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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 Chg Shares Chg % Period Price ① Since Period ①
1 GREIF INC-CL B 195,033.0 $17.1M 9.78% -2K -1.0% $87.54
2 CRBG COREBRIDGE FINANCIAL INC Financial Services 233,655.0 $5.6M 3.19% -36K -13.5% $23.86 +22.3%
3 SNDA SONIDA SENIOR LIVING INC Healthcare 152,231.0 $4.9M 2.78% -31K -16.7% $31.89 +12.8%
4 CBL CBL & ASSOCIATES PROPERTIES Real Estate 109,244.0 $4.2M 2.41% -11K -9.2% $38.43 +23.3%
5 LILAK LIBERTY LATIN AMERIC-CL C Communication Services 309,048.0 $2.7M 1.56% -50K -13.9% $8.82 -45.7%
6 TRIPLE FLAG PRECIOUS MET 58,476.0 $2.0M 1.16% -14K -18.8% $34.71
7 GOOGL ALPHABET INC-CL A Communication Services 2,500.0 $719K 0.41% -10K -79.2% $287.56 +28.0%
8 TRC TEJON RANCH CO Industrials 12,993.0 $245K 0.14% -749.0 -5.5% $18.84 -1.9%
9 DVN DEVON ENERGY CORP Energy 4,000.0 $201K 0.12% -5K -55.6% $50.32 -16.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%