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ACR Alpine Capital Research, LLC 13F holdings

Filed 2026-07-29 · ACR Alpine Capital Research, LLC · 70 positions · $7.0B

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TickerCompanySharesValue% of portfolio
GBILGOLDMAN SACHS ETF TR11.0M$1.1B15.7%
JNJJOHNSON & JOHNSON1.9M$476.3M6.8%
CVXCHEVRON CORPORATION2.4M$402.1M5.7%
LENLENNAR CORP4.2M$378.8M5.4%
MSFTMICROSOFT CORP984.1K$367.1M5.2%
THOTHOR INDS INC4.9M$366.2M5.2%
FDXFEDEX CORP978.5K$306.4M4.3%
GMGENERAL MTRS CO3.9M$296.9M4.2%
JPMJPMORGAN CHASE & CO838.1K$274.3M3.9%
ARWARROW ELECTRS INC1.3M$268.8M3.8%
VODVODAFONE GROUP PLC20.0M$264.7M3.8%
ELVELEVANCE HEALTH INC FORMERLY658.9K$254.8M3.6%
MGAMAGNA INTL INC3.9M$253.5M3.6%
CCITIGROUP INC1.8M$251.0M3.6%
GBILGOLDMAN SACHS ETF TR2.5M$247.9M3.5%
LBTYALIBERTY GLOBAL LTD21.3M$242.1M3.4%
DGDOLLAR GEN CORP1.5M$172.5M2.4%
BRK-BBERKSHIRE HATHAWAY INC DEL201.8K$101.0M1.4%
LBTYALIBERTY GLOBAL LTD7.7M$84.4M1.2%
JNJJOHNSON & JOHNSON270.9K$68.8M1.0%
MGAMAGNA INTL INC948.2K$62.3M0.9%
BRK-BBERKSHIRE HATHAWAY INC DEL82$61.4M0.9%
CVXCHEVRON CORPORATION355.1K$58.9M0.8%
MSFTMICROSOFT CORP152.2K$56.8M0.8%
VODVODAFONE GROUP PLC4.0M$52.9M0.8%
LENLENNAR CORP557.2K$50.4M0.7%
THOTHOR INDS INC654.7K$49.2M0.7%
GMGENERAL MTRS CO595.6K$45.9M0.7%
JPMJPMORGAN CHASE & CO139.3K$45.6M0.6%
ARWARROW ELECTRS INC198.3K$42.3M0.6%
FDXFEDEX CORP133.9K$41.9M0.6%
CCITIGROUP INC282.5K$39.5M0.6%
ELVELEVANCE HEALTH INC FORMERLY79.1K$30.6M0.4%
DGDOLLAR GEN CORP229.0K$26.4M0.4%
LBTYALIBERTY GLOBAL LTD2.3M$26.2M0.4%
SGOVISHARES TR216.8K$21.8M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL42.0K$21.0M0.3%
DELLDELL TECHNOLOGIES INC33.6K$14.5M0.2%
LBTYALIBERTY GLOBAL LTD1.2M$12.9M0.2%
BCSBARCLAYS PLC454.0K$12.2M0.2%
DELLDELL TECHNOLOGIES INC25.2K$10.9M0.2%
PPLIPEOPLE INC171.2K$7.9M0.1%
PPLIPEOPLE INC120.6K$5.6M0.1%
CRKCOMSTOCK RES INC370.1K$5.5M0.1%
ECHOECHOSTAR CORP52.3K$5.3M0.1%
JEFJEFFERIES FINANCIAL GROUP IN100.0K$5.0M0.1%
SMBCSOUTHERN MO BANCORP INC61.1K$4.7M0.1%
MRKMERCK & CO INC35.6K$4.6M0.1%
FPHFIVE POINT HOLDINGS LLC809.5K$4.3M0.1%
—LIBERTY LATIN AMERICA LTD354.6K$2.8M0.0%
CRKCOMSTOCK RES INC176.3K$2.6M0.0%
MGMMGM RESORTS INTERNATIONAL53.4K$2.6M0.0%
FPHFIVE POINT HOLDINGS LLC479.3K$2.5M0.0%
TLNTALEN ENERGY CORP6.5K$2.5M0.0%
APGAPI GROUP CORP58.7K$2.5M0.0%
ZDZIFF DAVIS INC46.7K$2.4M0.0%
SMBCSOUTHERN MO BANCORP INC29.9K$2.3M0.0%
BRK-BBERKSHIRE HATHAWAY INC DEL3$2.2M0.0%
ZDZIFF DAVIS INC39.9K$2.1M0.0%
LEN-BLENNAR CORP21.8K$1.9M0.0%
Top Fund Holdings
13F
Top Fund Holdings

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