Arbiter Partners Capital Management LLC 13F Holdings · Q2 2026
Arbiter Partners Capital Management LLC reported 42 securities worth $196.55M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GRAL (34.06%), GEFB (8.74%), SNDA (7.96%). Among its top 25 positions this quarter: 3 new, 9 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GRAL | GRAIL INC | $70.6M | 34.06% | 1.0M | Trimmed |
| 2 | GEFB | GREIF INC-CL B | $18.1M | 8.74% | 193,771 | Trimmed |
| 3 | SNDA | SONIDA SENIOR LIVING INC | $16.5M | 7.96% | 406,080 | Added |
| 4 | CRBG | COREBRIDGE FINANCIAL INC | $11.4M | 5.49% | 397,155 | Added |
| 5 | TSLA | TESLA INC | $8.7M | 4.18% | 20,600 | Trimmed |
| 6 | OPY | OPPENHEIMER HOLDINGS-CL A | $7.0M | 3.39% | 66,599 | Added |
| 7 | SBMT | SILVER BOW MINING CORP | $6.5M | 3.12% | 958,010 | New |
| 8 | SPNT | SIRIUSPOINT LTD | $5.8M | 2.81% | 242,532 | Added |
| 9 | CBL | CBL & ASSOCIATES PROPERTIES | $5.8M | 2.80% | 109,244 | Hold |
| 10 | NAVI | NAVIENT CORP | $5.6M | 2.72% | 662,548 | Added |
| 11 | ODV | OSISKO DEVELOPMENT CORP | $5.3M | 2.57% | 2.2M | Added |
| 12 | GNW | GENWORTH FINANCIAL INC | $5.1M | 2.47% | 540,124 | Added |
| 13 | STXS | STEREOTAXIS INC | $5.0M | 2.39% | 2.9M | Hold |
| 14 | SHG | SHINHAN FINANCIAL GROUP-ADR | $4.2M | 2.05% | 67,169 | New |
| 15 | RNA | ATRIUM THERAPEUTICS INC | $3.5M | 1.70% | 261,288 | Added |
| 16 | ELE | ELEMENTAL ROYALTY CORP | $2.9M | 1.42% | 168,317 | Hold |
| 17 | VET | VERMILION ENERGY INC | $2.5M | 1.21% | 266,738 | Hold |
| 18 | ARVN | ARVINAS INC | $2.4M | 1.18% | 294,594 | New |
| 19 | MTG | MGIC INVESTMENT CORP | $2.5M | 1.18% | 87,000 | Hold |
| 20 | LILAK | LIBERTY LATIN AMERIC-CL C | $2.3M | 1.12% | 299,048 | Trimmed |
| 21 | TBN | TAMBORAN RESOURCES CORP | $2.2M | 1.05% | 67,212 | Hold |
| 22 | TFPM | TRIPLE FLAG PRECIOUS MET | $1.8M | 0.85% | 58,476 | Hold |
| 23 | NMM | NAVIOS MARITIME PARTNERS LP | $1.7M | 0.84% | 24,800 | Hold |
| 24 | CWBC | COMMUNITY WEST BANCSHARES | $1.4M | 0.67% | 52,064 | Added |
| 25 | LILA | LIBERTY LATIN AMERIC-CL A | $1.3M | 0.62% | 164,481 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR