Arbiter Partners Capital Management LLC
13F filer · CIK 1513193 · New York, NY
Summary
Arbiter Partners Capital Management LLC reported $379.71M across 42 positions in its 13F for 2026 Q2, filed Aug 10, 2026. The largest holdings are GRAL (37.2%), GEF.B (9.5%), CRBG (6.0%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 35, trimmed 1 and sold out of 3.
Reported value$379.71M
Positions42incl. options
Report period2026 Q2
FiledAug 10, 2026
New positions3
Added35
Trimmed1
Sold out3
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 37.2%Value $141.22MPrice $136.57Shares 2.07M +99.94%Since Jun 30 +100.04%
Weight 9.5%Value $36.25MPrice $104.97Shares 388K +98.71%Since Jun 30 +12.22%
Weight 6.0%Value $22.74MPrice $33.77Shares 794K +239.95%Since Jun 30 +17.95%
Weight 4.3%Value $16.42MPrice $37.61Shares 404K +165.57%Since Jun 30 -7.38%
Weight 3.7%Value $14.06MPrice $118.70Shares 133K +142.18%Since Jun 30 +12.47%
Weight 3.1%Value $11.64MPrice $24.84Shares 485K +141.53%Since Jun 30 +3.50%
Weight 3.1%Value $11.60MPrice $53.36Shares 218K +100.00%Since Jun 30 +0.51%
Weight 3.0%Value $11.28MPrice $9.07Shares 1.33M +158.53%Since Jun 30 +6.58%
Weight 2.8%Value $10.64MPrice $2.31Shares 4.32M +107.19%Since Jun 30 -6.10%
Weight 2.7%Value $10.23MPrice $9.23Shares 1.08M +121.63%Since Jun 30 -2.53%
Weight 2.2%Value $8.50MPrice $81.79Shares 134KSince Jun 30 +29.31%
Weight 1.9%Value $7.03MPrice $8.42Shares 523K +127.21%Since Jun 30 -37.40%
Weight 1.5%Value $5.88MPrice $19.76Shares 337K +100.00%Since Jun 30 +13.17%
Weight 1.3%Value $5.00MPrice $11.30Shares 533K +100.00%Since Jun 30 +20.60%
Weight 1.3%Value $4.96MPrice $1.25Shares 2.88MSince Jun 30 -27.33%
Weight 1.3%Value $4.91MPrice $28.25Shares 174K +100.00%Since Jun 30 +0.18%
Weight 1.3%Value $4.90MPrice $7.50Shares 589KSince Jun 30 -9.75%
Weight 1.2%Value $4.66MPrice $8.39Shares 598K +93.53%Since Jun 30 +7.64%
Weight 1.2%Value $4.37MPrice $33.02Shares 134K +100.00%Since Jun 30 +1.57%
Weight 0.9%Value $3.51MPrice $31.05Shares 117K +100.00%Since Jun 30 +3.60%
Weight 0.9%Value $3.48MPrice $90.99Shares 50K +100.00%Since Jun 30 +29.86%
Weight 0.7%Value $2.80MPrice $26.24Shares 104K +137.39%Since Jun 30 -2.31%
Weight 0.7%Value $2.58MPrice $8.44Shares 329K +100.00%Since Jun 30 +7.65%
Weight 0.5%Value $1.97MPrice $14.90Shares 125K +143.59%Since Jun 30 -5.16%
Weight 0.4%Value $1.63MPrice $80.41Shares 20K +100.00%Since Jun 30 -1.34%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 37.2% | $141.22M | +100.04% | +99.94% | Add | |
| 9.5% | $36.25M | +12.22% | +98.71% | Add | |
| 6.0% | $22.74M | +17.95% | +239.95% | Add | |
| 4.3% | $16.42M | -7.38% | +165.57% | Add | |
| 3.7% | $14.06M | +12.47% | +142.18% | Add | |
| 3.1% | $11.64M | +3.50% | +141.53% | Add | |
| 3.1% | $11.60M | +0.51% | +100.00% | Add | |
| 3.0% | $11.28M | +6.58% | +158.53% | Add | |
| 2.8% | $10.64M | -6.10% | +107.19% | Add | |
| 2.7% | $10.23M | -2.53% | +121.63% | Add | |
| 2.2% | $8.50M | +29.31% | — | New | |
| 1.9% | $7.03M | -37.40% | +127.21% | Add | |
| 1.5% | $5.88M | +13.17% | +100.00% | Add | |
| 1.3% | $5.00M | +20.60% | +100.00% | Add | |
| 1.3% | $4.96M | -27.33% | — | Hold | |
| 1.3% | $4.91M | +0.18% | +100.00% | Add | |
| 1.3% | $4.90M | -9.75% | — | New | |
| 1.2% | $4.66M | +7.64% | +93.53% | Add | |
| 1.2% | $4.37M | +1.57% | +100.00% | Add | |
| 0.9% | $3.51M | +3.60% | +100.00% | Add | |
| 0.9% | $3.48M | +29.86% | +100.00% | Add | |
| 0.7% | $2.80M | -2.31% | +137.39% | Add | |
| 0.7% | $2.58M | +7.65% | +100.00% | Add | |
| 0.5% | $1.97M | -5.16% | +143.59% | Add | |
| 0.4% | $1.63M | -1.34% | +100.00% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.