Paul Isaac - Arbiter Partners Capital Management 13F Activity & Position Changes (Q3 2019)
As of Sep 30, 2019, 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 Q3 2019, the filing reported:
New Buys - AerCap, Blackstone Inc., U.S. Global Investors, Inc., Goldman Sachs Group, Inc. (The), Seneca Foods Corp., and 1 more
Increases - Lennar Corporation
Reductions - Clipper Realty Inc., Greif, Inc. Corporation, Lake Shore Bancorp, Inc., Sportsman's Warehouse Holdings,
Complete Exits - McKesson Corporation, Seabridge Gold, Inc.
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 |
|---|---|---|---|
|
Q3 2019
|
AER
AerCap
|
Buy - Position Entry |
+23,000
|
|
Q3 2019
|
BX
Blackstone Inc.
|
Buy - Position Entry |
+10,000
|
|
Q3 2019
|
CLPR
Clipper Realty Inc.
|
Sell |
-38,100
|
|
Q3 2019
|
GEF-B
Greif, Inc. Corporation
|
Sell |
-44,159
|
|
Q3 2019
|
GROW
U.S. Global Investors, Inc.
|
Buy - Position Entry |
+38,069
|
|
Q3 2019
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy - Position Entry |
+6,000
|
|
Q3 2019
|
LEN-B
Lennar Corporation
|
Buy |
+2,092
|
|
Q3 2019
|
LSBK
Lake Shore Bancorp, Inc.
|
Sell |
-84,750
|
|
Q3 2019
|
MCK
McKesson Corporation
|
Sell - Position Exit |
-4,994
|
|
Q3 2019
|
SA
Seabridge Gold, Inc.
|
Sell - Position Exit |
-12,385
|
|
Q3 2019
|
SENEA
Seneca Foods Corp.
|
Buy - Position Entry |
+6,440
|
|
Q3 2019
|
SPWH
Sportsman's Warehouse Holdings,
|
Sell |
-192,585
|
|
Q3 2019
|
STXS
Stereotaxis, Inc.
|
Buy - Position Entry |
+4,677,385
|