# EDGAR Filing Document

**Accession Number:** 0001733755
**File Stem:** 0001172661-26-000541
**Filing Date:** 2026-2
**Character Count:** 15193
**Document Hash:** 22a0524a172804332cdc81a3509e7d5a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-000541.hdr.sgml**: 20260209

**ACCESSION NUMBER**: 0001172661-26-000541

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260209

**DATE AS OF CHANGE**: 20260209

**EFFECTIVENESS DATE**: 20260209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Arnhold LLC
- **CENTRAL INDEX KEY:** 0001733755

**ORGANIZATION NAME:**
- **EIN:** 822655529
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18751
- **FILM NUMBER:** 26610909

**BUSINESS ADDRESS:**
- **STREET 1:** 1370 AVENUE OF THE AMERICAS
- **STREET 2:** 31ST FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019-4602
- **BUSINESS PHONE:** (212) 651-3700

**MAIL ADDRESS:**
- **STREET 1:** 1370 AVENUE OF THE AMERICAS
- **STREET 2:** 31ST FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019-4602

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Arnhold LLC<br>**Address:** 1370 Avenue Of The Americas<br>31st Floor<br>New York, NY 10019-4602

**Form 13F File Number:** 028-18751

**CRD Number (if applicable):** 000290117

**SEC File Number (if applicable):** 801-112065

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Tim Tabor<br>**Title:** Managing Director<br>**Phone:** 212-651-3712

**Signature, Place, and Date of Signing:**

Tim Tabor  New York, NY  02-09-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 114

**Form 13F Information Table Value Total:** $1318404951

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                            | Form 13F File Number   |   CRD Number | SEC File Number   |
|---:|:---|:---|---:|:---|
|     1 | GREENHAVEN ASSOCIATES INC       | 028-02408              |    000104729 | 801-31678         |
|     2 | AMERICAN CAPITAL MANAGEMENT INC | 028-11313              |    000110861 | 801-15254         |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADT INC DEL | COM | 00090Q103 |  | 12682174 | 1571521 | SH |  | SOLE |  | 1571521 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 22094883 | 150736 | SH |  | SOLE |  | 150736 | 0 | 0 |
| ALLBIRDS INC | CL A NEW | 01675A208 |  | 53587 | 13070 | SH |  | SOLE |  | 13070 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 58705341 | 187557 | SH |  | SOLE |  | 187557 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2093046 | 6670 | SH |  | SOLE |  | 6670 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 864900 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 3989724 | 17285 | SH |  | SOLE |  | 17285 | 0 | 0 |
| AMPLIFY ETF TR | AMPLIFY ETHO CLI | 032108557 |  | 758133 | 11610 | SH |  | SOLE |  | 11610 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 8080767 | 29724 | SH |  | SOLE |  | 29724 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 32448790 | 1306312 | SH |  | SOLE |  | 1306312 | 0 | 0 |
| AXALTA COATING SYS LTD | COM | G0750C108 |  | 16177617 | 500700 | SH |  | SOLE |  | 500700 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 14791810 | 268942 | SH |  | SOLE |  | 268942 | 0 | 0 |
| BARK INC | COM | 68622E104 |  | 98973 | 164270 | SH |  | SOLE |  | 164270 | 0 | 0 |
| BAXTER INTL INC | COM | 071813109 |  | 12025292 | 629267 | SH |  | SOLE |  | 629267 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 3451923 | 17787 | SH |  | SOLE |  | 17787 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 17563094 | 34941 | SH |  | SOLE |  | 34941 | 0 | 0 |
| BIO RAD LABS INC | CL A | 090572207 |  | 10539204 | 34784 | SH |  | SOLE |  | 34784 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 4552156 | 4253 | SH |  | SOLE |  | 4253 | 0 | 0 |
| BLACKROCK MUNIYIELD N Y QUAL | COM | 09255E102 |  | 309836 | 31265 | SH |  | SOLE |  | 31265 | 0 | 0 |
| BLOCK H  R INC | COM | 093671105 |  | 244048 | 5600 | SH |  | SOLE |  | 5600 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 21090810 | 391005 | SH |  | SOLE |  | 391005 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 36233209 | 104690 | SH |  | SOLE |  | 104690 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 3340980 | 21921 | SH |  | SOLE |  | 21921 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 201240 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 26849962 | 348565 | SH |  | SOLE |  | 348565 | 0 | 0 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 |  | 8357821 | 346510 | SH |  | SOLE |  | 346510 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 4968878 | 59866 | SH |  | SOLE |  | 59866 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 |  | 50116477 | 271531 | SH |  | SOLE |  | 271531 | 0 | 0 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 272840 | 15762 | SH |  | SOLE |  | 15762 | 0 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 331104 | 2400 | SH |  | SOLE |  | 2400 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 12956328 | 359898 | SH |  | SOLE |  | 359898 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 507869 | 4464 | SH |  | SOLE |  | 4464 | 0 | 0 |
| DXC TECHNOLOGY CO | COM | 23355L106 |  | 11741609 | 801475 | SH |  | SOLE |  | 801475 | 0 | 0 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 2768994 | 7899 | SH |  | SOLE |  | 7899 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 2780035 | 26474 | SH |  | SOLE |  | 26474 | 0 | 0 |
| EVEREST GROUP LTD | COM | G3223R108 |  | 19118300 | 56338 | SH |  | SOLE |  | 56338 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2272741 | 18886 | SH |  | SOLE |  | 18886 | 0 | 0 |
| FLAGSTAR BANK NATIONAL ASSOC | COM NEW | 649445400 |  | 293750 | 23332 | SH |  | SOLE |  | 23332 | 0 | 0 |
| FRANCO NEV CORP | COM | 351858105 |  | 248736 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 20861589 | 256537 | SH |  | SOLE |  | 256537 | 0 | 0 |
| GENTEX CORP | COM | 371901109 |  | 1303120 | 56000 | SH |  | SOLE |  | 56000 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 2817128 | 22952 | SH |  | SOLE |  | 22952 | 0 | 0 |
| GOLUB CAP BDC INC | COM | 38173M102 |  | 19949108 | 1470089 | SH |  | SOLE |  | 1470089 | 0 | 0 |
| HERSHEY CO | COM | 427866108 |  | 2453090 | 13480 | SH |  | SOLE |  | 13480 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 875084 | 23715 | SH |  | SOLE |  | 23715 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 638629 | 2156 | SH |  | SOLE |  | 2156 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 453088 | 800 | SH |  | SOLE |  | 800 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2164628 | 11300 | SH |  | SOLE |  | 11300 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 142636307 | 1757254 | SH |  | SOLE |  | 1757254 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 10890845 | 169060 | SH |  | SOLE |  | 169060 | 0 | 0 |
| JEFFERIES FINL GROUP INC | COM | 47233W109 |  | 495760 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2267758 | 10958 | SH |  | SOLE |  | 10958 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 802972 | 2492 | SH |  | SOLE |  | 2492 | 0 | 0 |
| KRAFT HEINZ CO | COM | 500754106 |  | 2383314 | 98281 | SH |  | SOLE |  | 98281 | 0 | 0 |
| KYNDRYL HLDGS INC | COMMON STOCK | 50155Q100 |  | 31830141 | 1198424 | SH |  | SOLE |  | 1198424 | 0 | 0 |
| LAMB WESTON HLDGS INC | COM | 513272104 |  | 1600910 | 38217 | SH |  | SOLE |  | 38217 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 2581616 | 25113 | SH |  | SOLE |  | 25113 | 0 | 0 |
| LIBERTY GLOBAL LTD | COM CL A | G61188101 |  | 284738 | 25560 | SH |  | SOLE |  | 25560 | 0 | 0 |
| LIBERTY GLOBAL LTD | COM CL C | G61188127 |  | 901714 | 81677 | SH |  | SOLE |  | 81677 | 0 | 0 |
| LIBERTY LATIN AMERICA LTD | COM CL C | G9001E128 |  | 102127 | 13690 | SH |  | SOLE |  | 13690 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 2621019 | 6147 | SH |  | SOLE |  | 6147 | 0 | 0 |
| LOEWS CORP | COM | 540424108 |  | 1263720 | 12000 | SH |  | SOLE |  | 12000 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 1703795 | 7065 | SH |  | SOLE |  | 7065 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 43534533 | 118111 | SH |  | SOLE |  | 118111 | 0 | 0 |
| M  T BK CORP | COM | 55261F104 |  | 7732198 | 38377 | SH |  | SOLE |  | 38377 | 0 | 0 |
| MARQETA INC | CLASS A COM | 57142B104 |  | 11297984 | 2378523 | SH |  | SOLE |  | 2378523 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 18545780 | 218237 | SH |  | SOLE |  | 218237 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 3825013 | 39819 | SH |  | SOLE |  | 39819 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 4894379 | 46498 | SH |  | SOLE |  | 46498 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2062121 | 3124 | SH |  | SOLE |  | 3124 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1088145 | 2250 | SH |  | SOLE |  | 2250 | 0 | 0 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 372504 | 6920 | SH |  | SOLE |  | 6920 | 0 | 0 |
| NEW GERMANY FD INC | COM | 644465106 |  | 372783 | 32643 | SH |  | SOLE |  | 32643 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 1742125 | 12636 | SH |  | SOLE |  | 12636 | 0 | 0 |
| NUTRIEN LTD | COM | 67077M108 |  | 5221203 | 84595 | SH |  | SOLE |  | 84595 | 0 | 0 |
| OAKTREE SPECIALTY LENDING CO | COM | 67401P405 |  | 2673425 | 209845 | SH |  | SOLE |  | 209845 | 0 | 0 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 16221520 | 349000 | SH |  | SOLE |  | 349000 | 0 | 0 |
| ORGANON  CO | COMMON STOCK | 68622V106 |  | 552305 | 77030 | SH |  | SOLE |  | 77030 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 14888827 | 255033 | SH |  | SOLE |  | 255033 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 3332821 | 23222 | SH |  | SOLE |  | 23222 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 23898945 | 959797 | SH |  | SOLE |  | 959797 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1604000 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 4235051 | 41366 | SH |  | SOLE |  | 41366 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 4807206 | 6228 | SH |  | SOLE |  | 6228 | 0 | 0 |
| RH | COM | 74967X103 |  | 1992148 | 11120 | SH |  | SOLE |  | 11120 | 0 | 0 |
| ROBERT HALF INC. | COM | 770323103 |  | 2321936 | 85491 | SH |  | SOLE |  | 85491 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 28433969 | 155038 | SH |  | SOLE |  | 155038 | 0 | 0 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 |  | 7925483 | 238074 | SH |  | SOLE |  | 238074 | 0 | 0 |
| SLM CORP | COM | 78442P106 |  | 27981988 | 1034072 | SH |  | SOLE |  | 1034072 | 0 | 0 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 |  | 17888549 | 462368 | SH |  | SOLE |  | 462368 | 0 | 0 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 |  | 18167373 | 709663 | SH |  | SOLE |  | 709663 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 199911842 | 504433 | SH |  | SOLE |  | 504433 | 0 | 0 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 |  | 1204768 | 36486 | SH |  | SOLE |  | 36486 | 0 | 0 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 |  | 2353175 | 99500 | SH |  | SOLE |  | 99500 | 0 | 0 |
| STRATA CRITICAL MEDICAL INC | CL A COM | 092667104 |  | 144300 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 341265 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 3363451 | 19387 | SH |  | SOLE |  | 19387 | 0 | 0 |
| THE REALREAL INC | COM | 88339P101 |  | 157800 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| TYSON FOODS INC | CL A | 902494103 |  | 3417956 | 58307 | SH |  | SOLE |  | 58307 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 20095267 | 245934 | SH |  | SOLE |  | 245934 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1822120 | 18370 | SH |  | SOLE |  | 18370 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 20899264 | 63310 | SH |  | SOLE |  | 63310 | 0 | 0 |
| UNUM GROUP | COM | 91529Y106 |  | 310000 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| US BANCORP DEL | COM NEW | 902973304 |  | 935401 | 17530 | SH |  | SOLE |  | 17530 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 18338723 | 450251 | SH |  | SOLE |  | 450251 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 44291104 | 273385 | SH |  | SOLE |  | 273385 | 0 | 0 |
| VIATRIS INC | COM | 92556V106 |  | 19442057 | 1561611 | SH |  | SOLE |  | 1561611 | 0 | 0 |
| VITESSE ENERGY INC | COMMON STOCK | 92852X103 |  | 199014 | 10333 | SH |  | SOLE |  | 10333 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1303497 | 11700 | SH |  | SOLE |  | 11700 | 0 | 0 |
| WESTERN UN CO | COM | 959802109 |  | 2523196 | 271020 | SH |  | SOLE |  | 271020 | 0 | 0 |
| WHIRLPOOL CORP | COM | 963320106 |  | 1024388 | 14200 | SH |  | SOLE |  | 14200 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 208702 | 3472 | SH |  | SOLE |  | 3472 | 0 | 0 |
| XPO INC | COM | 983793100 |  | 17817801 | 131100 | SH |  | SOLE |  | 131100 | 0 | 0 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 826365 | 9190 | SH |  | SOLE |  | 9190 | 0 | 0 |

---