Arbiter Partners Capital Management LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$234,955
Net value change ($000)
+45,047 (23.7%)
New positions
7
Sold out positions
1
Turnover %
13.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GRAL 28,480 40.3%
SILVER BOW MINING CORP 11,534 NEW
OSISKO GOLD GROUP INC 8,074 NEW
STXS 3,547 NEW
CRBG 1,783 15.7%
BTG 1,147 1220.2%
OPY 827 11.8%
RHINEBECK BANCORP INC 737 NEW
TBN 627 28.7%
VET 539 21.6%
Top Reduces (Value $000, Stocks/ETFs)
SNDA -5,515 -51.3%
ODV -5,320 -100.0%
GEF -1,177 -6.5%
RNA -933 -26.6%
OPRT -354 -50.8%
MTG -205 -8.4%
SHG -64 -1.5%
OLN -56 -21.9%
LEN -49 -9.8%
NODK -49 -5.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,783 (3.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type