Paul Isaac's Arbiter Partners Capital Management bought 193K shares more of Greif Inc (GEF-B) in 2026 Q2, according to the 13F-HR/A filed with the SEC on September 15, 2026, a 99% increase in the share count. Paul Isaac now holds 388K shares worth about $36.3M, 9.86% of the portfolio against 11.58% a quarter earlier.
What did the 2026 Q2 filing report for GEF-B?
As of June 30, 2026, from the 13F-HR/A filed September 15, 2026.
| Before | After | |
|---|---|---|
| Shares | 195K | 388K |
| Shares added | +193K (99%) | |
| Reported value | $17.1M | $36.3M |
| Portfolio weight | 11.58% | 9.86% |
| Rank in portfolio | 2nd of 42 |
How much did Paul Isaac add to GEF-B?
Paul Isaac added 193K shares of GEF-B during 2026 Q2, taking the stake from 195K to 388K. The reported value of the position rose by about $19.2M, from about $17.1M to about $36.3M.
Where does GEF-B sit in the Paul Isaac portfolio?
GEF-B ranks 2nd of 42 stock positions in the Paul Isaac portfolio at 9.86%, above the fund's average stock position of 2%. The GEF-B addition was the 2nd 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 GEF-B?
Paul Isaac has held GEF-B since at least the quarter ended June 30, 2013, the start of the filings we track. The weight peaked at 27.46% in 2024 Q3. Last quarter the fund had trimmed it by 1%. Every reported trade is on the Paul Isaac GEF-B trade history page.
FAQ
How many GEF-B shares did Paul Isaac buy in 2026 Q2?
Paul Isaac added 193K shares of GEF-B, a 99% increase, to 388K shares.
What is the GEF-B position of Paul Isaac worth now?
The GEF-B position of Paul Isaac is worth about $36.3M at June 30, 2026 prices, 9.86% of the portfolio.
Is GEF-B a top holding of Paul Isaac?
GEF-B ranks 2nd of 42 stock positions in the Paul Isaac portfolio, at 9.86%.