Sonida Senior Living Inc (SNDA) grew to 3.11% of Paul Isaac's Arbiter Partners Capital Management portfolio in 2026 Q2, from 3.29%, according to the 13F-HR/A filed with the SEC on September 15, 2026. The share count rose 84% to 280K shares, and the position is worth about $11.4M and ranks 7th of 42 stocks by weight.
What did the 2026 Q2 filing report for SNDA?
As of June 30, 2026, from the 13F-HR/A filed September 15, 2026.
| Before | After | |
|---|---|---|
| Shares | 152K | 280K |
| Shares added | +128K (84%) | |
| Reported value | $4.9M | $11.4M |
| Portfolio weight | 3.29% | 3.11% |
| Rank in portfolio | 7th of 42 |
How much did Paul Isaac add to SNDA?
Paul Isaac added 128K shares of SNDA during 2026 Q2, taking the stake from 152K to 280K. The reported value of the position rose by about $6.6M, from about $4.9M to about $11.4M.
Where does SNDA sit in the Paul Isaac portfolio?
SNDA ranks 7th of 42 stock positions in the Paul Isaac portfolio at 3.11%, above the fund's average stock position of 2%. The SNDA addition was the 12th 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 SNDA?
Paul Isaac has held SNDA since at least the quarter ended June 30, 2013, the start of the filings we track. The weight peaked at 25.17% in 2024 Q1. Last quarter the fund had cut the position by 17%, so the add reverses the prior move. Every reported trade is on the Paul Isaac SNDA trade history page.
FAQ
How many SNDA shares did Paul Isaac buy in 2026 Q2?
Paul Isaac added 128K shares of SNDA, a 84% increase, to 280K shares.
What is the SNDA position of Paul Isaac worth now?
The SNDA position of Paul Isaac is worth about $11.4M at June 30, 2026 prices, 3.11% of the portfolio.
Is SNDA a top holding of Paul Isaac?
SNDA ranks 7th of 42 stock positions in the Paul Isaac portfolio, at 3.11%.