Arbiter Partners Capital Management LLC

CIK: 0001513193SEC EDGAR →

Portfolio Value

$205.2M

Holdings

48

As of

Q4 2025

New Positions

13

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

GRAIL INC

1,035,597$88.6M
43.20%
2

GREIF INC-CL B

197,033$14.7M
7.17%
3
TSLAPut

TESLA INC

28,800$13.0M
6.31%
4

COREBRIDGE FINANCIAL INC

270,055$8.1M
3.97%
5

SHINHAN FINANCIAL GROUP-ADR

138,169$7.4M
3.61%
6

STEREOTAXIS INC

2,883,856$6.6M
3.23%
7

SONIDA SENIOR LIVING INC

182,824$5.9M
2.88%
8

ARVINAS INC

452,789$5.4M
2.62%
9
GOOGLCall

ALPHABET INC-CL A

16,900$5.3M
2.58%
10

CBL & ASSOCIATES PROPERTIES

120,244$4.4M
2.17%

Quarterly Changes

Top Buys

RJR1↑ Increased
$2.2M
ODV↑ Increased
$2.1M
CRBG↑ Increased
$2.1M
0HQK↑ Increased
$1.5M
ABR↑ Increased
$1.1M

Top Sells

GRAL↓ Decreased
$27.4M
JBGSCLOSED
$1.7M
TSLA↓ Decreased
$1.5M
EMXCLOSED
$1.1M
SENEA↓ Decreased
$195K

New Positions (11)

$746K · 141K shares
$551K · 33K shares
$458K · 27K shares
$392K · 238K shares
$317K · 79K shares
$292K · 36K shares
$268K · 13K shares
$264K · 34K shares
$240K · 27K shares
$218K · 20K shares
$29K · 18K shares

Closed Positions (2)

$1.7M · 78K shares
$1.1M · 206K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare4$100.3M48.9%
Financial Services14$36.8M17.9%
Unknown3$25.8M12.6%
Consumer Cyclical3$13.9M6.8%
Communication Services3$9.2M4.5%
Basic Materials7$7.5M3.7%
Energy4$4.9M2.4%
Real Estate4$3.1M1.5%
Technology3$2.0M1.0%
Industrials2$1.5M0.7%
Consumer Defensive1$203K0.1%