Emeth Value Capital, LLC Portfolio Holdings by Sector
Emeth Value Capital, LLC
- $112 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Auto & Truck Dealerships | Consumer Cyclical
DRVN 1 stocks |
$42.5 Million
47.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BUR 1 stocks |
$21.2 Million
23.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
SEAT 1 stocks |
$12.9 Million
14.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
ARCO 1 stocks |
$12.1 Million
13.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|