ACR Alpine Capital Research, LLC
All holdings · as of Dec 31, 2025
| 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% |
| SOUTHERN MISSOURI BANCORP, INC. | $5.38M | 0.1% |
| VANGUARD SCOTTSDALE FDS | $5.08M | 0.1% |
| Kennedy-Wilson Holdings, Inc. | $4.53M | 0.1% |
| Merck & Co., Inc. | $3.88M | 0.1% |
| LIBERTY LATIN AMERICA LTD | $3.12M | 0.0% |
| LENNAR CORP | $2.87M | 0.0% |
| MGM Resorts International | $2.39M | 0.0% |
| APi Group Corp | $2.36M | 0.0% |
| New Fortress Energy Inc.NFE | $136.8K | 0.0% |