Arbiter Partners Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Arbiter Partners Capital Management LLC disclosed 40 US equity positions worth $147.4m in its Q1 2026 13F filing. The largest position was GRAL at 36.3% of the reported book, followed by GEF/B and NPDEUR.
What did Arbiter Partners Capital Management LLC own in Q1 2026? Top 40 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GRAL GRAIL INC | Healthcare | 36.3% | $53.5m | 1,034,597 | – | |
| 2 | GEF/B GREIF INC-CL B | 11.6% | $17.1m | 195,033 | – | ||
| 3 | NPDEUR OSISKO DEVELOPMENT CORP | 4.6% | $6.8m | 2,087,496 | – | ||
| 4 | CRBG COREBRIDGE FINANCIAL INC | Financial Services | 3.8% | $5.6m | 233,655 | – | |
| 5 | STXS STEREOTAXIS INC | 3.6% | $5.3m | 2,883,856 | – | ||
| 6 | OPY OPPENHEIMER HOLDINGS-CL A | Financial Services | 3.3% | $4.9m | 54,999 | – | |
| 7 | SNDA SONIDA SENIOR LIVING INC | Healthcare | 3.3% | $4.9m | 152,231 | – | |
| 8 | SPNT SIRIUSPOINT LTD | Financial Services | 2.9% | $4.3m | 200,832 | – | |
| 9 | CBL CBL & ASSOCIATES PROPERTIES | Real Estate | 2.8% | $4.2m | 109,244 | – | |
| 10 | NAVI NAVIENT CORP | Financial Services | 2.8% | $4.2m | 512,548 | – | |
| 11 | GNW GENWORTH FINANCIAL INC | Financial Services | 2.7% | $4.0m | 487,400 | – | |
| 12 | VET VERMILION ENERGY INC | Energy | 2.5% | $3.7m | 266,738 | – | |
| 13 | TAMBORAN RESOURCES CORP | 2.3% | $3.4m | 67,212 | – | ||
| 14 | ELE ELEMENTAL ROYALTY CORP | 2.2% | $3.2m | 168,317 | – | ||
| 15 | RNA ATRIUM THERAPEUTICS INC | 2.1% | $3.1m | 230,000 | – | ||
| 16 | LILAB LIBERTY LATIN AMERIC-CL C | Communication Services | 1.8% | $2.7m | 309,048 | – | |
| 17 | MTG MGIC INVESTMENT CORP | Financial Services | 1.5% | $2.3m | 87,000 | – | |
| 18 | TFPM TRIPLE FLAG PRECIOUS MET | Basic Materials | 1.4% | $2.0m | 58,476 | – | |
| 19 | NMM NAVIOS MARITIME PARTNERS LP | 1.1% | $1.7m | 24,800 | – | ||
| 20 | LIBERTY LATIN AMERIC-CL A | 1.0% | $1.4m | 164,481 | – | ||
| 21 | CWBC COMMUNITY WEST BANCSHARES | 0.7% | $1.0m | 43,864 | – | ||
| 22 | WEATHERFORD INTERNATIONAL PL | 0.6% | $945.8k | 10,000 | – | ||
| 23 | OPRT OPORTUN FINANCIAL CORP | 0.6% | $885.6k | 192,106 | – | ||
| 24 | MSFT MICROSOFT CORP | Technology | 0.5% | $740.3k | 2,000 | – | |
| 25 | GOOGL ALPHABET INC-CL A | Communication Services | 0.5% | $718.9k | 2,500 | – | |
| 26 | NODK NI HOLDINGS INC | 0.4% | $662.4k | 51,392 | – | ||
| 27 | AVBC AVIDIA BANCORP INC | 0.4% | $645.2k | 32,800 | – | ||
| 28 | VOXR VOX ROYALTY CORP | 0.4% | $638.9k | 121,920 | – | ||
| 29 | MRT MARTI TECHNOLOGIES INC | 0.4% | $572.5k | 286,254 | – | ||
| 30 | LEN/B LENNAR CORP - B SHS | 0.3% | $473.5k | 5,629 | – | ||
| 31 | OLN OLIN CORP | Basic Materials | 0.3% | $383.5k | 12,900 | – | |
| 32 | OABI OMNIAB INC | 0.2% | $302.4k | 192,585 | – | ||
| 33 | GROY GOLD ROYALTY CORP | 0.2% | $281.4k | 78,600 | – | ||
| 34 | TRC TEJON RANCH CO | 0.2% | $244.8k | 12,993 | – | ||
| 35 | MTA METALLA ROYALTY & STREAMING | 0.2% | $225.4k | 34,000 | – | ||
| 36 | DVN DEVON ENERGY CORP | Energy | 0.1% | $201.3k | 4,000 | – | |
| 37 | MOUNT LOGAN CAPITAL INC | 0.1% | $127.1k | 35,505 | – | ||
| 38 | BUR BURFORD CAPITAL LTD | Financial Services | 0.1% | $122.0k | 27,000 | – | |
| 39 | BTG B2GOLD CORP | Basic Materials | 0.1% | $113.2k | 25,000 | – | |
| 40 | CLPR CLIPPER REALTY INC | 0.0% | $68.3k | 22,618 | – |
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.