Paul Isaac's Arbiter Partners Capital Management increased its SIRIUSPOINT LTD (SPNT) position by 142% in 2026 Q2, according to the 13F-HR/A filed with the SEC on September 15, 2026. The stake went from 201K to 485K shares, worth about $11.6M, and from 2.93% to 3.17% of the reported portfolio.
What did the 2026 Q2 filing report for SPNT?
As of June 30, 2026, from the 13F-HR/A filed September 15, 2026.
| Before | After | |
|---|---|---|
| Shares | 201K | 485K |
| Shares added | +284K (142%) | |
| Reported value | $4.3M | $11.6M |
| Portfolio weight | 2.93% | 3.17% |
| Rank in portfolio | 5th of 42 |
How much did Paul Isaac add to SPNT?
Paul Isaac added 284K shares of SPNT during 2026 Q2, taking the stake from 201K to 485K. The reported value of the position rose by about $7.3M, from about $4.3M to about $11.6M.
Where does SPNT sit in the Paul Isaac portfolio?
SPNT ranks 5th of 42 stock positions in the Paul Isaac portfolio at 3.17%, above 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 SPNT addition was the 7th 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 SPNT?
Paul Isaac first reported SPNT in the quarter ended September 30, 2014. The fund sold out of the name in 2021 Q2 and came back in 2021 Q4. The weight peaked at 5.2% in 2024 Q4. The share count had been unchanged the quarter before. Every reported trade is on the Paul Isaac SPNT trade history page.
FAQ
How many SPNT shares did Paul Isaac buy in 2026 Q2?
Paul Isaac added 284K shares of SPNT, a 142% increase, to 485K shares.
What is the SPNT position of Paul Isaac worth now?
The SPNT position of Paul Isaac is worth about $11.6M at June 30, 2026 prices, 3.17% of the portfolio.
Is SPNT a top holding of Paul Isaac?
SPNT ranks 5th of 42 stock positions in the Paul Isaac portfolio, at 3.17%.