0001062993-18-000776.txt : 20180214 0001062993-18-000776.hdr.sgml : 20180214 20180214095249 ACCESSION NUMBER: 0001062993-18-000776 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Arbiter Partners Capital Management LLC CENTRAL INDEX KEY: 0001513193 IRS NUMBER: 273380922 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14499 FILM NUMBER: 18608105 BUSINESS ADDRESS: STREET 1: 530 FIFTH AVENUE, 20TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-650-4660 MAIL ADDRESS: STREET 1: 530 FIFTH AVENUE, 20TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 FORMER COMPANY: FORMER CONFORMED NAME: Fort Hoosac Management, LLC DATE OF NAME CHANGE: 20110215 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001513193 XXXXXXXX 12-31-2017 12-31-2017 Arbiter Partners Capital Management LLC

530 FIFTH AVENUE, 20TH FLOOR NEW YORK NY 10036

13F HOLDINGS REPORT 028-14499 N Paul J. Isaac 212-650-4670 Paul J. Isaac New York NY 02-14-2018 4 70 897998 false 1 Broken Clock Management LLC 2 Arbiter Partners QP LP 4 Arbiter Partners Offshore LTD 3 Arbiter Partners LP INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 235 1000 SH DFND 1, 2, 3, 4 1000 0 0 AEGEAN MARINE PETROLEUM NETW COM Y0017S102 7646 1778132 SH DFND 1, 2, 3, 4 1778132 0 0 ALIGN TECHNOLOGY INC COM 016255101 4444 20000 SH Put DFND 1, 2, 3, 4 0 0 20000 AMREP CORP COM 032159105 794 113095 SH DFND 1, 2, 3, 4 113095 0 0 ANTERO RESOURCES CORP COM 03674X106 1486 78200 SH DFND 1, 2, 3, 4 78200 0 0 APOLLO GLOBAL MANAGEMENT - A COM 037612306 502 15000 SH DFND 1, 2, 3, 4 15000 0 0 BLACKSTONE GROUP LP/THE COM 09253U108 640 20000 SH DFND 1, 2, 3, 4 20000 0 0 BURLINGTON STORES INC COM 122017106 2461 20000 SH Put DFND 1, 2, 3, 4 0 0 20000 CAPITAL SENIOR LIVING CORP COM 140475104 60985 4520769 SH DFND 1, 2, 3, 4 4520769 0 0 CIT GROUP INC COM 125581801 6911 140392 SH DFND 1, 2, 3, 4 140392 0 0 CIT GROUP INC COM 125581801 12278 249400 SH Call DFND 1, 2, 3, 4 0 0 249400 CITIZENS COMMUNITY BANCORP I COM 174903104 1612 119389 SH DFND 1, 2, 3, 4 119389 0 0 CLEAR CHANNEL OUTDOOR-CL A COM 18451C109 230 50000 SH DFND 1, 2, 3, 4 50000 0 0 CLIPPER REALTY INC COM 18885T306 7363 737060 SH DFND 1, 2, 3, 4 737060 0 0 CONDUENT INC COM 206787103 7339 454121 SH DFND 1, 2, 3, 4 454121 0 0 COWEN INC COM 223622606 21101 1545839 SH DFND 1, 2, 3, 4 1545839 0 0 DILLARDS INC-CL A COM 254067101 5404 90000 SH Call DFND 1, 2, 3, 4 0 0 90000 DEVON ENERGY CORP COM 25179M103 2711 65490 SH DFND 1, 2, 3, 4 65490 0 0 DEVON ENERGY CORP COM 25179M103 7245 175000 SH Call DFND 1, 2, 3, 4 0 0 175000 EQUITABLE FINANCIAL CORP COM 29448T105 1761 161600 SH DFND 1, 2, 3, 4 161600 0 0 ERIE INDEMNITY COMPANY-CL A COM 29530P102 1109 9099 SH DFND 1, 2, 3, 4 9099 0 0 FIRST NORTHWEST BANCORP COM 335834107 3516 215726 SH DFND 1, 2, 3, 4 215726 0 0 FIVE BELOW COM 33829M101 2653 40000 SH Put DFND 1, 2, 3, 4 0 0 40000 FRONTIER COMMUNICATIONS CORP COM 35906A306 426 63000 SH Put DFND 1, 2, 3, 4 0 0 63000 GAMESTOP CORP-CLASS A COM 36467W109 2118 118000 SH DFND 1, 2, 3, 4 118000 0 0 GAMESTOP CORP-CLASS A COM 36467W109 1436 80000 SH Call DFND 1, 2, 3, 4 0 0 80000 GLOBALSTAR INC COM 378973408 137 104880 SH DFND 1, 2, 3, 4 104880 0 0 GREAT ELM CAPITAL GROUP INC COM 39036P209 4658 1150000 SH DFND 1, 2, 3, 4 1150000 0 0 GREIF INC-CL B COM 397624206 50966 734915 SH DFND 1, 2, 3, 4 734915 0 0 HALCON RESOURCES CORP COM 40537Q605 16897 2232123 SH DFND 1, 2, 3, 4 2232123 0 0 HAMILTON BANCORP INC/MD COM 407015106 184 11960 SH DFND 1, 2, 3, 4 11960 0 0 HENNESSY ADVISORS INC COM 425885100 265 15995 SH DFND 1, 2, 3, 4 15995 0 0 ICC HOLDINGS INC COM 44931Q104 379 23265 SH DFND 1, 2, 3, 4 23265 0 0 INTELSAT SA COM L5140P101 20228 5967034 SH DFND 1, 2, 3, 4 5967034 0 0 IRON MOUNTAIN INC COM 46284V101 10942 290000 SH Put DFND 1, 2, 3, 4 0 0 290000 ISHARES RUSSELL 2000 ETF COM 464287655 38115 250000 SH Put DFND 1, 2, 3, 4 0 0 250000 JBG SMITH PROPERTIES COM 46590V100 20008 576100 SH DFND 1, 2, 3, 4 576100 0 0 JMP GROUP LLC COM 46629U107 132 23589 SH DFND 1, 2, 3, 4 23589 0 0 KENTUCKY FIRST FEDERAL BANCO COM 491292108 611 68283 SH DFND 1, 2, 3, 4 68283 0 0 KKR & CO LP COM 48248M102 253 12000 SH DFND 1, 2, 3, 4 12000 0 0 LAKE SHORE BANCORP INC COM 510700107 3445 200877 SH DFND 1, 2, 3, 4 200877 0 0 LENNAR CORP - B SHS COM 526057302 14323 277141 SH DFND 1, 2, 3, 4 277141 0 0 LONESTAR RESOURCES US I-CL A COM 54240F103 51 12726 SH DFND 1, 2, 3, 4 12726 0 0 MCKESSON CORP COM 58155Q103 13724 88000 SH DFND 1, 2, 3, 4 88000 0 0 MCKESSON CORP COM 58155Q103 4367 28000 SH Call DFND 1, 2, 3, 4 0 0 28000 MOTOROLA SOLUTIONS INC COM 620076307 96980 1073500 SH Put DFND 1, 2, 3, 4 0 0 1073500 MVC CAPITAL INC COM 553829102 2015 190854 SH DFND 1, 2, 3, 4 190854 0 0 NEW SENIOR INVESTMENT GROUP COM 648691103 3346 442628 SH DFND 1, 2, 3, 4 442628 0 0 NI HOLDINGS INC COM 65342T106 2502 147364 SH DFND 1, 2, 3, 4 147364 0 0 NOBLE ENERGY INC COM 655044105 284 9756 SH DFND 1, 2, 3, 4 9756 0 0 NORTHERN DYNASTY MINERALS COM 66510M204 3319 1875263 SH DFND 1, 2, 3, 4 1875263 0 0 OCONEE FEDERAL FINANCIAL COR COM 675607105 1246 43399 SH DFND 1, 2, 3, 4 43399 0 0 OTTAWA BANCORP INC COM 689195105 218 15119 SH DFND 1, 2, 3, 4 15119 0 0 PB BANCORP INC COM 70454T100 2145 199492 SH DFND 1, 2, 3, 4 199492 0 0 PITNEY BOWES INC COM 724479100 11442 1023426 SH DFND 1, 2, 3, 4 1023426 0 0 SEABRIDGE GOLD INC COM 811916105 8951 792168 SH DFND 1, 2, 3, 4 792168 0 0 SEALED AIR CORP COM 81211K100 1485 30114 SH DFND 1, 2, 3, 4 30114 0 0 SENECA FOODS CORP - 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