Arbiter Partners Capital Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Arbiter Partners Capital Management LLC disclosed 29 US equity positions worth $112.7m in its Q2 2025 13F filing. The largest position was GRAL at 47.3% of the reported book, followed by GEF/B and CRBG. Against the Q1 2025 filing, it opened 0 new positions, added to 7 and reduced 6 among the top 29 holdings.
What did Arbiter Partners Capital Management LLC own in Q2 2025? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GRAL GRAIL INC | 47.3% | $53.4m | 1,037,898 | 1% | added | |
| 2 | GEF/B GREIF INC-CL B | 12.1% | $13.6m | 197,033 | 0% | held | |
| 3 | CRBG COREBRIDGE FINANCIAL INC | Financial Services | 5.9% | $6.7m | 188,655 | 4% | added |
| 4 | STXS STEREOTAXIS INC | 5.4% | $6.1m | 2,853,856 | 0% | held | |
| 5 | SNDA SONIDA SENIOR LIVING INC | Healthcare | 5.0% | $5.6m | 225,331 | -30% | reduced |
| 6 | SPNT SIRIUSPOINT LTD | Financial Services | 3.6% | $4.1m | 200,832 | -6% | reduced |
| 7 | OPY OPPENHEIMER HOLDINGS-CL A | Financial Services | 3.2% | $3.6m | 54,999 | 0% | held |
| 8 | GNW GENWORTH FINANCIAL INC | Financial Services | 2.4% | $2.7m | 346,400 | 43% | added |
| 9 | LIBERTY LATIN AMERIC-CL C | 2.0% | $2.2m | 359,048 | 0% | held | |
| 10 | GOOGL ALPHABET INC-CL A | Communication Services | 1.9% | $2.1m | 12,000 | 700% | added |
| 11 | MTG MGIC INVESTMENT CORP | Financial Services | 1.8% | $2.1m | 74,000 | 0% | held |
| 12 | SHG SHINHAN FINANCIAL GROUP-ADR | 1.6% | $1.8m | 39,600 | 55% | added | |
| 13 | JBGS JBG SMITH PROPERTIES | Real Estate | 1.2% | $1.4m | 78,209 | 213% | added |
| 14 | TFPM TRIPLE FLAG PRECIOUS MET | 1.1% | $1.3m | 54,000 | 0% | held | |
| 15 | LIBERTY LATIN AMERIC-CL A | 0.9% | $1.0m | 164,481 | 0% | held | |
| 16 | CWBC COMMUNITY WEST BANCSHARES | 0.8% | $855.8k | 43,864 | -14% | reduced | |
| 17 | NODK NI HOLDINGS INC | 0.6% | $654.7k | 51,392 | 0% | held | |
| 18 | LEN/B LENNAR CORP - B SHS | 0.5% | $592.5k | 5,629 | 0% | held | |
| 19 | EMX EMX ROYALTY CORP | 0.5% | $518.9k | 205,915 | 100% | added | |
| 20 | BURFORD CAPITAL LTD | 0.4% | $487.4k | 14,800 | -81% | reduced | |
| 21 | SENEA SENECA FOODS CORP - CL A | Consumer Defensive | 0.4% | $425.0k | 4,190 | 0% | held |
| 22 | DVN DEVON ENERGY CORP | Energy | 0.4% | $413.5k | 13,000 | 0% | held |
| 23 | SENECA FOODS CORP - CL B | 0.3% | $293.5k | 2,878 | -54% | reduced | |
| 24 | INBX INHIBRX BIOSCIENCES INC | 0.3% | $282.0k | 19,759 | -30% | reduced | |
| 25 | TRC TEJON RANCH CO | 0.2% | $233.1k | 13,742 | 0% | held | |
| 26 | MRT MARTI TECHNOLOGIES INC | 0.2% | $199.8k | 65,952 | 0% | held | |
| 27 | BTG B2GOLD CORP | Basic Materials | 0.1% | $90.2k | 25,000 | 0% | held |
| 28 | CLPR CLIPPER REALTY INC | 0.1% | $83.0k | 22,618 | 0% | held | |
| 29 | NPDEUR OSISKO DEVELOPMENT CORP | 0.0% | $42.8k | 20,000 | 0% | held |
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.