Paul Isaac's Arbiter Partners Capital Management reopened a position in Arvinas Inc (ARVN) in 2026 Q2, after 1 quarter out, according to the 13F-HR/A filed with the SEC on September 15, 2026. At quarter-end prices the stake was worth about $4.9M, or 1.33% of the reported portfolio. ARVN enters the book as the 18th largest of 42 stock positions.
What did the 2026 Q2 filing report for ARVN?
As of June 30, 2026, from the 13F-HR/A filed September 15, 2026.
| Value | |
|---|---|
| Shares | 589K |
| Reported value | $4.9M |
| Portfolio weight | 1.33% |
| Rank in portfolio | 18th of 42 |
| Sold out in | 2026 Q1 |
| Out for | 1 quarter |
How big is the returning ARVN position?
Paul Isaac opened 5 stock positions in 2026 Q2; ARVN is the 3rd largest of them by weight. An average stock position in the Paul Isaac portfolio is 2% of the reported value, so the new name starts below the fund's typical size.
Where does ARVN sit in the Paul Isaac portfolio?
ARVN ranks 18th of 42 stock positions in the Paul Isaac portfolio at 1.33%, below the fund's average stock position of 2%. The ARVN purchase was the 14th largest of the quarter's 45 position changes by percent change to portfolio. The largest stock position is GRAL at 38.42%. Next come GEF-B at 9.86% and CRBG at 6.19%. The three largest stocks together are 54.47% of the book. Across the 2026 Q2 portfolio, Paul Isaac reported 42 stock positions, with 5 opened and 3 closed. The total portfolio value is about $367.5M, up 149% from the prior quarter.
When did Paul Isaac hold ARVN before?
Paul Isaac held ARVN before. The fund first reported the name in the quarter ended September 30, 2025, sold out in 2026 Q1 and is back after 1 quarter out. The weight peaked at 2.89% in 2025 Q4. Every reported trade is on the Paul Isaac ARVN trade history page.
FAQ
How many ARVN shares does Paul Isaac hold?
Paul Isaac holds 589K shares of ARVN as of June 30, 2026, worth about $4.9M.
What is ARVN's weight in the Paul Isaac portfolio?
ARVN is 1.33% of the Paul Isaac portfolio and ranks 18th of 42 stocks by weight.
Has Paul Isaac owned ARVN before?
Yes. Paul Isaac held ARVN before. The fund first reported the name in the quarter ended September 30, 2025, sold out in 2026 Q1 and is back after 1 quarter out.