Paul Isaac recent buys & sells (2026 Q2)
Arbiter Partners Capital Management
Arbiter Partners Capital Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $367.55M (+$220M)
- Previous value:
- $147.43M
- # of changes:
- 45
- New positions:
- 5
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 15 Sep 2026
Arbiter Partners Capital Management has disclosed a total of 45 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 36, bought 5 totally new, decreased the number of shares of 1 and completely sold out 3 position(s).
What stocks is Paul Isaac buying now?
In the recent quarter Paul Isaac has bought 41 securities out of which top 5 purchases (by % change to portfolio) are (GRAL) GRAIL INC (added shares +99.94%), (GEF-B) Greif Inc (added shares +98.71%), (CRBG) Corebridge Financial Inc (added shares +239.95%), (OPY) Oppenheimer Holdings Inc (added shares +142.18%) and (SPNT) SIRIUSPOINT LTD (added shares +141.53%).
In the latest report(s) the following changes have been made to the top investments: (GRAL) GRAIL INC (added shares +99.94%), (GEF-B) Greif Inc (added shares +98.71%), (CRBG) Corebridge Financial Inc (added shares +239.95%), (OPY) Oppenheimer Holdings Inc (added shares +142.18%) and (SPNT) SIRIUSPOINT LTD (added shares +141.53%).
45 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Lead Real Estate Co, Ltd American Depositary Shares
|
new
|
+129,504
|
129,504
|
+0.05%
|
$1.32
|
-15.53%($1.12)
|
0.05%
|
2026 Q2
|
~0.25 years
|
|
|
|
Shinhan Financial Group Co Ltd
|
new
|
+134,338
|
134,338
|
+2.31%
|
$63.25
|
+11.34%($70.42)
|
2.31%
|
2026 Q2
|
~0.25 years
|
|
|
|
Arvinas Inc
|
new
|
+589,188
|
589,188
|
+1.33%
|
$8.31
|
-15.28%($7.04)
|
1.33%
|
2026 Q2
|
~0.25 years
|
|
|
|
Nicola Mining Inc American Depositary Shares
|
new
|
+31,193
|
31,193
|
+0.05%
|
$6.28
|
-16.40%($5.25)
|
0.05%
|
2026 Q2
|
~0.25 years
|
|
|
|
Silver Bow Mining Corp
|
new
|
+958,010
|
958,010
|
+1.76%
|
$6.76
|
+12.87%($7.63)
|
1.76%
|
2026 Q2
|
~0.25 years
|
|
|
|
Corebridge Financial Inc
|
+239.95%
|
+560,655
|
794,310
|
+4.37%
|
$28.63
|
+20.22%($34.42)
|
6.19%
|
2022 Q4
|
~3.75 years
|
|
|
|
Navient Corp
|
+158.53%
|
+812,548
|
1,325,096
|
+1.88%
|
$8.51
|
+9.87%($9.35)
|
3.07%
|
2025 Q3
|
~1.00 year
|
|
|
|
NI Holdings Inc
|
+143.59%
|
+73,792
|
125,184
|
+0.32%
|
$15.71
|
-5.54%($14.84)
|
0.54%
|
2021 Q3
|
~5.00 years
|
|
|
|
Oppenheimer Holdings Inc
|
+142.18%
|
+78,199
|
133,198
|
+2.25%
|
$105.54
|
-3.96%($101.36)
|
3.82%
|
2022 Q3
|
~4.00 years
|
|
|
|
SIRIUSPOINT LTD
|
+141.53%
|
+284,232
|
485,064
|
+1.86%
|
$24.00
|
+3.60%($24.86)
|
3.17%
|
2021 Q4
|
~4.75 years
|
|
Insights | News
Insight
—
Consensus shift · 2026 Q2
Insight
—
Portfolio value surge · 2026 Q2
Insight
—
Position exited · 2026 Q2
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".