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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DVN DEVON ENERGY CORP Energy 4,000.0 $201K 0.12% -5K -55.6% $50.32 -16.3%
42 MOUNT LOGAN CAPITAL INC 35,505.0 $127K 0.07% $3.58
43 BUR BURFORD CAPITAL LTD Financial Services 27,000.0 $122K 0.07% NEW $4.52 +0.2%
44 BTG B2GOLD CORP Basic Materials 25,000.0 $113K 0.07% $4.53 -5.1%
45 CLPR CLIPPER REALTY INC Real Estate 22,618.0 $68K 0.04% $3.02 +1.0%
Page 3 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%