Universe · entity
ACR Alpine Capital Research, LLC
Institutional manager (13F) · CIK 1508822
13F holdings · as of 2026-03-31 · top 36 · reported portfolio $6.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | $1.1B | 11,133,728 |
| 2 | CHEVRON CORPORATION | $569M | 2,748,684 |
| 3 | JOHNSON & JOHNSON | $527M | 2,157,384 |
| 4 | ARROW ELECTRS INC | $513M | 3,578,313 |
| 5 | VODAFONE GROUP PLC | $403M | 26,854,952 |
| 6 | CITIGROUP INC | $402M | 3,544,555 |
| 7 | FEDEX CORP | $400M | 1,123,684 |
| 8 | THOR INDS INC | $392M | 4,903,124 |
| 9 | LENNAR CORP | $366M | 4,212,111 |
| 10 | MICROSOFT CORP | $363M | 981,646 |
| 11 | GENERAL MTRS CO | $300M | 4,025,668 |
| 12 | JPMORGAN CHASE & CO | $288M | 978,495 |
| 13 | LIBERTY GLOBAL LTD | $286M | 23,644,817 |
| 14 | MAGNA INTL INC | $271M | 4,847,446 |
| 15 | DOLLAR GEN CORP | $133M | 1,122,565 |
| 16 | BERKSHIRE HATHAWAY INC DEL | $108M | 224,661 |
| 17 | LIBERTY GLOBAL LTD | $81M | 6,884,624 |
| 18 | BERKSHIRE HATHAWAY INC DEL | $61M | 85 |
| 19 | ISHARES TR | $26M | 261,367 |
| 20 | DELL TECHNOLOGIES INC | $19M | 116,886 |
| 21 | IAC INC | $18M | 450,788 |
| 22 | BARCLAYS PLC | $10M | 454,000 |
| 23 | SOUTHERN MO BANCORP INC | $6M | 94,707 |
| 24 | FIVE POINT HOLDINGS LLC | $6M | 1,229,255 |
| 25 | JEFFERIES FINANCIAL GROUP IN | $5M | 124,770 |
| 26 | MERCK & CO INC | $5M | 39,449 |
| 27 | DIAMOND HILL INVT GROUP INC | $4M | 23,754 |
| 28 | KENNEDY-WILSON HOLDINGS INC | $4M | 354,611 |
| 29 | LIBERTY LATIN AMERICA LTD | $4M | 416,217 |
| 30 | MGM RESORTS INTERNATIONAL | $3M | 90,436 |
| 31 | ZIFF DAVIS INC | $3M | 72,680 |
| 32 | LENNAR CORP | $3M | 33,955 |
| 33 | API GROUP CORP | $3M | 66,454 |
| 34 | ECHOSTAR CORP | $1M | 12,500 |
| 35 | NINE ENERGY SERVICE INC | $279k | 46,500 |
| 36 | NEW FORTRESS ENERGY INC | $71k | 120,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.