVN | $50.3M | 76.31% | 2.42% | +3.8% | Q4 2024 |
 BUR | $6.53M | 9.90% | 0.66% | +4.5% | Q4 2024 |
| FOUR | $4.68M | 7.09% | 0.13% | New | Q1 2026 |
| SEAT | $4.41M | 6.69% | 6.93% | +34.1% | Q4 2024 |
| Q4 2025 | |||||
| DRVN | $57M | 70.35% | 2.34% | +17.8% | Q4 2024 |
| BUR | $12.3M | 15.22% | 0.63% | +0.2% | Q4 2024 |
 ARCO | $7.68M | 9.47% | 0.50% | -47.0% | Q4 2024 |
| SEAT | $4.02M | 4.96% | Not reported | +43.4% | Q4 2024 |
| Q3 2025 | |||||
| DRVN | $52.7M | 51.13% | 1.98% | +34.8% | Q4 2024 |
| BUR | $16.5M | 16.01% | 0.63% | -7.3% | Q4 2024 |
 BN | $14.1M | 13.69% | Not reported | -46.3% | Q4 2024 |
| ARCO | $13.3M | 12.92% | 0.94% | +29.0% | Q4 2024 |
| SEAT | $6.45M | 6.26% | Not reported | +1.6% | Q4 2024 |