Paul Isaac Portfolio Update: March 2026 Holdings Changes
Arbiter Partners Capital Management's portfolio valued at $138.7M as of March 31, 2026, shows significant changes in holdings like GRAIL and GREIF.
Paul Isaac's portfolio at Arbiter Partners Capital Management, valued at $138.74 million as of March 31, 2026, includes notable shifts in its top holdings.
GRAIL INC (GRAL) experienced the most significant increase, with a 122.58% jump in shares held, while GREIF INC-CL B (GEF-B) saw a 1.02% decrease in shares.
OSISKO DEVELOPMENT CORP (ODV) added shares, increasing its allocation to 4.6%, whereas COREBRIDGE FINANCIAL INC (CRBG) reduced its position by 13.48%.
SONIDA SENIOR LIVING INC (SNDA) and CBL & ASSOCIATES PROPERTIES (CBL) both decreased their holdings, with changes of -16.73% and -9.15% respectively.
NAVIENT CORP (NAVI) significantly increased its position by 230.48%, adding to its 2.84% allocation. MGIC INVESTMENT CORP (MTG) also saw a 17.57% increase in shares.
Other changes include a decrease in LIBERTY LATIN AMERIC-CL C (LILAK) by -13.93% and a slight increase in TAMBORAN RESOURCES CORP (TBN) by 17.48%.