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Arbiter Partners Capital Management LLC

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13F filer, CIK 1513193, NEW YORK, NY

Arbiter Partners Capital Management LLC reported $113,577,070 across 30 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 88.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-25-014393

Period
2025-06-30
Reported value
$114M
Holdings
30
Top 10 weight
88.77%
New
1
Sold out
4

Part of the filer group Arbiter Partners Capital Management LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+10,500$1.85M
JBGSadded+53,209$921K
GNWadded+104,400$812K
GRALadded+12,856$661K
SHGadded+14,000$633K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SNDAreduced-95,664-$2.37M
BURFORD CAPITAL LTDreduced-63,200-$2.08M
VETexited-216,235-$1.75M
FSEAexited-90,000-$1.05M
SENECA FOODS CORP NEWreduced-3,425-$349K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001062993-25-014393, largest first. % of portfolio is the value over $112,713,543, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GRALGRAIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,108 shares; 2024Q4: 830,642 shares; 2025Q1: 1,025,042 shares; 2025Q2: 1,037,898 shares 1,037,898$53.4M47.35%+12,856Timeline
GEF-BGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,063 shares; 2024Q4: 197,033 shares; 2025Q1: 197,033 shares; 2025Q2: 197,033 shares 197,033$13.6M12.06%0Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,755 shares; 2024Q4: 182,155 shares; 2025Q1: 182,155 shares; 2025Q2: 188,655 shares 188,655$6.7M5.94%+6,500Timeline
STXSSTEREOTAXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791,068 shares; 2024Q4: 2,791,068 shares; 2025Q1: 2,853,856 shares; 2025Q2: 2,853,856 shares 2,853,856$6.05M5.37%0Timeline
SNDASONIDA SENIOR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,983 shares; 2024Q4: 307,569 shares; 2025Q1: 320,995 shares; 2025Q2: 225,331 shares 225,331$5.59M4.96%-95,664Timeline
SPNTSIRIUSPOINT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,747 shares; 2024Q4: 214,282 shares; 2025Q1: 214,282 shares; 2025Q2: 200,832 shares 200,832$4.09M3.63%-13,450Timeline
OPYOPPENHEIMER HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,900 shares; 2024Q4: 49,683 shares; 2025Q1: 54,999 shares; 2025Q2: 54,999 shares 54,999$3.62M3.21%0Timeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 242,000 shares; 2025Q2: 346,400 shares 346,400$2.69M2.39%+104,400Timeline
LILAKLIBERTY LATIN AMERICA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359,048 shares; 2024Q4: 359,048 shares; 2025Q1: 359,048 shares; 2025Q2: 359,048 shares 359,048$2.23M1.98%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 12,000 shares 12,000$2.11M1.88%+10,500Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,000 shares; 2024Q4: 74,000 shares; 2025Q1: 74,000 shares; 2025Q2: 74,000 shares 74,000$2.06M1.83%0Timeline
SHGSHINHAN FINANCIAL GROUP CO LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 25,600 shares; 2025Q2: 39,600 shares 39,600$1.79M1.59%+14,000Timeline
JBGSJBG SMITH PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 78,209 shares 78,209$1.35M1.2%+53,209Timeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,000 shares; 2025Q2: 54,000 shares 54,000$1.28M1.13%0Timeline
LILALIBERTY LATIN AMERICA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,481 shares; 2024Q4: 164,481 shares; 2025Q1: 164,481 shares; 2025Q2: 164,481 shares 164,481$1M0.89%0Timeline
CWBCCOMMUNITY WEST BANCSHARES NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,739 shares; 2025Q2: 43,864 shares 43,864$856K0.76%-6,875Timeline
NODKNI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,392 shares; 2024Q4: 51,392 shares; 2025Q1: 51,392 shares; 2025Q2: 51,392 shares 51,392$655K0.58%0Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,889 shares; 2024Q4: 5,629 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares 5,629$592K0.53%0Timeline
EMX RTY CORPEMX RTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,895 shares; 2025Q2: 205,915 shares 205,915$519K0.46%+103,020
BURFORD CAPITAL LTDBURFORD CAPITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,000 shares; 2025Q1: 78,000 shares; 2025Q2: 14,800 shares 14,800$487K0.43%-63,200
SENEASENECA FOODS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,190 shares 4,190$425K0.38%0Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares 13,000$414K0.37%0Timeline
SENECA FOODS CORP NEWSENECA FOODS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 6,303 shares; 2025Q2: 2,878 shares 2,878$294K0.26%-3,425
INBXINHIBRX BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,095 shares; 2024Q4: 28,095 shares; 2025Q1: 28,095 shares; 2025Q2: 19,759 shares 19,759$282K0.25%-8,336Timeline
TRCTEJON RANCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,742 shares; 2024Q4: 14,742 shares; 2025Q1: 13,742 shares; 2025Q2: 13,742 shares 13,742$233K0.21%0Timeline
MRTMARTI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,952 shares; 2025Q1: 65,952 shares; 2025Q2: 65,952 shares 65,952$200K0.18%0Timeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares 25,000$90.2K0.08%0Timeline
CLPRCLIPPER RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,618 shares; 2024Q4: 22,618 shares; 2025Q1: 22,618 shares; 2025Q2: 22,618 shares 22,618$83K0.07%0Timeline
ODVOSISKO DEVELOPMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000$42.8K0.04%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
GOOGLALPHABET INC COMcall4,900$864Knew

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TSLATESLA INC205,900$53.4Mput
ABRARBOR REALTY TRUST INC241,800$2.84Mput
VETVERMILION ENERGY INC216,235$1.75Mshares
FSEAFIRST SEACOAST BANCORP INC90,000$1.05Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001062993-25-014393 base2025-08-14acceptance time not in the bulk data set