Fund HoldingsArbiter Partners Capital Management LLC

Total Portfolio Value
$79.38M
Total Bought
$4.99M
Total Sold
$32.20M
Net Transaction
-$27.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SONIDA SENIOR LIVING INC(SNDA)508,788487,407-21,3816,36013,89217.50%+7,532
ARBOR REALTY TRUST INC(Put)236,000459,900+223,9003,5826,094+2,511
STEREOTAXIS INC2,755,6932,755,69304,8227,1929.06%+2,370
WALKER & DUNLOP INC(WD)(Put)7,50017,100+9,6008331,728+896
COREBRIDGE FINANCIAL INC(CRBD)78,55088,755+10,2051,7012,5503.21%+849
GREIF INC-CL B(GEF)199,063199,063013,14013,83917.43%+699
DOORDASH INC - A(DASH)(Put)04,900+4,9000675+675
MGIC INVESTMENT CORP(MTG)74,00074,00001,4271,6552.08%+227
LENNAR CORP - B SHS(LEN)7,6877,68701,0301,1851.49%+155
LINCOLN NATIONAL CORP(LNC)29,50029,50007969421.19%+146
SUNCOR ENERGY INC(SU)(Call)20,00020,0000641738+97
SIRIUSPOINT LTD(SPNT)85,74785,74709951,0901.37%+95
FIRST SEACOAST BANCORP INC90,00090,00006927540.95%+62
SHINHAN FINANCIAL GROUP-ADR(SHG)10,60010,60003263760.47%+50
NI HOLDINGS INC20,39220,39202653090.39%+44
SENECA FOODS CORP - CL B(SENEA)7,4007,40003824140.52%+32
INVITATION HOMES INC(INVH)(Put)18,00018,0000614641+27
SENECA FOODS CORP - CL A(SENEA)4,1904,19002202380.30%+19
RHINEBECK BANCORP INC12,52113,521+1,0001011140.14%+13
FMC CORP(FMC)(Put)12,30012,3000776784+8
DEVON ENERGY CORP(DVN)18,04416,400-1,6448178231.04%+6
CRESUD S.A.-SPONS ADR10,00010,098+9895900.11%-5
LOGAN RIDGE FINANCE CORP61,11361,11301,3821,3741.73%-7
CLIPPER REALTY INC22,61822,61801221090.14%-13
TEJON RANCH CO14,74214,74202542270.29%-26
OPPENHEIMER HOLDINGS-CL A(OPY)22,90022,90009469141.15%-32
LIBERTY LATIN AMERIC-CL A(LILA)161,981164,481+2,5001,1841,1461.44%-38
GREAT ELM GROUP INC851,321838,827-12,4941,6521,6112.03%-41
LABORATORY CRP OF AMER HLDGS8,1008,10001,8411,7702.23%-72
LIBERTY LATIN AMERIC-CL C(LILA)369,048369,04802,7092,5803.25%-129
SPORTSMAN'S WAREHOUSE HOLDIN41,1350-41,1351750-175
WESTROCK CO6,3720-6,3722650-265
PIEDMONT LITHIUM INC(Put)10,0000-10,0002820-282
FORTREA HOLDINGS INC(FTRE)8,1000-8,1002830-283
FIRST FINANCIAL NORTHWEST30,0000-30,0004040-404
COMMUNITY WEST BANCSHARES35,6690-35,6696200-620
WD-40 CO(WDFC)(Put)2,7000-2,7006450-645
F&G ANNUITIES & LIFE INC(FG)19,9480-19,9489180-918
BEYOND MEAT INC(Put)163,5000-163,5001,4550-1,455
ARK INNOVATION ETF(Put)
INNOVATION ETF
85,70060,500-25,2004,4883,030-1,458
JACKSON FINANCIAL INC-A(JXN)(Call)40,0000-40,0002,0480-2,048
NOBLE CORP PLC(NE)(Call)50,0000-50,0002,4080-2,408
TESLA INC(TSLA)(Put)32,40030,400-2,0008,0515,344-2,707
CLOROX COMPANY(CLX)(Put)31,5005,900-25,6004,492903-3,588
JACKSON FINANCIAL INC-A(JXN)70,5000-70,5003,6100-3,610
DIGITAL REALTY TRUST INC(DLR)(Put)59,50029,500-30,0008,0084,249-3,758
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