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

As of March 31, 2026, Paul Isaac's portfolio managed by Arbiter Partners Capital Management totals approximately $138.7 million. His top holdings reflect a strategic focus on healthcare, consumer cyclical, and financial services sectors, with GRAIL INC (GRAL) leading at 36.27% allocation.

GRAIL INC (GRAL), a healthcare company, represents Isaac's largest position. The holding saw a slight decrease in shares (-0.1%) from the prior period. For detailed analysis, visit Paul Isaac's profile and GRAIL INC (GRAL) stock data.

GREIF INC-CL B (GEF-B), a consumer cyclical stock, holds 11.58% of the portfolio. Isaac reduced his position by 1.02% in shares during the period. Further details are available at GEF-B stock page.

OSISKO DEVELOPMENT CORP (ODV), a basic materials stock, shows a massive increase in Isaac's portfolio allocation at 4.6%. He added 1,149,642 shares, representing a staggering 122.58% increase in holdings. Explore ODV stock details.

COREBRIDGE FINANCIAL INC (CRBG), a financial services holding at 3.78% allocation, experienced a reduction in Isaac's stake (-13.48%). See CRBG stock information.

SONIDA SENIOR LIVING INC (SNDA), another healthcare holding at 3.29%, also saw a decrease (-16.73%). Check SNDA stock data.

CBL & ASSOCIATES PROPERTIES (CBL), a real estate holding at 2.85%, decreased by 9.15%. Find more at CBL stock page.

NAVIENT CORP (NAVI), a financial services stock at 2.84%, shows a substantial increase of 230.48% in Isaac's position. Visit NAVI stock details.

TAMBORAN RESOURCES CORP (TBN), an energy holding at 2.28%, increased by 17.48%. Explore TBN stock information.

LIBERTY LATIN AMERIC-CL C (LILAK), a communication services holding at 1.85%, decreased by 13.93%. See LILAK stock data.

MGIC INVESTMENT CORP (MTG), a financial services holding at 1.55%, increased by 17.57%. Check MTG stock details.