Emeth Value Capital, LLC Portfolio Holdings by Sector

Emeth Value Capital, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Auto & Truck Dealerships \| Consumer Cyclical DRVN 1 stocks	$52.7 Million 59.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BUR 1 stocks	$16.5 Million 18.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical ARCO 1 stocks	$13.3 Million 14.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SEAT 1 stocks	$6.45 Million 7.25% of portfolio	-	1	-	-	0 Calls 0 Puts

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