Paul Isaac - Arbiter Partners Capital Management 13F Activity & Position Changes (Q1 2019)
According to the SEC 13F filed on Sep 15, 2026, the Arbiter Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2019, the filing reported:
New Buys - Affiliated Managers Group, Inc.
Increases - Hennessy Advisors, Inc.
Reductions - AMREP Corporation, Clipper Realty Inc., Greif, Inc. Corporation, Lake Shore Bancorp, Inc., McKesson Corporation, and 3 more
Complete Exits - Rafael Holdings, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 11 of 11 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2019
|
AMG
Affiliated Managers Group, Inc.
|
Buy - Position Entry |
+2,000
|
|
Q1 2019
|
AXR
AMREP Corporation
|
Sell |
-26,000
|
|
Q1 2019
|
CLPR
Clipper Realty Inc.
|
Sell |
-391,839
|
|
Q1 2019
|
GEF-B
Greif, Inc. Corporation
|
Sell |
-139,725
|
|
Q1 2019
|
HNNA
Hennessy Advisors, Inc.
|
Buy |
+3,000
|
|
Q1 2019
|
LSBK
Lake Shore Bancorp, Inc.
|
Sell |
-1,200
|
|
Q1 2019
|
MCK
McKesson Corporation
|
Sell |
-114,806
|
|
Q1 2019
|
RFL
Rafael Holdings, Inc.
|
Sell - Position Exit |
-103,155
|
|
Q1 2019
|
SA
Seabridge Gold, Inc.
|
Sell |
-170,623
|
|
Q1 2019
|
SPWH
Sportsman's Warehouse Holdings,
|
Sell |
-601,105
|
|
Q1 2019
|
TRC
Tejon Ranch Co
|
Sell |
-10,170
|