One name, GRAIL INC (GRAL), is 38.42% of what Paul Isaac's Arbiter Partners Capital Management reports for 2026 Q2, according to the 13F-HR/A filed with the SEC on September 15, 2026. The stake is 2.07M shares worth about $141.2M, the largest of 42 stock positions. Paul Isaac added 100% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for GRAL?
As of June 30, 2026, from the 13F-HR/A filed September 15, 2026.
| Value | |
|---|---|
| Portfolio weight | 38.42% |
| Shares | 2.07M |
| Reported value | $141.2M |
| Rank in portfolio | 1st of 42 |
| Next largest holding | GEF-B at 9.86% |
| Top three holdings | 54.47% of the book |
| Change this quarter | +100% shares |
How concentrated is Paul Isaac in GRAL?
GRAL at 38.42% is 16 times the average stock position in the Paul Isaac portfolio, which is 2%. The next largest holding is GEF-B at 9.86%. The three largest stocks together are 54.47% of the reported book. A quarter earlier GRAL was 36.27% of the book.
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. 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 was unchanged the quarter before. Every reported trade is on the Paul Isaac GRAL trade history page.
FAQ
What share of the Paul Isaac portfolio is GRAL?
GRAL is 38.42% of the Paul Isaac portfolio as of 2026 Q2, the largest of 42 stock positions.
What is the GRAL stake of Paul Isaac worth?
Paul Isaac holds 2.07M shares of GRAL, worth about $141.2M at June 30, 2026 prices, 38.42% of the reported portfolio.
What are the largest holdings of Paul Isaac?
The largest stock positions of Paul Isaac as of 2026 Q2 are GRAL (38.42%), GEF-B (9.86%) and CRBG (6.19%), together 54.47% of the book.
Did Paul Isaac's Arbiter Partners Capital Management change its GRAL position in 2026 Q2?
Paul Isaac added 100% to the share count in 2026 Q2.