Arbiter Partners Capital Management LLC 13F holdings
Arbiter Partners Capital Management LLC reported 41 positions with a total reported value of $548.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-09-15. Top holdings by reported value: GRAL GRAIL INC (38.7%), GEF GREIF INC-CL B (9.9%), COREBRIDGE FINANCIAL INC (6.2%), SNDA SONIDA SENIOR LIVING INC (4.0%), OPY OPPENHEIMER HOLDINGS-CL A (3.8%). Against 2026-03-31 it opened 5 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 41 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GRAL GRAIL INC | 3,102,891 | $211.8M | 38.7% |
| GEF GREIF INC-CL B | 581,313 | $54.4M | 9.9% |
| COREBRIDGE FINANCIAL INC | 1,191,465 | $34.1M | 6.2% |
| SNDA SONIDA SENIOR LIVING INC | 545,179 | $22.2M | 4.0% |
| OPY OPPENHEIMER HOLDINGS-CL A | 199,797 | $21.1M | 3.8% |
| SPNT SIRIUSPOINT LTD | 727,596 | $17.5M | 3.2% |
| CBL & ASSOCIATES PROPERTIES | 327,732 | $17.4M | 3.2% |
| NAVI NAVIENT CORP | 1,987,644 | $16.9M | 3.1% |
| OSISKO DEVELOPMENT CORP | 6,487,488 | $16.0M | 2.9% |
| GENWORTH FINANCIAL INC | 1,620,372 | $15.3M | 2.8% |
| SHG SHINHAN FINANCIAL GROUP-ADR | 201,507 | $12.7M | 2.3% |
| LILA LIBERTY LATIN AMERIC-CL A | 1,390,587 | $10.9M | 2.0% |
| RNA ATRIUM THERAPEUTICS INC | 783,864 | $10.5M | 1.9% |
| STXS STEREOTAXIS INC | 5,767,712 | $9.9M | 1.8% |
| ELEMENTAL ROYALTY CORP | 504,951 | $8.8M | 1.6% |
| VET VERMILION ENERGY INC | 800,214 | $7.5M | 1.4% |
| MGIC INVESTMENT CORP | 261,000 | $7.4M | 1.3% |
| ARVN ARVINAS INC | 883,782 | $7.3M | 1.3% |
| TBN TAMBORAN RESOURCES CORP | 201,636 | $6.6M | 1.2% |
| SBMT SILVER BOW MINING CORP | 958,010 | $6.5M | 1.2% |
| TFPM TRIPLE FLAG PRECIOUS MET | 175,428 | $5.3M | 1.0% |
| NMM NAVIOS MARITIME PARTNERS LP | 74,400 | $5.2M | 1.0% |
| CWBC COMMUNITY WEST BANCSHARES | 156,192 | $4.2M | 0.8% |
| NODK NI HOLDINGS INC | 187,776 | $2.9M | 0.5% |
| WEATHERFORD INTERNATIONAL PL | 30,000 | $2.4M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GRAL GRAIL INC | 1,034,597 | 3,102,891 | +199.9% | $211.8M |
| GEF GREIF INC-CL B | 195,033 | 581,313 | +198.1% | $54.4M |
| COREBRIDGE FINANCIAL INC | 233,655 | 1,191,465 | +409.9% | $34.1M |
| SNDA SONIDA SENIOR LIVING INC | 152,231 | 545,179 | +258.1% | $22.2M |
| OPY OPPENHEIMER HOLDINGS-CL A | 54,999 | 199,797 | +263.3% | $21.1M |
| SPNT SIRIUSPOINT LTD | 200,832 | 727,596 | +262.3% | $17.5M |
| NAVI NAVIENT CORP | 512,548 | 1,987,644 | +287.8% | $16.9M |
| CBL & ASSOCIATES PROPERTIES | 109,244 | 327,732 | +200.0% | $17.4M |
| OSISKO DEVELOPMENT CORP | 2,087,496 | 6,487,488 | +210.8% | $16.0M |
| GENWORTH FINANCIAL INC | 487,400 | 1,620,372 | +232.5% | $15.3M |
| RNA ATRIUM THERAPEUTICS INC | 230,000 | 783,864 | +240.8% | $10.5M |
| LILA LIBERTY LATIN AMERIC-CL A | 473,529 | 1,390,587 | +193.7% | $10.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VOXR VOX ROYALTY CORP | 121,920 | 71,760 | -41.1% | $339.4K |
CIK 1513193 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
