Portfolio (Quarterly) Guide ↗

Emeth Value Capital, LLC

· CIK 0002053013

13F Portfolio $66M AUM 4 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 3 Added 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ARCO	ARCOS DORADOS HOLDINGS INC	Consumer Cyclical	1,045,701	$7.7M	9.47%	SOLD

Sector Allocation

Consumer Cyclical 76.3%

Financial Services 9.9%

Technology 7.1%

Communication Services 6.7%