ACR Alpine Capital Research as of June 30, 2025
Portfolio Holdings for ACR Alpine Capital Research
ACR Alpine Capital Research holds 36 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 9.0 | $500M | 5.0M | 100.15 | |
| Citigroup Com New (C) | 8.7 | $485M | 5.7M | 85.12 | |
| Dollar General (DG) | 8.6 | $478M | 4.2M | 114.38 | |
| Thor Industries (THO) | 6.8 | $379M | 4.3M | 88.81 | |
| General Motors Company (GM) | 6.8 | $378M | 7.7M | 49.21 | |
| FedEx Corporation (FDX) | 6.5 | $363M | 1.6M | 227.31 | |
| Microsoft Corporation (MSFT) | 6.3 | $354M | 712k | 497.41 | |
| Chevron Corporation (CVX) | 6.2 | $346M | 2.4M | 143.19 | |
| Johnson & Johnson (JNJ) | 6.1 | $341M | 2.2M | 152.75 | |
| JPMorgan Chase & Co. (JPM) | 5.9 | $330M | 1.1M | 289.91 | |
| Lennar Corp Cl A (LEN) | 5.9 | $327M | 3.0M | 110.61 | |
| Vodafone Group Sponsored Adr (VOD) | 4.9 | $276M | 26M | 10.66 | |
| Arrow Electronics (ARW) | 4.9 | $275M | 2.2M | 127.43 | |
| Magna Intl Inc cl a (MGA) | 4.2 | $232M | 6.0M | 38.61 | |
| Liberty Global Com Cl A (LBTYA) | 3.7 | $205M | 21M | 10.01 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $110M | 226k | 485.77 | |
| Liberty Global Com Cl C (LBTYK) | 1.3 | $74M | 7.2M | 10.31 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $62M | 85.00 | 728800.00 | |
| Dell Technologies CL C (DELL) | 0.2 | $13M | 104k | 122.60 | |
| Barclays Adr (BCS) | 0.2 | $12M | 658k | 18.59 | |
| Iac Com New (IAC) | 0.1 | $6.3M | 168k | 37.34 | |
| MGM Resorts International. (MGM) | 0.1 | $6.0M | 175k | 34.39 | |
| Five Point Holdings Com Cl A (FPH) | 0.1 | $5.5M | 1.0M | 5.50 | |
| Core Scientific (CORZ) | 0.1 | $4.0M | 233k | 17.07 | |
| Lennar Corp CL B (LEN.B) | 0.1 | $3.8M | 36k | 105.25 | |
| Liberty Latin America Com Cl C (LILAK) | 0.1 | $3.7M | 589k | 6.22 | |
| Jefferies Finl Group (JEF) | 0.1 | $2.9M | 53k | 54.69 | |
| Merck & Co (MRK) | 0.0 | $2.7M | 34k | 79.16 | |
| Southern Missouri Ban (SMBC) | 0.0 | $2.7M | 49k | 54.78 | |
| Hess (HES) | 0.0 | $2.3M | 16k | 138.54 | |
| Api Group Corp Com Stk (APG) | 0.0 | $2.0M | 40k | 51.05 | |
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $2.0M | 21k | 93.76 | |
| Kennedy-Wilson Holdings (KW) | 0.0 | $1.2M | 182k | 6.80 | |
| Solid Power Class A Com (SLDP) | 0.0 | $186k | 85k | 2.19 | |
| Ellington Credit Company Com Shs Ben Int (EARN) | 0.0 | $69k | 12k | 5.75 | |
| Nine Energy Service (NINE) | 0.0 | $12k | 15k | 0.77 |
