StockDriftsStockDriftsTop 38 Arbiter Partners Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRAL | GRAIL INC | 39.12% | 1.03M | $70.6M | -0.03%(-300) | $16.98(+302.36%) | 2026-06-30 | |
| GEF.B | GREIF INC-CL B | 10.04% | 193.8K | $18.1M | -0.65%(-1.26K) | $56.71(+96.33%) | 2026-06-30 | |
| CRBG | COREBRIDGE FINANCIAL INC | 6.3% | 397.2K | $11.4M | +69.97%(+163.50K) | $26.49(+30.11%) | 2026-06-30 | |
| SNDA | SONIDA SENIOR LIVING INC | 5.95% | 265.2K | $10.7M | +74.20%(+112.95K) | $62.90(-37.76%) | 2026-06-30 | |
| OPY | OPPENHEIMER HOLDINGS-CL A | 3.89% | 66.6K | $7.0M | +21.09%(+11.60K) | $57.34(+100.88%) | 2026-06-30 | |
| SPNT | SIRIUSPOINT LTD | 3.22% | 242.5K | $5.8M | +20.76%(+41.70K) | $14.52(+63.41%) | 2026-06-30 | |
| CBL | CBL & ASSOCIATES PROPERTIES | 3.21% | 109.2K | $5.8M | +0.00%(+0) | $29.13(+99.50%) | 2026-06-30 | |
| NAVI | NAVIENT CORP | 3.12% | 662.5K | $5.6M | +29.27%(+150.00K) | $10.74(-13.98%) | 2026-06-30 | |
| ODV | OSISKO DEVELOPMENT CORP | 2.95% | 2.16M | $5.3M | +3.59%(+75.00K) | $3.26(-14.76%) | 2026-06-30 | |
| GNW | GENWORTH FINANCIAL INC | 2.83% | 540.1K | $5.1M | +10.82%(+52.72K) | $7.62(+33.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +38.58% | +166.11% | +16.17% | +111.61% |
| Top 20 Holdings Unweighted | +31.09% | +125.27% | +17.26% | +121.67% |
Arbiter Partners Capital Management LLC reports $189.91M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are GRAL (39.1%), GEF.B (10.0%) and CRBG (6.3%). The top 20 holdings account for 93.91% of reported assets. Its disclosed equity book has returned +166.11% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arbiter Partners Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1513193). View Arbiter Partners Capital Management LLC’s 13F filings on SEC