Paul Isaac's Arbiter Partners Capital Management bought 109K shares more of CBL & Associates Properties Inc (CBL) in 2026 Q2, according to the 13F-HR/A filed with the SEC on September 15, 2026, a 100% increase in the share count. Paul Isaac now holds 218K shares worth about $11.6M, 3.16% of the portfolio against 2.85% a quarter earlier.
What did the 2026 Q2 filing report for CBL?
As of June 30, 2026, from the 13F-HR/A filed September 15, 2026.
| Before | After | |
|---|---|---|
| Shares | 109K | 218K |
| Shares added | +109K (100%) | |
| Reported value | $4.2M | $11.6M |
| Portfolio weight | 2.85% | 3.16% |
| Rank in portfolio | 6th of 42 |
How much did Paul Isaac add to CBL?
Paul Isaac added 109K shares of CBL during 2026 Q2, taking the stake from 109K to 218K. The reported value of the position rose by about $7.4M, from about $4.2M to about $11.6M.
Where does CBL sit in the Paul Isaac portfolio?
CBL ranks 6th of 42 stock positions in the Paul Isaac portfolio at 3.16%, above the fund's average stock position of 2%. The CBL addition was the 9th 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.
How long has Paul Isaac held CBL?
Paul Isaac first reported CBL in the quarter ended December 31, 2015. The fund sold out of the name in 2016 Q3 and came back in 2025 Q3. The current weight is the highest the fund has reported for the name. Last quarter the fund had trimmed it by 9%. Every reported trade is on the Paul Isaac CBL trade history page.
FAQ
How many CBL shares did Paul Isaac buy in 2026 Q2?
Paul Isaac added 109K shares of CBL, a 100% increase, to 218K shares.
What is the CBL position of Paul Isaac worth now?
The CBL position of Paul Isaac is worth about $11.6M at June 30, 2026 prices, 3.16% of the portfolio.
Is CBL a top holding of Paul Isaac?
CBL ranks 6th of 42 stock positions in the Paul Isaac portfolio, at 3.16%.