Alpine Investment Management

ACR Alpine Capital Research as of Dec. 31, 2024

Portfolio Holdings for ACR Alpine Capital Research

ACR Alpine Capital Research holds 38 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Acces Treasury (GBIL) 11.1 $514M 5.1M 99.92
Citigroup Com New (C) 8.8 $406M 5.8M 70.39
General Motors Company (GM) 8.5 $394M 7.4M 53.27
Chevron Corporation (CVX) 6.8 $313M 2.2M 144.84
JPMorgan Chase & Co. (JPM) 6.7 $311M 1.3M 239.71
Dollar General (DG) 6.6 $306M 4.0M 75.82
Microsoft Corporation (MSFT) 6.3 $292M 693k 421.50
Johnson & Johnson (JNJ) 5.8 $266M 1.8M 144.62
FedEx Corporation (FDX) 5.2 $240M 853k 281.33
Magna Intl Inc cl a (MGA) 5.0 $231M 5.5M 41.79
Lennar Corp Cl A (LEN) 4.9 $227M 1.7M 136.37
Liberty Global Com Cl A (LBTYA) 4.8 $222M 17M 12.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.5 $207M 458k 453.28
Thor Industries (THO) 4.4 $205M 2.1M 95.71
Vodafone Group Sponsored Adr (VOD) 4.0 $187M 22M 8.49
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.2 $101M 148.00 680920.00
Liberty Global Com Cl C (LBTYK) 2.1 $98M 7.5M 13.14
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.4 $21M 230k 90.21
Barclays Adr (BCS) 0.3 $13M 937k 13.29
Dell Technologies CL C (DELL) 0.2 $10M 90k 115.24
Jefferies Finl Group (JEF) 0.2 $8.4M 107k 78.40
Sunrise Communications Ads Cl A (SNREY) 0.1 $5.9M 138k 43.08
MGM Resorts International. (MGM) 0.1 $5.6M 162k 34.65
Lennar Corp CL B (LEN.B) 0.1 $5.1M 39k 132.15
Iac Com New (IAC) 0.1 $3.8M 88k 43.14
Five Point Holdings Com Cl A (FPH) 0.1 $3.7M 966k 3.78
Merck & Co (MRK) 0.1 $2.7M 28k 99.48
Liberty Latin America Com Cl C (LILAK) 0.1 $2.7M 431k 6.34
Southern Missouri Ban (SMBC) 0.1 $2.7M 48k 57.37
Talen Energy Corp (TLN) 0.1 $2.4M 12k 201.47
Howard Hughes Holdings (HHH) 0.1 $2.3M 30k 76.92
Hess (HES) 0.0 $2.0M 15k 133.01
Arrow Electronics (ARW) 0.0 $2.0M 17k 113.12
Core Scientific (CORZ) 0.0 $1.7M 123k 14.05
Comstock Resources (CRK) 0.0 $597k 33k 18.22
Solid Power Class A Com (SLDP) 0.0 $161k 85k 1.89
Ellington Credit Company Com Shs Ben Int (EARN) 0.0 $79k 12k 6.62
Nine Energy Service (NINE) 0.0 $17k 15k 1.12