Paul Isaac - Arbiter Partners Capital Management 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, the Arbiter Partners Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 12, 2026. 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:
New Buys - AerCap, Ambac Financial Group, Inc., Amkor Technology, Inc., Apollo Commercial Real Estate F, Capital One Financial Corporati, and 12 more
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.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
AER
AerCap
|
Buy - Position Entry |
+10,000
|
|
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
|
G0585R106
Assured Guaranty
|
Buy - Position Entry |
+1,130,169
|
|
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
|