Arbiter Partners Capital Management LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$167.4B

Holdings

39

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (39 positions)

#StockSharesValue% PortfolioType
1
GRALGRAIL INC
1,035,897$61.3B36.58%
2
TSLATESLA INC
32,500$14.5B8.63%Put
3
GEF/BGREIF INC-CL B
197,033$12.1B7.25%
4
RJR1STEREOTAXIS INC
2,853,856$8.9B5.30%
5
SHGSHINHAN FINANCIAL GROUP-ADR
137,169$6.9B4.13%
6
SNDASONIDA SENIOR LIVING INC
218,833$6.1B3.62%
7
CRBGCOREBRIDGE FINANCIAL INC
188,655$6.0B3.61%
8
GNWGENWORTH FINANCIAL INC
487,400$4.3B2.59%
9
GOOGLALPHABET INC-CL A
16,900$4.1B2.45%Call
10
OPYOPPENHEIMER HOLDINGS-CL A
54,999$4.1B2.43%
11
ARVNARVINAS INC
452,789$3.9B2.30%
12
ABRARBOR REALTY TRUST INC
315,900$3.9B2.30%Put
13
SPNTSIRIUSPOINT LTD
200,832$3.6B2.17%
14
LILALIBERTY LATIN AMERIC-CL C
359,048$3.0B1.81%
15
0HQKCBL & ASSOCIATES PROPERTIES
96,563$3.0B1.76%
16
MTGMGIC INVESTMENT CORP
74,000$2.1B1.25%
17
VETVERMILION ENERGY INC
250,235$2.0B1.17%
18
JBGSJBG SMITH PROPERTIES
78,209$1.7B1.04%
19
TFPMTRIPLE FLAG PRECIOUS MET
54,000$1.6B0.94%
20
NAVINAVIENT CORP
105,744$1.4B0.83%
21
LILALIBERTY LATIN AMERIC-CL A
164,481$1.4B0.81%
22
TBNTAMBORAN RESOURCES CORP
49,542$1.4B0.81%
23
AAPLAPPLE INC
4,900$1.2B0.75%Put
24
ODVOSISKO DEVELOPMENT CORP
340,000$1.2B0.69%
25
NMMNAVIOS MARITIME PARTNERS LP
24,800$1.1B0.67%
26
EMXEMX ROYALTY CORP
205,915$1.1B0.63%
27
CWBCCOMMUNITY WEST BANCSHARES
43,864$914.1M0.55%
28
METMETLIFE INC
10,000$823.7M0.49%Call
29
NODKNI HOLDINGS INC
51,392$696.9M0.42%
30
WFRDWEATHERFORD INTERNATIONAL PL
10,000$684.3M0.41%
31
LENLENNAR CORP - B SHS
5,629$675.4M0.40%
32
DVNDEVON ENERGY CORP
13,000$455.8M0.27%
33
SENEASENECA FOODS CORP - CL A
3,690$398.3M0.24%
34
MRTMARTI TECHNOLOGIES INC
173,175$353.3M0.21%
35
OABIOMNIAB INC
160,529$256.8M0.15%
36
TRCTEJON RANCH CO
13,742$219.6M0.13%
37
BTOB2GOLD CORP
25,000$123.8M0.07%
38
VOXRVOX ROYALTY CORP
23,920$102.9M0.06%
39
CLPRCLIPPER REALTY INC
22,618$85.9M0.05%