Paul Isaac - Arbiter Partners Capital Management 13F Activity & Position Changes (Q3 2020)

According to the SEC 13F filed on Nov 16, 2020, the Arbiter Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. 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 2020, the filing reported:

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

Showing 9 of 9 transactions.

Date Symbol Type Change Qty
Q3 2020
AXR
AMREP Corporation
Sell - Position Exit
-16,528
Q3 2020
ICCH
ICC Holdings, Inc.
Buy
+1,000
Q3 2020
LEN-B
Lennar Corporation
Sell
-40,286
Q3 2020
LILA
Liberty Latin America Ltd
Buy - Position Entry
+173,560
Q3 2020
LILAK
Liberty Latin America Ltd
Buy
+1,168,067
Q3 2020
LOB
Live Oak Bancshares, Inc.
Sell - Position Exit
-20,000
Q3 2020
STXS
Stereotaxis, Inc.
Sell
-174,623
Q3 2020
TRC
Tejon Ranch Co
Sell
-2,638
Q3 2020
TSLA
Tesla, Inc.
Buy - Position Entry
+5
Arbiter Partners Capital Management 13F Activity (Q3 2020)