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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
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRIPLE FLAG PRECIOUS MET 58,476.0 $2.0M 1.16% -14K -18.8% $34.71
22 NMM NAVIOS MARITIME PARTNERS LP Industrials 24,800.0 $1.7M 0.96% $67.48 +4.0%
23 LILA LIBERTY LATIN AMERIC-CL A Communication Services 164,481.0 $1.4M 0.81% $8.64 -44.4%
24 MET CALL METLIFE INC Financial Services 20,000.0 $1.4M 0.81% +10K +100.0% $70.72 +21.0%
25 AAPL PUT APPLE INC Technology 4,900.0 $1.2M 0.71% $253.79 +17.4%
26 COMMUNITY WEST BANCSHARES 43,864.0 $1.0M 0.59% $23.30
27 WFRD WEATHERFORD INTERNATIONAL PL Energy 10,000.0 $946K 0.54% $94.58 -0.5%
28 OPRT OPORTUN FINANCIAL CORP Financial Services 192,106.0 $886K 0.51% +51K +36.1% $4.61 +11.9%
29 MSFT MICROSOFT CORP Technology 2,000.0 $740K 0.42% NEW $370.17 +2.5%
30 GOOGL ALPHABET INC-CL A Communication Services 2,500.0 $719K 0.41% -10K -79.2% $287.56 +28.0%
31 NODK NI HOLDINGS INC Financial Services 51,392.0 $662K 0.38% $12.89 +23.4%
32 AVBC AVIDIA BANCORP INC Financial Services 32,800.0 $645K 0.37% $19.67 +2.4%
33 VOX ROYALTY CORP 121,920.0 $639K 0.37% $5.24
34 MRT MARTI TECHNOLOGIES INC Technology 286,254.0 $573K 0.33% +56K +24.5% $2.00 -12.0%
35 LENNAR CORP - B SHS 5,629.0 $474K 0.27% $84.12
36 OLN OLIN CORP Basic Materials 12,900.0 $384K 0.22% $29.73 -26.0%
37 OABI OMNIAB INC Healthcare 192,585.0 $302K 0.17% $1.57 +49.0%
38 GROY GOLD ROYALTY CORP Basic Materials 78,600.0 $281K 0.16% $3.58 -19.8%
39 TRC TEJON RANCH CO Industrials 12,993.0 $245K 0.14% -749.0 -5.5% $18.84 -1.9%
40 MTA METALLA ROYALTY & STREAMING Basic Materials 34,000.0 $225K 0.13% $6.63 +12.1%
Page 2 of 3  ·  45 positions

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%