Paul Isaac Holdings Activity
Arbiter Partners Capital Management Portfolio 13F
Arbiter Partners Capital Management has disclosed a total of 14 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 6, bought 4 totally new and decreased the number of shares of 4 position(s).
What stocks is Paul Isaac buying now?
In the recent quarter Paul Isaac has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (CRBG) COREBRIDGE FINANCIAL INC (new buy), (BHVN) BIOHAVEN LTD (new buy), (RIG) TRANSOCEAN LTD (new buy), (ESAB) ESAB CORP (added shares +165.92%) and (MSFT) MICROSOFT CORP (new buy).
What does Paul Isaac invest in?
Paul Isaac's top 5 holdings (by % of portfolio) are (GEF.B) GREIF INC-CL B (19.91%), (LILAK) LIBERTY LATIN AMERIC-CL C (11.53%), (LEN.B) LENNAR CORP - B SHS (8.47%), (SNDA) SONIDA SENIOR LIVING INC (7.58%) and (SPWH) SPORTSMAN'S WAREHOUSE HOLDIN (7.49%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.