Emeth Value Capital, LLC SEAT VIVID SEATS INC

Ownership history in Emeth Value Capital, LLC  ·  6 quarters on record

AI Ownership Summary

Emeth Value Capital, LLC reported VIVID SEATS INC (SEAT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 18.75% in 2024 Q4. The latest visible filing shows SEAT at 6.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SEAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Emeth Value Capital, LLC's position in VIVID SEATS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SEAT was reported at 6.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.75% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Emeth Value Capital, LLC held SEAT — position size vs. price
% of Fund (quarterly)    SEAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 746,539 +189,621 +34.0% 6.69% $4.4M 2026-05-08 $9.01
2025 Q4 ADDED 556,918 +168,607 +43.4% 4.96% $4.0M 2026-01-07 $7.12
2025 Q3 REDUCED 94.9% -61.2% 388,311 -7,253,731 -94.9% 6.26% $6.5M 2025-10-21 $12.61
2025 Q2 ADDED 7,642,042 +1,644,188 +27.4% 11.49% $12.9M 2025-07-25 $34.00
2025 Q1 ADDED 5,997,854 +976,362 +19.4% 15.82% $17.8M 2025-04-21 $48.60
2024 Q4 INITIATED 5,021,492 18.75% $23.2M 2025-01-23 $94.40

FAQ About Emeth Value Capital, LLC and SEAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Emeth Value Capital, LLC reported owning SEAT?

Emeth Value Capital, LLC reported SEAT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SEAT position in Emeth Value Capital, LLC's portfolio?

The largest reported portfolio weight for SEAT was 18.75% in 2024 Q4.

What is the latest reported SEAT position on this page?

The most recent filing on this page is 2026 Q1, when Emeth Value Capital, LLC reported 746,539 shares, equal to 6.69% of portfolio, with an estimated market value of $4.4M.

What does the chart on this SEAT ownership page compare?

The chart compares Emeth Value Capital, LLC's quarterly SEAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Emeth Value Capital, LLC time their SEAT position?

Based on 13F filing dates vs. subsequent SEAT price moves, Emeth Value Capital, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on SEAT relative to SPY over the holding period was -86.3%.

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