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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 $174,508,441 across 45 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 75.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-26-002509

Period
2026-03-31
Reported value
$175M
Holdings
45
Top 10 weight
75.07%
New
3
Sold out
7

Part of the filer group Arbiter Partners Capital Management LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ODVadded+1,149,642$3.74M
RNAnew+230,000$3.08M
NAVIadded+357,454$2.92M
ELEadded+141,284$2.66M
MSFTnew+2,000$740K

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
SHGexited-138,169-$7.41M
ARVNexited-452,789-$5.37M
GOOGLreduced-9,500-$2.73M
SNDAreduced-30,593-$976K
CRBGreduced-36,400-$869K

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, Q1 2026

Share positions as resolved from 13F-HR 0001062993-26-002509, largest first. % of portfolio is the value over $147,432,045, 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; 2024Q2: restricted; 2024Q3: 269,108 shares; 2024Q4: 830,642 shares; 2025Q1: 1,025,042 shares; 2025Q2: 1,037,898 shares; 2025Q3: 1,035,897 shares; 2025Q4: 1,035,597 shares; 2026Q1: 1,034,597 shares 1,034,597$53.5M36.27%-1,000Timeline
GEF-BGREIF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,063 shares; 2024Q4: 197,033 shares; 2025Q1: 197,033 shares; 2025Q2: 197,033 shares; 2025Q3: 197,033 shares; 2025Q4: 197,033 shares; 2026Q1: 195,033 shares 195,033$17.1M11.58%-2,000Timeline
ODVOSISKO DEVELOPMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 340,000 shares; 2025Q4: 937,854 shares; 2026Q1: 2,087,496 shares 2,087,496$6.78M4.6%+1,149,642Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,755 shares; 2024Q4: 182,155 shares; 2025Q1: 182,155 shares; 2025Q2: 188,655 shares; 2025Q3: 188,655 shares; 2025Q4: 270,055 shares; 2026Q1: 233,655 shares 233,655$5.58M3.78%-36,400Timeline
STXSSTEREOTAXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,791,068 shares; 2024Q4: 2,791,068 shares; 2025Q1: 2,853,856 shares; 2025Q2: 2,853,856 shares; 2025Q3: 2,853,856 shares; 2025Q4: 2,883,856 shares; 2026Q1: 2,883,856 shares 2,883,856$5.31M3.6%0Timeline
OPYOPPENHEIMER HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,900 shares; 2024Q4: 49,683 shares; 2025Q1: 54,999 shares; 2025Q2: 54,999 shares; 2025Q3: 54,999 shares; 2025Q4: 54,999 shares; 2026Q1: 54,999 shares 54,999$4.91M3.33%0Timeline
SNDASONIDA SENIOR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,983 shares; 2024Q4: 307,569 shares; 2025Q1: 320,995 shares; 2025Q2: 225,331 shares; 2025Q3: 218,833 shares; 2025Q4: 182,824 shares; 2026Q1: 152,231 shares 152,231$4.86M3.29%-30,593Timeline
SPNTSIRIUSPOINT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,747 shares; 2024Q4: 214,282 shares; 2025Q1: 214,282 shares; 2025Q2: 200,832 shares; 2025Q3: 200,832 shares; 2025Q4: 200,832 shares; 2026Q1: 200,832 shares 200,832$4.33M2.93%0Timeline
CBLCBL & ASSOC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,563 shares; 2025Q4: 120,244 shares; 2026Q1: 109,244 shares 109,244$4.2M2.85%-11,000Timeline
NAVINAVIENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,744 shares; 2025Q4: 155,094 shares; 2026Q1: 512,548 shares 512,548$4.19M2.84%+357,454Timeline
GNWGENWORTH FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 242,000 shares; 2025Q2: 346,400 shares; 2025Q3: 487,400 shares; 2025Q4: 487,400 shares; 2026Q1: 487,400 shares 487,400$3.96M2.68%0Timeline
VETVERMILION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216,235 shares; 2025Q2: not reported; 2025Q3: 250,235 shares; 2025Q4: 266,738 shares; 2026Q1: 266,738 shares 266,738$3.68M2.49%0Timeline
TBNTAMBORAN RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,542 shares; 2025Q4: 57,212 shares; 2026Q1: 67,212 shares 67,212$3.36M2.28%+10,000Timeline
ELEELEMENTAL RTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,033 shares; 2026Q1: 168,317 shares 168,317$3.17M2.15%+141,284Timeline
RNAATRIUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230,000 shares 230,000$3.08M2.09%newTimeline
LILAKLIBERTY LATIN AMERICA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,048 shares; 2024Q4: 359,048 shares; 2025Q1: 359,048 shares; 2025Q2: 359,048 shares; 2025Q3: 359,048 shares; 2025Q4: 359,048 shares; 2026Q1: 309,048 shares 309,048$2.73M1.85%-50,000Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,000 shares; 2024Q4: 74,000 shares; 2025Q1: 74,000 shares; 2025Q2: 74,000 shares; 2025Q3: 74,000 shares; 2025Q4: 74,000 shares; 2026Q1: 87,000 shares 87,000$2.28M1.55%+13,000Timeline
TFPMTRIPLE FLAG PRECIOUS METALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,000 shares; 2025Q2: 54,000 shares; 2025Q3: 54,000 shares; 2025Q4: 72,000 shares; 2026Q1: 58,476 shares 58,476$2.03M1.38%-13,524Timeline
NMMNAVIOS MARITIME PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,800 shares; 2025Q4: 24,800 shares; 2026Q1: 24,800 shares 24,800$1.67M1.14%0Timeline
LILALIBERTY LATIN AMERICA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,481 shares; 2024Q4: 164,481 shares; 2025Q1: 164,481 shares; 2025Q2: 164,481 shares; 2025Q3: 164,481 shares; 2025Q4: 164,481 shares; 2026Q1: 164,481 shares 164,481$1.42M0.96%0Timeline
CWBCCOMMUNITY WEST BANCSHARES NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,739 shares; 2025Q2: 43,864 shares; 2025Q3: 43,864 shares; 2025Q4: 43,864 shares; 2026Q1: 43,864 shares 43,864$1.02M0.69%0Timeline
WFRDWEATHERFORD INTL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$946K0.64%0Timeline
OPRTOPORTUN FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,109 shares; 2026Q1: 192,106 shares 192,106$886K0.6%+50,997Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$740K0.5%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 2,500 shares 2,500$719K0.49%-9,500Timeline
NODKNI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,392 shares; 2024Q4: 51,392 shares; 2025Q1: 51,392 shares; 2025Q2: 51,392 shares; 2025Q3: 51,392 shares; 2025Q4: 51,392 shares; 2026Q1: 51,392 shares 51,392$662K0.45%0Timeline
AVBCAVIDIA BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,800 shares; 2026Q1: 32,800 shares 32,800$645K0.44%0Timeline
VOXRVOX ROYALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,920 shares; 2025Q4: 121,920 shares; 2026Q1: 121,920 shares 121,920$639K0.43%0Timeline
MRTMARTI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,952 shares; 2025Q1: 65,952 shares; 2025Q2: 65,952 shares; 2025Q3: 173,175 shares; 2025Q4: 229,935 shares; 2026Q1: 286,254 shares 286,254$573K0.39%+56,319Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,889 shares; 2024Q4: 5,629 shares; 2025Q1: 5,629 shares; 2025Q2: 5,629 shares; 2025Q3: 5,629 shares; 2025Q4: 5,629 shares; 2026Q1: 5,629 shares 5,629$474K0.32%0Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares 12,900$384K0.26%0Timeline
OABIOMNIAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,529 shares; 2025Q4: 192,585 shares; 2026Q1: 192,585 shares 192,585$302K0.21%0Timeline
GROYGOLD ROYALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,600 shares; 2026Q1: 78,600 shares 78,600$281K0.19%0Timeline
TRCTEJON RANCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,742 shares; 2024Q4: 14,742 shares; 2025Q1: 13,742 shares; 2025Q2: 13,742 shares; 2025Q3: 13,742 shares; 2025Q4: 13,742 shares; 2026Q1: 12,993 shares 12,993$245K0.17%-749Timeline
MTAMETALLA RTY & STREAMING LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,000 shares; 2026Q1: 34,000 shares 34,000$225K0.15%0Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 9,000 shares; 2026Q1: 4,000 shares 4,000$201K0.14%-5,000Timeline
MLCIMOUNT LOGAN CAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,505 shares; 2026Q1: 35,505 shares 35,505$127K0.09%0Timeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,000 shares 27,000$122K0.08%newTimeline
BTGB2GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000$113K0.08%0Timeline
CLPRCLIPPER RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,618 shares; 2024Q4: 22,618 shares; 2025Q1: 22,618 shares; 2025Q2: 22,618 shares; 2025Q3: 22,618 shares; 2025Q4: 22,618 shares; 2026Q1: 22,618 shares 22,618$68.3K0.05%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
TSLATESLA INC COMput49,400$18.4M+20,600
ABRARBOR REALTY TRUST INC COMput419,700$3.24M+66,100
GOOGLALPHABET INC COMcall9,800$2.82M+4,900
METMETLIFE INC Stockcall20,000$1.41M+10,000
AAPLAPPLE INC COMput4,900$1.24M0

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
SHGSHINHAN FINANCIAL GROUP CO L138,169$7.41Mshares
ARVNARVINAS INC452,789$5.37Mshares
LESLQLESLIES INC237,637$392Kshares
BURFORD CAPITAL LTDBURFORD CAPITAL LTD27,000$241Kshares
RITMRITHM CAPITAL CORP20,000$218Kshares
SENEASENECA FOODS CORP NEW1,839$203Kshares
LRELEAD REAL ESTATE CO LTD18,495$29Kshares

How Q1 2026 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 0001062993-26-002509 base2026-05-12acceptance time not in the bulk data set