Arbiter Partners Capital Management LLC GRAL — GRAIL INC

Ownership history in Arbiter Partners Capital Management LLC  ·  7 quarters on record

AI Ownership Summary

Arbiter Partners Capital Management LLC reported GRAIL INC (GRAL) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 46.99% in 2025 Q2. The latest visible filing shows GRAL at 43.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GRAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arbiter Partners Capital Management LLC's position in GRAIL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GRAL was reported at 43.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
46.99% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GRAL stock page Arbiter Partners Capital Management LLC fund profile Arbiter Partners Capital Management LLC full holdings
How Arbiter Partners Capital Management LLC held GRAL — position size vs. price
% of Fund (quarterly)    GRAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 1,035,597 -300 -0.0% 43.20% $88.6M 2026-02-14 (Est.) $97.50
2025 Q3 REDUCED — — — 1,035,897 -2,001 -0.2% 36.58% $61.3M 2025-11-12 $84.77
2025 Q2 ADDED — — — 1,037,898 +12,856 +1.3% 46.99% $53.4M 2025-08-14 $32.18
2025 Q1 ADDED — — — 1,025,042 +194,400 +23.4% 18.92% $26.2M 2025-05-13 $42.89
2024 Q4 ADDED — — — 830,642 +561,534 +208.7% 9.16% $14.8M 2025-02-13 $52.58
2024 Q3 ADDED — — — 269,108 +129,108 +92.2% 3.26% $3.7M 2024-11-13 $15.92
2024 Q2 INITIATED — — — 140,000 — — 2.15% $2.2M 2024-08-13 $15.84

🏢 Other funds also holding GRAL

As of 2026 Q1 — sorted by position size

Slow Capital, Inc. 3Y 7Y 1.53% Legal Advantage Investments, Inc. 3Y 1.19% Bayforest Capital Ltd 0.42% Green Alpha Advisors, LLC 3Y 0.26% Bouvel Investment Partners, LLC 3Y 0.24% Douglas Lane & Associates, LLC 3Y 7Y 0.12% Crown Wealth Group, LLC 3Y 0.12% Westmount Partners, LLC 0.11% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.05% Perigon Wealth Management, LLC 3Y 7Y 0.02%

FAQ About Arbiter Partners Capital Management LLC and GRAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arbiter Partners Capital Management LLC reported owning GRAL?

Arbiter Partners Capital Management LLC reported GRAL across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported GRAL position in Arbiter Partners Capital Management LLC's portfolio?

The largest reported portfolio weight for GRAL was 46.99% in 2025 Q2.

What is the latest reported GRAL position on this page?

The most recent filing on this page is 2025 Q4, when Arbiter Partners Capital Management LLC reported 1,035,597 shares, equal to 43.20% of portfolio, with an estimated market value of $88.6M.

What does the chart on this GRAL ownership page compare?

The chart compares Arbiter Partners Capital Management LLC's quarterly GRAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arbiter Partners Capital Management LLC time their GRAL position?

Based on 13F filing dates vs. subsequent GRAL price moves, Arbiter Partners Capital Management LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on GRAL relative to SPY over the holding period was +226.4%.

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