Portfolio (Quarterly) Guide ↗

Arbiter Partners Capital Management LLC

· CIK 0001513193

13F Portfolio $175M AUM 45 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 11 Added 9 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SHG	SHINHAN FINANCIAL GROUP-ADR	Financial Services	138,169	$7.4M	3.61%	SOLD
2	ARVN	ARVINAS INC	Healthcare	452,789	$5.4M	2.62%	SOLD
3	LESL	LESLIE'S INC	Consumer Cyclical	237,637	$392K	0.19%	SOLD
4	—	BURFORD CAPITAL LTD	—	27,000	$241K	0.12%	SOLD
5	RITM	RITHM CAPITAL CORP	Real Estate	20,000	$218K	0.11%	SOLD
6	SENEA	SENECA FOODS CORP - CL A	Consumer Defensive	1,839	$203K	0.10%	SOLD
7	LRE	LEAD REAL ESTATE CO LTD	Real Estate	18,495	$29K	0.01%	SOLD

Sector Allocation

Healthcare 56.5%

Financial Services 19.6%

Basic Materials 9.4%

Communication Services 4.1%

Energy 4.1%

Real Estate 3.6%

Industrials 1.6%

Technology 1.1%