Arbiter Partners Capital Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Arbiter Partners Capital Management LLC disclosed 44 US equity positions worth $185.8m in its Q4 2025 13F filing. The largest position was GRAL at 47.7% of the reported book, followed by GEF/B and CRBG. Against the Q3 2025 filing, it opened 11 new positions, added to 12 and reduced 3 among the top 44 holdings.
What did Arbiter Partners Capital Management LLC own in Q4 2025? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GRAL GRAIL INC | 47.7% | $88.6m | 1,035,597 | -0% | held | |
| 2 | GEF/B GREIF INC-CL B | 7.9% | $14.7m | 197,033 | 0% | held | |
| 3 | CRBG COREBRIDGE FINANCIAL INC | Financial Services | 4.4% | $8.1m | 270,055 | 43% | added |
| 4 | SHG SHINHAN FINANCIAL GROUP-ADR | 4.0% | $7.4m | 138,169 | 1% | added | |
| 5 | STXS STEREOTAXIS INC | 3.6% | $6.6m | 2,883,856 | 1% | added | |
| 6 | SNDA SONIDA SENIOR LIVING INC | Healthcare | 3.2% | $5.9m | 182,824 | -16% | reduced |
| 7 | ARVN ARVINAS INC | Healthcare | 2.9% | $5.4m | 452,789 | 0% | held |
| 8 | CBL CBL & ASSOCIATES PROPERTIES | Real Estate | 2.4% | $4.4m | 120,244 | 25% | added |
| 9 | GNW GENWORTH FINANCIAL INC | Financial Services | 2.4% | $4.4m | 487,400 | 0% | held |
| 10 | SPNT SIRIUSPOINT LTD | Financial Services | 2.4% | $4.4m | 200,832 | 0% | held |
| 11 | OPY OPPENHEIMER HOLDINGS-CL A | Financial Services | 2.1% | $4.0m | 54,999 | 0% | held |
| 12 | GOOGL ALPHABET INC-CL A | Communication Services | 2.0% | $3.8m | 12,000 | 0% | held |
| 13 | NPDEUR OSISKO DEVELOPMENT CORP | 1.8% | $3.3m | 937,854 | 176% | added | |
| 14 | LIBERTY LATIN AMERIC-CL C | 1.4% | $2.7m | 359,048 | 0% | held | |
| 15 | TFPM TRIPLE FLAG PRECIOUS MET | 1.3% | $2.4m | 72,000 | 33% | added | |
| 16 | VET VERMILION ENERGY INC | Energy | 1.2% | $2.2m | 266,738 | 7% | added |
| 17 | MTG MGIC INVESTMENT CORP | Financial Services | 1.2% | $2.2m | 74,000 | 0% | held |
| 18 | NAVI NAVIENT CORP | Financial Services | 1.1% | $2.0m | 155,094 | 47% | added |
| 19 | TAMBORAN RESOURCES CORP | 0.8% | $1.6m | 57,212 | 15% | added | |
| 20 | NMM NAVIOS MARITIME PARTNERS LP | 0.7% | $1.3m | 24,800 | 0% | held | |
| 21 | LIBERTY LATIN AMERIC-CL A | 0.7% | $1.2m | 164,481 | 0% | held | |
| 22 | CWBC COMMUNITY WEST BANCSHARES | 0.5% | $986.9k | 43,864 | 0% | held | |
| 23 | WEATHERFORD INTERNATIONAL PL | 0.4% | $782.6k | 10,000 | 0% | held | |
| 24 | OPRT OPORTUN FINANCIAL CORP | 0.4% | $746.5k | 141,109 | – | new | |
| 25 | NODK NI HOLDINGS INC | 0.4% | $683.5k | 51,392 | 0% | held | |
| 26 | VOXR VOX ROYALTY CORP | 0.3% | $577.9k | 121,920 | 410% | added | |
| 27 | AVBC AVIDIA BANCORP INC | 0.3% | $551.4k | 32,800 | – | new | |
| 28 | MRT MARTI TECHNOLOGIES INC | 0.3% | $544.9k | 229,935 | 33% | added | |
| 29 | LEN/B LENNAR CORP - B SHS | 0.3% | $535.4k | 5,629 | 0% | held | |
| 30 | ELE ELEMENTAL ROYALTY CORP | 0.2% | $458.8k | 27,033 | – | new | |
| 31 | LESL LESLIE'S INC | 0.2% | $392.1k | 237,637 | – | new | |
| 32 | OABI OMNIAB INC | 0.2% | $356.3k | 192,585 | 20% | added | |
| 33 | DVN DEVON ENERGY CORP | Energy | 0.2% | $329.7k | 9,000 | -31% | reduced |
| 34 | GROY GOLD ROYALTY CORP | 0.2% | $317.5k | 78,600 | – | new | |
| 35 | MOUNT LOGAN CAPITAL INC | 0.2% | $292.9k | 35,505 | – | new | |
| 36 | OLN OLIN CORP | Basic Materials | 0.1% | $268.7k | 12,900 | – | new |
| 37 | MTA METALLA ROYALTY & STREAMING | 0.1% | $264.5k | 34,000 | – | new | |
| 38 | BURFORD CAPITAL LTD | 0.1% | $240.8k | 27,000 | – | new | |
| 39 | RITM RITHM CAPITAL CORP | Real Estate | 0.1% | $218.0k | 20,000 | – | new |
| 40 | TRC TEJON RANCH CO | 0.1% | $216.7k | 13,742 | 0% | held | |
| 41 | SENEA SENECA FOODS CORP - CL A | Consumer Defensive | 0.1% | $203.4k | 1,839 | -50% | reduced |
| 42 | BTG B2GOLD CORP | Basic Materials | 0.1% | $112.8k | 25,000 | 0% | held |
| 43 | CLPR CLIPPER REALTY INC | 0.0% | $86.4k | 22,618 | 0% | held | |
| 44 | LEAD REAL ESTATE CO LTD | 0.0% | $29.0k | 18,495 | – | 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.