Paul Isaac - Arbiter Partners Capital Management Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Arbiter Partners Capital Management portfolio balances reported a total equity value of $147.43M across 40 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 12, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight GRAIL INC (GRAL) as the single largest position, accounting for 36.3% of total equity value, followed by GREIF INC-CL B (GEF-B), OSISKO DEVELOPMENT CORP (ODV), COREBRIDGE FINANCIAL INC (CRBG), and others. Collectively, the top five holdings represent 59.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.