Paul Isaac - Arbiter Partners Capital Management 13F Activity & Position Changes (Q4 2021)

According to the SEC 13F filed on Feb 14, 2022, the Arbiter Partners Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2021, the filing reported:

New Buys - Jackson Financial Inc., Sportsman's Warehouse Holdings,

Increases - Burford Capital, NI Holdings, Inc., Sonida Senior Living, Inc.

Reductions - Greif, Inc. Corporation, Lincoln National Corporation

Complete Exits - None reported

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

Showing 7 of 7 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2021	BUR Burford Capital	Burford Capital	Buy	+36,601	+28.5%	$1.34M	164,951
Q4 2021	GEF-B Greif, Inc. Corporation	Greif, Inc. Corporation	Sell	-17,770	-6.6%	$14.94M	249,844
Q4 2021	JXN Jackson Financial Inc.	Jackson Financial Inc.	Buy - Position Entry	+263,400	-	$11.02M	263,400
Q4 2021	LNC Lincoln National Corporation	Lincoln National Corporation	Sell	-8,000	-13.3%	$3.55M	52,000
Q4 2021	NODK NI Holdings, Inc.	NI Holdings, Inc.	Buy	+9,692	+90.6%	$386.00K	20,392
Q4 2021	SNDA Sonida Senior Living, Inc.	Sonida Senior Living, Inc.	Buy	+189,500	+64.1%	$13.83M	485,299
Q4 2021	SPWH Sportsman's Warehouse Holdings,	Sportsman's Warehouse Holdings,	Buy - Position Entry	+255,600	-	$3.02M	255,600