Paul Isaac - Arbiter Partners Capital Management 13F Activity & Position Changes (Q3 2023)

As of Sep 30, 2023, the Arbiter Partners Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 2023. 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 2023, the filing reported:

New Buys - Fortrea Holdings Inc., Shinhan Financial Group Co Ltd

Increases - Oppenheimer Holdings, Inc., Stereotaxis, Inc.

Reductions - Clipper Realty Inc., First Seacoast Bancorp, Inc., Liberty Latin America Ltd, Seneca Foods Corp.

Complete Exits - Transocean

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 2023	CLPR Clipper Realty Inc.	Clipper Realty Inc.	Sell	-90	-0.4%	$117.16K	22,618
Q3 2023	FSEA First Seacoast Bancorp, Inc.	First Seacoast Bancorp, Inc.	Sell	-418	-0.5%	$664.20K	90,000
Q3 2023	FTRE Fortrea Holdings Inc.	Fortrea Holdings Inc.	Buy - Position Entry	+8,100	-	$231.58K	8,100
Q3 2023	H8817H100 Transocean	Transocean	Sell - Position Exit	-163,483	-100.0%	$0.00	-
Q3 2023	LILAK Liberty Latin America Ltd	Liberty Latin America Ltd	Sell	-165,000	-21.6%	$4.89M	599,048
Q3 2023	OPY Oppenheimer Holdings, Inc.	Oppenheimer Holdings, Inc.	Buy	+12,900	+129.0%	$877.30K	22,900
Q3 2023	SENEA Seneca Foods Corp.	Seneca Foods Corp.	Sell	-2,250	-34.9%	$225.55K	4,190
Q3 2023	SHG Shinhan Financial Group Co Ltd	Shinhan Financial Group Co Ltd	Buy - Position Entry	+10,600	-	$280.79K	10,600
Q3 2023	STXS Stereotaxis, Inc.	Stereotaxis, Inc.	Buy	+105,693	+4.1%	$4.23M	2,678,807