Paul Isaac
Arbiter Partners Capital Management
Paul Isaac Triple Flag Precious Metals Corp stake
total: 298
Arbiter Partners Capital Management TFPM trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Paul Isaac holds 58,476 Triple Flag Precious Metals Corp (TFPM) shares with a market value of roughly $1.75M accounting for 0.97% of the overall portfolio. To date, the estimated cost basis is nearly $22.67 for "buy" trades and estimated average "sell" price is $34.71. Arbiter Partners Capital Management first purchased TFPM in 2025 Q1, initially acquiring 54,000 shares. Since the initial investment in Triple Flag Precious Metals Corp (TFPM), Arbiter Partners Capital Management has made 2 more transactions.
When did Paul Isaac buy Triple Flag Precious Metals Corp (TFPM)?
Paul Isaac first invested in Triple Flag Precious Metals Corp (TFPM) in 2025 Q1 at the reported quarter-end price of $19.15 per share.
What's the cost basis of Arbiter Partners Capital Management's TFPM stake?
The estimated cost basis for Triple Flag Precious Metals Corp (TFPM) stake is around $22.67 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $22.67
- Weighted AVG sell price:
- $34.71
Paul Isaac's historical trades in Triple Flag Precious Metals Corp
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
1.38%
|
58,476
|
$34.71
|
$2,029,702
|
-18.78% (-13,524)
|
-0.25%
|
|
2025 Q4
|
1.29%
|
72,000
|
$33.22
|
$2,391,840
|
+33.33% (+18,000)
|
+0.32%
|
|
2025 Q1
|
1.26%
|
54,000
|
$19.15
|
$1,034,100
|
new
|
+1.26%
|
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.