Paul Isaac Portfolio Update: March 2026 Investment Changes
Arbiter Partners' Paul Isaac saw his portfolio value reach $138.7M as of March 2026. Significant changes occurred in holdings like ODV and NAVI, while others like GRAL and CRBG decreased.
Paul Isaac's portfolio at Arbiter Partners Capital Management reached a total value of $138.74 million as of March 31, 2026.
Among the top holdings, GRAIL INC (GRAL) experienced a slight decrease in shares (-0.1%), while GREIF INC-CL B (GEF-B) also saw a reduction (-1.02%).
OSISKO DEVELOPMENT CORP (ODV) showed a massive increase in both shares (122.58%) and allocation (4.6%). COREBRIDGE FINANCIAL INC (CRBG) and SONIDA SENIOR LIVING INC (SNDA) both decreased significantly (-13.48% and -16.73% respectively).
CBL & ASSOCIATES PROPERTIES (CBL) and NAVIENT CORP (NAVI) saw moderate declines (-9.15%) and substantial increases (230.48%) in their respective allocations. TAMBORAN RESOURCES CORP (TBN) and LIBERTY LATIN AMERIC-CL C (LILAK) also increased, while MGIC INVESTMENT CORP (MTG) saw a moderate rise.