Paul Isaac - Arbiter Partners Capital Management Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Arbiter Partners Capital Management portfolio balances reported a total equity value of $185.82M across 44 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 12, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight GRAIL INC (GRAL) as the single largest position, accounting for 47.7% of total equity value, followed by GREIF INC-CL B (GEF-B), COREBRIDGE FINANCIAL INC (CRBG), SHINHAN FINANCIAL GROUP-ADR (SHG), and others. Collectively, the top five holdings represent 67.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.