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

As of Sep 30, 2021, the Arbiter Partners Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 15, 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.

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