Paul Isaac - Arbiter Partners Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 13, 2025 | |
| Total Stocks | 31 | |
| Portfolio Value | $81.16M |
Portfolio Overview
Comprehensive analysis of Paul Isaac's investment portfolio
28
Total Holdings
$81.2M
Portfolio Value
Mar 31, 2025
Latest Filing
32.3%
Largest Position
Top Holdings
1
GRAL
GRAIL INC
$26.2M
32.3%
↑+0.2%
2
GEF-B
GREIF INC-CL B
$11.7M
14.4%
3
SNDA
SONIDA SENIOR LIVING INC
$7.5M
9.2%
↑+0.0%
4
CRBG
COREBRIDGE FINANCIAL INC
$5.8M
7.1%
5
STXS
STEREOTAXIS INC
$5.0M
6.2%
↑+0.0%
Recent Activity
GOOGL
Alphabet Inc.
-1,500
Jun 30, 2025
SENEA
Seneca Foods Corp.
-4,190
Jun 30, 2025
LEN-B
Lennar Corporation
-5,629
Jun 30, 2025