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	$41.5 Million 41.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SEAT 1 stocks	$23.2 Million 23.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BUR 1 stocks	$18 Million 17.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical ARCO 1 stocks	$11.2 Million 11.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical DESP 1 stocks	$7.15 Million 7.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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