Paul Isaac - Arbiter Partners Capital Management 13F Activity & Position Changes (Q2 2015)

As of Jun 30, 2015, 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 2015, the filing reported:

New Buys - Pentair, Koppers Holdings Inc., Kearny Financial, Micron Technology, Inc., Teck Resources Ltd, and 1 more

Increases - Amkor Technology, Inc., Extreme Networks, Inc., First Northwest Bancorp, Sprott Focus Trust, Inc. - Clos, Kentucky First Federal Bancorp, and 3 more

Reductions - Carnival Corporation, Equinix, Inc., Limoneira Co

Complete Exits - American Homes 4 Rent, BlackRock Resources of Benefic

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

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2015	AMH American Homes 4 Rent	American Homes 4 Rent	Sell - Position Exit	-10,000	-100.0%	$0.00	-
Q2 2015	AMKR Amkor Technology, Inc.	Amkor Technology, Inc.	Buy	+3,068,824	+2330.0%	$19.14K	3,200,535
Q2 2015	BCX BlackRock Resources of Benefic	BlackRock Resources of Benefic	Sell - Position Exit	-41,671	-100.0%	$0.00	-
Q2 2015	CCL Carnival Corporation	Carnival Corporation	Sell	-15,000	-33.3%	$1.48K	30,000
Q2 2015	EQIX Equinix, Inc.	Equinix, Inc.	Sell	-39,277	-92.6%	$793.00	3,124
Q2 2015	EXTR Extreme Networks, Inc.	Extreme Networks, Inc.	Buy	+2,290,726	+87.8%	$13.18K	4,900,000
Q2 2015	FNWB First Northwest Bancorp	First Northwest Bancorp	Buy	+58,591	+39.1%	$2.60K	208,591
Q2 2015	FUND Sprott Focus Trust, Inc. - Clos	Sprott Focus Trust, Inc. - Clos	Buy	+173	+1.4%	$86.00	12,136
Q2 2015	G7S00T104 Pentair	Pentair	Buy - Position Entry	+90,000	-	$6.19K	90,000
Q2 2015	KFFB Kentucky First Federal Bancorp	Kentucky First Federal Bancorp	Buy	+20,595	+35.8%	$655.00	78,178
Q2 2015	KOP Koppers Holdings Inc.	Koppers Holdings Inc.	Buy - Position Entry	+228,631	-	$5.65K	228,631
Q2 2015	KRNY Kearny Financial	Kearny Financial	Buy - Position Entry	+431,035	-	$4.81K	431,035
Q2 2015	LEN-B Lennar Corporation	Lennar Corporation	Buy	+141,996	+53.3%	$17.62K	408,536
Q2 2015	LMNR Limoneira Co	Limoneira Co	Sell	-15,000	-54.2%	$282.00	12,668
Q2 2015	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy - Position Entry	+712,500	-	$13.42K	712,500
Q2 2015	NAK Northern Dynasty Minerals, Ltd.	Northern Dynasty Minerals, Ltd.	Buy	+758,911	+898.8%	$287.00	843,348
Q2 2015	PBT Permian Basin Royalty Trust	Permian Basin Royalty Trust	Buy	+254,114	+41.9%	$6.94K	860,697
Q2 2015	TECK Teck Resources Ltd	Teck Resources Ltd	Buy - Position Entry	+200,240	-	$1.98K	200,240
Q2 2015	TPC Tutor Perini Corporation	Tutor Perini Corporation	Buy - Position Entry	+225,014	-	$4.86K	225,014