ARBITER PARTNERS CAPITAL MANAGEMENT LLC Information

11 E 44TH STREET, SUITE 700, NEW YORK, New York, 10017, (212) 452-9119

Report Date: 03/31/2014

Position Statistics

Total Positions 92
New Positions 11
Increased Positions 32
Decreased Positions 18
Positions with Activity 50
Sold Out Positions 6
Total Mkt Value (in $ millions) 370

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 14.04%
Capital Goods 6.99%
Conglomerates
Consumer Cyclical 0.2%
Consumer/Non-Cyclical 0.3%
Energy 4.35%
Financial 34.88%
Healthcare 11.99%
Services 11.65%
Technology 13.96%
Transportation
Utilities

50 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GREIF INC CL B 47,819 226 .48 845,459
ASSURED GUARANTY LTD COM 32,310 6,006 22.83 1,412,769
XEROX CORP COM 20,470 941 4.82 1,609,300
EQUINIX INC COM NEW 16,342 15,433 1,697.67 77,300
NATIONAL WESTN LIFE INS CO CL A 14,700 53 .37 58,576
AMBAC FINL GROUP INC COM NEW 12,748 -6,227 (32.82) 553,057
CITIGROUP INC COM NEW 9,729 4,700 93.46 207,000
AMERICAN RLTY CAP PPTYS INC COM 7,636 7,636 New 602,700
LORAL SPACE & COMMUNICATNS INC COM 6,933 -597 (7.93) 95,600
DEVON ENERGY CORP NEW COM 6,563 -31 (0.47) 85,090
LENNAR CORP CL B 6,480 37 .58 191,874
CLEAR CHANNEL OUTDOOR HLDGS IN CL A 4,295 -583 (11.96) 550,694
INTELSAT S A COM 3,732 3,732 New 198,400
SEALED AIR CORP NEW COM 3,678 -840 (18.59) 110,657
WRIGHT MED GROUP INC RT 3,119 875 38.99 1,834,806
INTERVEST BANCSHARES CORP COM 2,771 134 5.07 364,549
LAKE SHORE BANCORP INC COM 2,366 2 .11 191,893
PUBLIC STORAGE COM 1,080 1,080 New 6,306
LIBERTY INTERACTIVE CORP LBT VENT COM A 1,046 1,046 New 14,298
EXXON MOBIL CORP COM 916 610 200 9,000


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