Institutions / ACR Alpine Capital Research, LLC
ACR Alpine Capital Research, LLC
CIK 1508822 · Institution · as of Dec 31, 2025
Portfolio value
$6.41B
Positions
34
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 34 →
| Company | Value | % of portfolio |
|---|---|---|
| Goldman Sachs ETF Tr | $811.06M | 12.6% |
| FedEx Corp | $502.80M | 7.8% |
| Johnson & Johnson | $462.96M | 7.2% |
| Thor Industries Inc | $424.42M | 6.6% |
| Citigroup Inc | $418.88M | 6.5% |
| Chevron Corp | $413.06M | 6.4% |
| General Motors Co | $380.99M | 5.9% |
| Arrow Electronics, Inc. | $379.64M | 5.9% |
| Dollar General Corp | $348.60M | 5.4% |
| Vodafone Group PLC New | $344.39M | 5.4% |
| Microsoft Corp | $336.30M | 5.2% |
| Lennar Corp /New | $330.51M | 5.2% |
| Magna Intl Inc | $320.13M | 5.0% |
| JPMORGAN CHASE & CO | $314.87M | 4.9% |
| Liberty Global Ltd | $240.03M | 3.7% |
| Warren E. Buffett | $113.09M | 1.8% |
| Liberty Global Ltd | $70.84M | 1.1% |
| Berkshire Hathaway Inc Del | $64.16M | 1.0% |
| Invesco Exchange Traded Fd T | $36.49M | 0.6% |
| People Inc | $16.85M | 0.3% |
| iShares Tr | $16.32M | 0.3% |
| Dell Technologies Inc. | $13.45M | 0.2% |
| Barclays PLC | $11.55M | 0.2% |
| Five Point Holdings, LLCFPH | $6.23M | 0.1% |
| Jefferies Financial Group Inc. | $5.93M | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.