13GD Ownership Change: Paul J. Isaac’s Arbiter Partners Capital Management Llc Just Disclosed New Capital Senior Living Corp Position

13GD Ownership Change: Paul J. Isaac's Arbiter Partners Capital Management Llc Just Disclosed New Capital Senior Living Corp Position

The New Paul J. Isaac’s Arbiter Partners Capital Management Llc Holding in Capital Senior Living Corp

Arbiter Partners Capital Management Llc filed with the SEC SC 13D form for Capital Senior Living Corp. The form can be accessed here: 000106299316012037. As reported in Paul J. Isaac’s Arbiter Partners Capital Management Llc’s form, the filler as of late owns 9.9% or 2,974,700 shares of the Health Care–company.

Capital Senior Living Corp stake is a new one for the for the hedge fund and it was filed because of activity on November 4, 2016. We feel this shows Paul J. Isaac’s Arbiter Partners Capital Management Llc’s positive view for the stock. For a hedge fund managing $1.06 billion in assets and having 14+ active experts, we at Financialmagazine have no doubt the buy is a bullish signal.

The hedge fund is active investor in the Health Care sector. In the manager’s last 13-F, we saw 12% of Paul J. Isaac’s Arbiter Partners Capital Management Llc’s US equities portfolio is in this sector.

Reasons Why Paul J. Isaac’s Arbiter Partners Capital Management Llc Bought – Capital Senior Living Corp Stock

Item 4. Purpose of Transaction

Each of the Reporting Entities acquired beneficial ownership ofthe shares of Common Stock to which this Statement relates in the ordinarycourse of business in order to obtain a significant equity position in the Company, the Common Stock of which, in the opinion of theReporting Entities, represented an attractive investment opportunity whenpurchased.

Page 4

Representatives of the Reporting Entities have engaged, and maycontinue to engage, in discussions with representative of the Company, otherstockholders of the Company, and other persons concerning, among other things,the business, operations, corporate governance, management, and strategicdirection of the Company.

None of the Reporting Entities has any present plans orproposals that relate to or would result in any of the actions specified inparagraphs (a) through (j) of Item 4 of Schedule 13D, except as set forthherein. The Reporting Entities intend to review their investment in the Companyon a continuing basis. Depending on various factors including, withoutlimitation, the actions taken by management and the Board of Directors of theCompany, the Company’s financial position and strategic direction, the pricelevels of the shares of Common Stock, other investment opportunities availableto the Reporting Entities, conditions in the securities markets, and generaleconomic and industry conditions, the Reporting Entities may in the future takesuch actions with respect to their investment in the Company as they deemappropriate including, without limitation, making proposals to the Companyconcerning changes to the capitalization, ownership structure or operations ofthe Company, purchasing additional shares of Common Stock, selling some or allof their shares of Common Stock, engaging in short selling of or any hedging orsimilar transactions with respect to the Common Stock, seeking representation onthe Board of Directors of the Company, and/or otherwise changing their intentionwith respect to any or all matters referred to in paragraphs (a) through (j) ofItem 4 of Schedule 13D.

The Reporting Entities reserve the right to change theirintention with respect to any or all of the matters referred to in this Item 4.

Capital Senior Living Corp Institutional Sentiment

Latest Security and Exchange filings show 101 investors own Capital Senior Living Corp. The institutional ownership in Q3 2015 is high, at 123.82% of the outstanding shares. This is increased by 10344109 the total institutional shares. 37145360 were the shares owned by these institutional investors. In total 9 funds opened new Capital Senior Living Corp stakes, 44 increased stakes. There were 9 that closed positions and 34 reduced them.

6 managers had the stock in their top Ten. Notable investors are: Lucus Advisors Llc, Mountain Lake Investment Management Llc, Arbiter Partners Capital Management Llc, Ack Asset Management Llc..

First Washington Corp is an institutional investor bullish on Capital Senior Living Corp, owning 211500 shares as of Q3 2015 for 2.56% of its portfolio. Richard S. Meisenberg Ack Asset Management Llc owns 726000 shares or 6.09% of its portfolio. NY Arbiter Partners Capital Management Llc have 4.60% of their stock portfolio for 2339825 shares. Further, Mountain Lake Investment Management Llc reported stake worth 9.05% of its US stock portfolio. The NY Red Alder Llc owns 1469516 shares. Capital Senior Living Corp is 16.42% of the manager’s US portfolio.

Business Profile

Capital Senior Living Corporation is an operator of senior living communities in the United States in terms of resident capacity. The Company operates over 10 senior living communities in approximately 20 states, including over 70 senior living communities, which the Company owns and over 50 senior living communities the Company leases. The Company also operates a home care agency. The Company provides senior living services to the elderly, including independent living and assisted living services, and also provides home care services at one of its communities. The Company also fosters the wellness of its residents by offering access to health screenings, such as blood pressure checks; periodic special services, such as influenza inoculations; dietary and similar programs, as well as ongoing exercise and fitness classes. It offers a range of assisted living care and services, including personal care services, around the clock staffing, support services and supplemental services.

SEC Form 13D is filed within 10 days, by anyone who acquires beneficial ownership of 5%+ of any public firm. Activist investors and practices such as: company breakups, hostile takeovers, and change of control events, are permitted for this form filers. A filer must promptly update its 13D filing in case of acquisition or disposition of 1% or more of the securities that are the subject of the filing.

Paul J. Isaac’s Arbiter Partners Capital Management Llc website.

Insitutional Activity: The institutional sentiment decreased to 1 in Q2 2016. Its down 0.65, from 1.65 in 2016Q1. The ratio fall, as 8 funds sold all Capital Senior Living Corporation shares owned while 37 reduced positions. 10 funds bought stakes while 35 increased positions. They now own 26.63 million shares or 3.65% less from 27.64 million shares in 2016Q1.

California State Teachers Retirement Sys has 58,995 shares for 0% of their US portfolio. American Int Grp last reported 0% of its portfolio in the stock. Williams Jones & Associate Limited Co accumulated 0.05% or 61,670 shares. Altrinsic Advisors Ltd Liability Corporation, a Connecticut-based fund reported 256,007 shares. Hatteras Funds Limited Liability Company accumulated 11,654 shares or 1.15% of the stock. Geode Cap Lc last reported 185,085 shares in the company. Advisory Rech Inc holds 778,644 shares or 0.24% of its portfolio. The Connecticut-based Paloma Prtnrs has invested 0% in Capital Senior Living Corporation (NYSE:CSU). Coe Capital Mngmt Limited Liability owns 227,400 shares or 0% of their US portfolio. Art Ltd Company owns 15,082 shares or 0.01% of their US portfolio. Teacher Retirement Systems Of Texas, a Texas-based fund reported 3,710 shares. Moreover, Tiaa Cref Inv Management Lc has 0% invested in Capital Senior Living Corporation (NYSE:CSU) for 107,763 shares. Parallax Volatility Advisers Ltd Partnership holds 0% of its portfolio in Capital Senior Living Corporation (NYSE:CSU) for 87,329 shares. Peak6 Investments Lp last reported 23,768 shares in the company. Tfs Cap Limited Liability, a Pennsylvania-based fund reported 13,894 shares.

Insider Transactions: Since May 27, 2016, the stock had 0 insider purchases, and 3 sales for $1.60 million net activity. Another trade for 80,000 shares valued at $1.53M was made by COHEN LAWRENCE A on Tuesday, June 7. $18,130 worth of Capital Senior Living Corporation (NYSE:CSU) was sold by HOLLISTER ROBERT F on Friday, May 27. 3,147 shares were sold by Boemer Greg, worth $59,038 on Thursday, June 9.

The stock decreased 0.39% or $0.05 on November 4, hitting $12.87. Capital Senior Living Corporation (NYSE:CSU) has declined 28.26% since April 5, 2016 and is downtrending. It has underperformed by 30.22% the S&P500.

Capital Senior Living Corporation is an operator of senior living communities in the United States in terms of resident capacity. The company has a market cap of $386.08 million. The Firm operates over 10 senior living communities in approximately 20 states, including over 70 senior living communities, which the Company owns and over 50 senior living communities the Company leases. It currently has negative earnings. The Firm also operates a home care agency.

Capital Senior Living Corporation (NYSE:CSU) Ratings Coverage

Out of 2 analysts covering Capital Senior (NYSE:CSU), 2 rate it a “Buy”, 0 “Sell”, while 0 “Hold”. This means 100% are positive. $26 is the highest target while $25 is the lowest. The $25 average target is 94.25% above today’s ($12.87) stock price. Capital Senior has been the topic of 3 analyst reports since September 4, 2015 according to StockzIntelligence Inc. The rating was maintained by JMP Securities with “Market Outperform” on Wednesday, August 24. The rating was initiated by Sidoti with “Buy” on Friday, September 4.

More important recent Capital Senior Living Corporation (NYSE:CSU) news were published by: Businesswire.com which released: “Capital Senior Living Corporation Reports Third Quarter 2016 Results” on November 01, 2016, also Bloomberg.com published article titled: “Capital Senior Living Urged to Seek Sale by Activist Red Alder”, Businesswire.com published: “Capital Senior Living Corporation and Lucus Advisors LLC Reach Agreement” on March 21, 2016. More interesting news about Capital Senior Living Corporation (NYSE:CSU) was released by: Businesswire.com and their article: “Capital Senior Living Corporation Announces Release Date for Third Quarter …” with publication date: October 18, 2016.

According to Zacks Investment Research, “Capital Senior Living Corporation is one of the largest providers of senior living services in the United States. The Company currently owns interests in and/or operates 33 communities in 17 states with a capacity of approximately 5,000 residents, including 17 communities in which it owns interests, 15 communities that it manages for third parties. The Company also operates one home health care agency.”

CSU Company Profile

Capital Senior Living Corporation, incorporated on October 25, 1996, is an operator of senior living communities in the United States in terms of resident capacity. The Firm operates over 12 senior living communities in approximately 20 states with an aggregate capacity of approximately 15,400 residents, including over 70 senior living communities, which the Company owns and over 50 senior living communities the Company leases. The Firm also operates a home care agency. The Firm provides senior living services to the elderly, including independent living and assisted living services, and also provides home care services at one of its communities. The Company’s continuum of care integrates independent living and assisted living and is bridged by home care through independent home care agencies or the Company’s home care agency, sustains residents’ autonomy and independence based on their physical and mental abilities.

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