Genworth Financial Inc (GNW) grew to 2.78% of Paul Isaac's Arbiter Partners Capital Management portfolio in 2026 Q2, from 2.68%, according to the 13F-HR/A filed with the SEC on September 15, 2026. The share count rose 122% to 1.08M shares, and the position is worth about $10.2M and ranks 10th of 42 stocks by weight.
What did the 2026 Q2 filing report for GNW?
As of June 30, 2026, from the 13F-HR/A filed September 15, 2026.
| Before | After | |
|---|---|---|
| Shares | 487K | 1.08M |
| Shares added | +593K (122%) | |
| Reported value | $4M | $10.2M |
| Portfolio weight | 2.68% | 2.78% |
| Rank in portfolio | 10th of 42 |
How much did Paul Isaac add to GNW?
Paul Isaac added 593K shares of GNW during 2026 Q2, taking the stake from 487K to 1.08M. The reported value of the position rose by about $6.3M, from about $4M to about $10.2M.
Where does GNW sit in the Paul Isaac portfolio?
GNW ranks 10th of 42 stock positions in the Paul Isaac portfolio at 2.78%, about the fund's average stock position of 2%. 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. The GNW addition was the 10th largest of the quarter's 45 position changes by percent change to portfolio. 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 GNW?
Paul Isaac first reported GNW in the quarter ended March 31, 2025. The weight peaked at 2.97% in 2025 Q3. The share count had been unchanged the quarter before. Every reported trade is on the Paul Isaac GNW trade history page.
FAQ
How many GNW shares did Paul Isaac buy in 2026 Q2?
Paul Isaac added 593K shares of GNW, a 122% increase, to 1.08M shares.
What is the GNW position of Paul Isaac worth now?
The GNW position of Paul Isaac is worth about $10.2M at June 30, 2026 prices, 2.78% of the portfolio.
Is GNW a top holding of Paul Isaac?
GNW ranks 10th of 42 stock positions in the Paul Isaac portfolio, at 2.78%.