Paul Isaac's Arbiter Partners Capital Management increased its GRAIL INC (GRAL) position by 100% in 2026 Q2, according to the 13F-HR/A filed with the SEC on September 15, 2026. The stake went from 1.03M to 2.07M shares, worth about $141.2M, and from 36.27% to 38.42% of the reported portfolio.
What did the 2026 Q2 filing report for GRAL?
As of June 30, 2026, from the 13F-HR/A filed September 15, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.03M | 2.07M |
| Shares added | +1.03M (100%) | |
| Reported value | $53.5M | $141.2M |
| Portfolio weight | 36.27% | 38.42% |
| Rank in portfolio | 1st of 42 |
How much did Paul Isaac add to GRAL?
Paul Isaac added 1.03M shares of GRAL during 2026 Q2, taking the stake from 1.03M to 2.07M. The reported value of the position rose by about $87.8M, from about $53.5M to about $141.2M.
Where does GRAL sit in the Paul Isaac portfolio?
GRAL is the largest of 42 stock positions in the Paul Isaac portfolio at 38.42%, above the fund's average stock position of 2%. The GRAL addition was the largest of the quarter's 45 position changes by percent change to portfolio. 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 GRAL?
Paul Isaac first reported GRAL in the quarter ended June 30, 2024. The weight peaked at 47.7% in 2025 Q4. The share count had been unchanged the quarter before. Every reported trade is on the Paul Isaac GRAL trade history page.
FAQ
How many GRAL shares did Paul Isaac buy in 2026 Q2?
Paul Isaac added 1.03M shares of GRAL, a 100% increase, to 2.07M shares.
What is the GRAL position of Paul Isaac worth now?
The GRAL position of Paul Isaac is worth about $141.2M at June 30, 2026 prices, 38.42% of the portfolio.
Is GRAL a top holding of Paul Isaac?
Yes. GRAL is the largest stock position in the Paul Isaac portfolio, at 38.42%.