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Portfolio (Quarterly) Guide ↗

Arbiter Partners Capital Management LLC

· CIK 0001513193
13F Portfolio $205M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OLN OLIN CORP Basic Materials 12,900.0 $269K 0.13% NEW $20.83 +5.7%
42 MTA METALLA ROYALTY & STREAMING Basic Materials 34,000.0 $265K 0.13% NEW $7.78 -4.5%
43 BURFORD CAPITAL LTD 27,000.0 $241K 0.12% NEW $8.92
44 RITM RITHM CAPITAL CORP Real Estate 20,000.0 $218K 0.11% NEW $10.90 -15.7%
45 TRC TEJON RANCH CO Industrials 13,742.0 $217K 0.11% NEW $15.77 +17.2%
46 SENEA SENECA FOODS CORP - CL A Consumer Defensive 1,839.0 $203K 0.10% NEW $110.63 +40.9%
47 BTG B2GOLD CORP Basic Materials 25,000.0 $113K 0.06% NEW $4.51 -4.7%
48 CLPR CLIPPER REALTY INC Real Estate 22,618.0 $86K 0.04% NEW $3.82 -20.2%
49 LRE LEAD REAL ESTATE CO LTD Real Estate 18,495.0 $29K 0.01% NEW $1.57 -16.6%
Page 3 of 3  ·  49 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 66.3%
Financial Services 18.7%
Communication Services 4.7%
Basic Materials 3.6%
Real Estate 3.0%
Energy 2.1%
Industrials 0.9%
Technology 0.3%
Consumer Cyclical 0.2%
Consumer Defensive 0.1%