Paul Isaac - Arbiter Partners Capital Management 13F Activity & Position Changes (Q2 2013)

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 Jun 30, 2013. 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 Q2 2013, the filing reported:

Increases - None reported
Reductions - None reported
Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Showing 17 of 17 transactions.

Date Symbol Type Change Qty
Q2 2013
AER
AerCap
 Buy - Position Entry
+10,000
Q2 2013
AGO
Assured Guaranty
 Buy - Position Entry
+1,130,169
Q2 2013
AMBC
Ambac Financial Group, Inc.
 Buy - Position Entry
+608,298
Q2 2013
AMKR
Amkor Technology, Inc.
 Buy - Position Entry
+520,000
Q2 2013
ARI
Apollo Commercial Real Estate F
 Buy - Position Entry
+10,000
Q2 2013
COF
Capital One Financial Corporati
 Buy - Position Entry
+94,955
Q2 2013
GEF-B
Greif, Inc. Corporation
 Buy - Position Entry
+842,518
Q2 2013
GROW
U.S. Global Investors, Inc.
 Buy - Position Entry
+40,969
Q2 2013
KFFB
Kentucky First Federal Bancorp
 Buy - Position Entry
+23,184
Q2 2013
LEN-B
Lennar Corporation
 Buy - Position Entry
+69,620
Q2 2013
LMNR
Limoneira Co
 Buy - Position Entry
+97,530
Q2 2013
LSBK
Lake Shore Bancorp, Inc.
 Buy - Position Entry
+191,692
Q2 2013
MSFT
Microsoft Corporation
 Buy - Position Entry
+156,900
Q2 2013
NFBK
Northfield Bancorp, Inc.
 Buy - Position Entry
+600,140
Q2 2013
OPY
Oppenheimer Holdings, Inc.
 Buy - Position Entry
+44,087
Q2 2013
PEBK
Peoples Bancorp of North Caroli
 Buy - Position Entry
+25,794
Q2 2013
SEE
Sealed Air Corporation
 Buy - Position Entry
+626,980