Paul Isaac - Arbiter Partners Capital Management 13F Activity & Position Changes (Q3 2021)

According to the SEC 13F filed on Nov 15, 2021, the Arbiter Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2021. 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 2021, the filing reported:

New Buys - NI Holdings, Inc., Portman Ridge Finance Corporati

Increases - Lennar Corporation

Reductions - Greif, Inc. Corporation, Sonida Senior Living, Inc.

Complete Exits - KKR & Co. Inc.

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

Showing 6 of 6 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2021	GEF-B Greif, Inc. Corporation	Greif, Inc. Corporation	Sell	-4,500	-1.7%	$17.34M	267,614
Q3 2021	KKR KKR & Co. Inc.	KKR & Co. Inc.	Sell - Position Exit	-5,000	-100.0%	$0.00	-
Q3 2021	LEN-B Lennar Corporation	Lennar Corporation	Buy	+2,000	+2.8%	$5.65M	72,860
Q3 2021	NODK NI Holdings, Inc.	NI Holdings, Inc.	Buy - Position Entry	+10,700	-	$188.00K	10,700
Q3 2021	PTMN Portman Ridge Finance Corporati	Portman Ridge Finance Corporati	Buy - Position Entry	+64,250	-	$1.56M	64,250
Q3 2021	SNDA Sonida Senior Living, Inc.	Sonida Senior Living, Inc.	Sell	-5,777	-1.9%	$10.42M	295,799