Paul Isaac's Top Holdings: GRAL, GEF-B, ODV and More as of March 31, 2026

Paul Isaac, managing director at investment firm Arbiter Partners Capital Management, maintained a diverse portfolio as of March 31, 2026, with a total value of $138.74 million. His top holdings included significant stakes in companies across various sectors, reflecting a strategic approach to investing.

Leading Isaac's portfolio was GRAIL INC (GRAL), a Healthcare company, accounting for 36.27% of the total value. The position saw a slight decrease in shares from the previous period, with a -0.1% change in allocation. For detailed analysis of GRAL, visit InsiderSet.

Next was GREIF INC-CL B (GEF-B), a Consumer Cyclical stock representing 11.58% of the portfolio. Isaac's stake in this company experienced a -1.02% change in shares from the prior period. More information on GEF-B is available at InsiderSet.

OSISKO DEVELOPMENT CORP (ODV), a Basic Materials company, held a 4.6% allocation in Isaac's portfolio. Notably, the number of shares increased significantly by 122.58% compared to the previous period. For insights into ODV, please see InsiderSet.

COREBRIDGE FINANCIAL INC (CRBG), a Financial Services holding at 3.78% allocation, showed a -13.48% change in shares. Further details on CRBG can be found at Insiderset.

SONIDA SENIOR LIVING INC (SNDA), another Healthcare holding at 3.29% allocation, experienced a -16.73% change in shares. Visit Insiderset for more information.

CBL & ASSOCIATES PROPERTIES (CBL), a Real Estate holding at 2.85% allocation, saw a -9.15% change in shares. Detailed analysis of CBL is available at Insiderset.

NAVIENT CORP (NAVI), a Financial Services holding at 2.84% allocation, showed a substantial +230.48% increase in shares. For more on NAVI, please visit Insiderset.

TAMBORAN RESOURCES CORP (TBN), an Energy holding at 2.28% allocation, increased by +17.48% in shares. More information on TBN can be found at Insiderset.

LIBERTY LATIN AMERIC-CL C (LILAK), a Communication Services holding at 1.85% allocation, decreased by -13.93% in shares. Visit Insiderset for further details.

MGIC INVESTMENT CORP (MTG), a Financial Services holding at 1.55% allocation, increased by +17.57% in shares. Detailed analysis of MTG is available at Insiderset.

For a complete overview of Paul Isaac's investment profile, including all holdings and performance data, please visit InsiderSet.