Arbiter Partners Capital Management LLC

CIK: 0001513193Latest portfolio: $205.2M · Q4 2025

Holdings

48

Total Value

$205.2M

New Positions

11

Closed Positions

2

#StockSharesValue% PortfolioChangeType
1
GRALGRAIL INC
1,035,597$88.6M43.20%-300
2
GEF/BGREIF INC-CL B
197,033$14.7M7.17%
3
TSLATESLA INC
28,800$13.0M6.31%-3,700Put
4
CRBGCOREBRIDGE FINANCIAL INC
270,055$8.1M3.97%+81K
5
SHGSHINHAN FINANCIAL GROUP-ADR
138,169$7.4M3.61%+1K
6
RJR1STEREOTAXIS INC
2,883,856$6.6M3.23%+30K
7
SNDASONIDA SENIOR LIVING INC
182,824$5.9M2.88%-36,009
8
ARVNARVINAS INC
452,789$5.4M2.62%
9
GOOGLALPHABET INC-CL A
16,900$5.3M2.58%Call
10
0HQKCBL & ASSOCIATES PROPERTIES
120,244$4.4M2.17%+24K
11
GNWGENWORTH FINANCIAL INC
487,400$4.4M2.15%
12
SPNTSIRIUSPOINT LTD
200,832$4.4M2.14%
13
OPYOPPENHEIMER HOLDINGS-CL A
54,999$4.0M1.94%
14
ODVOSISKO DEVELOPMENT CORP
937,854$3.3M1.60%+598K
15
ABRARBOR REALTY TRUST INC
353,600$2.7M1.34%+38KPut
16
LILALIBERTY LATIN AMERIC-CL C
359,048$2.7M1.31%
17
TFPMTRIPLE FLAG PRECIOUS MET
72,000$2.4M1.17%+18K
18
VETVERMILION ENERGY INC
266,738$2.2M1.08%+17K
19
MTGMGIC INVESTMENT CORP
74,000$2.2M1.05%
20
NAVINAVIENT CORP
155,094$2.0M0.98%+49K
21
TBNTAMBORAN RESOURCES CORP
57,212$1.6M0.76%+8K
22
AAPLAPPLE INC
4,900$1.3M0.65%Put
23
NMMNAVIOS MARITIME PARTNERS LP
24,800$1.3M0.63%
24
LILALIBERTY LATIN AMERIC-CL A
164,481$1.2M0.59%
25
CWBCCOMMUNITY WEST BANCSHARES
43,864$986K0.48%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
ODV938K+598K
CRBG270K+81K
MRT230K+57K
NAVI155K+49K
ABR354K+38K
OABI193K+32K
RJR12.9M+30K
TFPM72K+18K
VET267K+17K
TBN57K+8K

Decreased Positions

NameSharesChange
SNDA183K-36009
TSLA29K-3700
SENEA2K-1851
GRAL1.0M-300
0HQK120K24K
VOXR122K98K

Sector Breakdown

Financial Services0.0% ($8.147741044014396e+39T)
Basic Materials0.0% ($32732391577458.3T)
Healthcare0.0% ($8863659.1T)
Energy0.0% ($22241.6T)
Unknown0.0% ($1471.7T)
Communication Services0.0% ($528.9T)
Real Estate0.0% ($27.4T)
Consumer Cyclical0.0% ($13.0T)
Technology0.0% ($1.3T)
Industrials0.0% ($1.3B)
Consumer Defensive0.0% ($203K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$205.2M49
Q3 2025Nov 12, 2025$167.4B40
Q2 2025Aug 14, 2025$113.6B30
Q1 2025May 13, 2025$138.4B34
Q4 2024Feb 13, 2025$161.8B29

Fund Information

CIK0001513193
Most Recent FilingFeb 12, 2026
Number of Filings5

Arbiter Partners Capital Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $205.2M across 48 holdings. The largest position is GRAIL INC (GRAL), representing 43.2% of the portfolio. Compared to the previous quarter, the fund opened 11 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.