Arbiter Partners Capital Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Arbiter Partners Capital Management LLC disclosed 31 US equity positions worth $82.2m in its Q1 2025 13F filing. The largest position was GRAL at 31.9% of the reported book, followed by GEF/B and SNDA. Against the Q4 2024 filing, it opened 9 new positions, added to 5 and reduced 2 among the top 31 holdings.
What did Arbiter Partners Capital Management LLC own in Q1 2025? Top 31 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GRAL GRAIL INC | 31.9% | $26.2m | 1,025,042 | 23% | added | |
| 2 | GEF/B GREIF INC-CL B | 14.2% | $11.7m | 197,033 | 0% | held | |
| 3 | SNDA SONIDA SENIOR LIVING INC | Healthcare | 9.1% | $7.5m | 320,995 | 4% | added |
| 4 | CRBG COREBRIDGE FINANCIAL INC | Financial Services | 7.0% | $5.8m | 182,155 | 0% | held |
| 5 | STXS STEREOTAXIS INC | 6.1% | $5.0m | 2,853,856 | 2% | added | |
| 6 | SPNT SIRIUSPOINT LTD | Financial Services | 4.5% | $3.7m | 214,282 | 0% | held |
| 7 | OPY OPPENHEIMER HOLDINGS-CL A | Financial Services | 4.0% | $3.3m | 54,999 | 11% | added |
| 8 | LIBERTY LATIN AMERIC-CL C | 2.7% | $2.2m | 359,048 | 0% | held | |
| 9 | PAGSEGURO DIGITAL LTD-CL A | 2.5% | $2.0m | 78,000 | 0% | held | |
| 10 | MTG MGIC INVESTMENT CORP | Financial Services | 2.2% | $1.8m | 74,000 | 0% | held |
| 11 | VET VERMILION ENERGY INC | Energy | 2.1% | $1.8m | 216,235 | – | new |
| 12 | GNW GENWORTH FINANCIAL INC | Financial Services | 2.1% | $1.7m | 242,000 | – | new |
| 13 | FSEA FIRST SEACOAST BANCORP INC | 1.3% | $1.0m | 90,000 | 0% | held | |
| 14 | LIBERTY LATIN AMERIC-CL A | 1.3% | $1.0m | 164,481 | 0% | held | |
| 15 | TFPM TRIPLE FLAG PRECIOUS MET | 1.3% | $1.0m | 54,000 | – | new | |
| 16 | CWBC COMMUNITY WEST BANCSHARES | 1.1% | $937.7k | 50,739 | – | new | |
| 17 | SHG SHINHAN FINANCIAL GROUP-ADR | 1.0% | $821.2k | 25,600 | 142% | added | |
| 18 | NODK NI HOLDINGS INC | 0.9% | $732.9k | 51,392 | 0% | held | |
| 19 | LEN/B LENNAR CORP - B SHS | 0.7% | $614.0k | 5,629 | 0% | held | |
| 20 | SENECA FOODS CORP - CL B | 0.7% | $572.3k | 6,303 | -15% | reduced | |
| 21 | DVN DEVON ENERGY CORP | Energy | 0.6% | $486.2k | 13,000 | 0% | held |
| 22 | JBGS JBG SMITH PROPERTIES | Real Estate | 0.5% | $402.8k | 25,000 | – | new |
| 23 | INBX INHIBRX BIOSCIENCES INC | 0.5% | $393.0k | 28,095 | 0% | held | |
| 24 | SENEA SENECA FOODS CORP - CL A | Consumer Defensive | 0.5% | $373.1k | 4,190 | 0% | held |
| 25 | GOOGL ALPHABET INC-CL A | Communication Services | 0.3% | $232.0k | 1,500 | – | new |
| 26 | TRC TEJON RANCH CO | 0.3% | $217.8k | 13,742 | -7% | reduced | |
| 27 | EMX EMX ROYALTY CORP | 0.3% | $209.9k | 102,895 | – | new | |
| 28 | MRT MARTI TECHNOLOGIES INC | 0.2% | $205.1k | 65,952 | 0% | held | |
| 29 | CLPR CLIPPER REALTY INC | 0.1% | $86.9k | 22,618 | 0% | held | |
| 30 | BTG B2GOLD CORP | Basic Materials | 0.1% | $71.2k | 25,000 | – | new |
| 31 | NPDEUR OSISKO DEVELOPMENT CORP | 0.0% | $29.8k | 20,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.