Paul Isaac - Arbiter Partners Capital Management 13F Activity & Position Changes (Q3 2018)
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 Sep 30, 2018. 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 Q3 2018, the filing reported:
Increases - Lennar Corporation, McKesson Corporation
Reductions - Greif, Inc. Corporation, JBG SMITH Properties, Lake Shore Bancorp, Inc., Range Resources Corporation, Seabridge Gold, Inc., and 1 more
Complete Exits - Antero Resources Corporation, Pitney Bowes Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 13 of 13 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2018
|
AR
Antero Resources Corporation
|
Sell - Position Exit |
-11,000
|
|
Q3 2018
|
GEF-B
Greif, Inc. Corporation
|
Sell |
-27,116
|
|
Q3 2018
|
JBGS
JBG SMITH Properties
|
Sell |
-152,719
|
|
Q3 2018
|
LEN-B
Lennar Corporation
|
Buy |
+26,054
|
|
Q3 2018
|
LNC
Lincoln National Corporation
|
Buy - Position Entry |
+117,398
|
|
Q3 2018
|
LSBK
Lake Shore Bancorp, Inc.
|
Sell |
-5,154
|
|
Q3 2018
|
MCK
McKesson Corporation
|
Buy |
+10,000
|
|
Q3 2018
|
PBI
Pitney Bowes Inc.
|
Sell - Position Exit |
-874,639
|
|
Q3 2018
|
RRC
Range Resources Corporation
|
Sell |
-37,850
|
|
Q3 2018
|
SA
Seabridge Gold, Inc.
|
Sell |
-28,300
|
|
Q3 2018
|
SENEA
Seneca Foods Corp.
|
Buy - Position Entry |
+6,440
|
|
Q3 2018
|
VSTO
Vista Outdoor Inc.
|
Sell |
-331,804
|
|
Q3 2018
|
WBA
Walgreens Boots Alliance, Inc.
|
Buy - Position Entry |
+11,000
|