ACR Alpine Capital Research as of Sept. 30, 2025
Portfolio Holdings for ACR Alpine Capital Research
ACR Alpine Capital Research holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 8.2 | $478M | 4.8M | 100.23 | |
| General Motors Company (GM) | 7.5 | $441M | 7.2M | 60.97 | |
| Thor Industries (THO) | 7.3 | $426M | 4.1M | 103.69 | |
| Johnson & Johnson (JNJ) | 7.1 | $414M | 2.2M | 185.42 | |
| FedEx Corporation (FDX) | 7.0 | $407M | 1.7M | 235.81 | |
| Dollar General (DG) | 6.9 | $403M | 3.9M | 103.35 | |
| Chevron Corporation (CVX) | 6.6 | $384M | 2.5M | 155.29 | |
| Citigroup Com New (C) | 6.2 | $366M | 3.6M | 101.50 | |
| Lennar Corp Cl A (LEN) | 6.2 | $363M | 2.9M | 126.04 | |
| Microsoft Corporation (MSFT) | 6.1 | $359M | 693k | 517.95 | |
| JPMorgan Chase & Co. (JPM) | 5.9 | $347M | 1.1M | 315.43 | |
| Vodafone Group Sponsored Adr (VOD) | 5.2 | $303M | 26M | 11.60 | |
| Arrow Electronics (ARW) | 5.0 | $292M | 2.4M | 121.00 | |
| Magna Intl Inc cl a (MGA) | 4.9 | $288M | 6.1M | 47.38 | |
| Liberty Global Com Cl A (LBTYA) | 4.2 | $243M | 21M | 11.46 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $114M | 226k | 502.74 | |
| Liberty Global Com Cl C (LBTYK) | 1.4 | $84M | 7.1M | 11.75 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $64M | 85.00 | 754200.00 | |
| Dell Technologies CL C (DELL) | 0.3 | $15M | 105k | 141.77 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $9.7M | 96k | 100.70 | |
| Barclays Adr (BCS) | 0.2 | $9.4M | 454k | 20.67 | |
| Five Point Holdings Com Cl A (FPH) | 0.1 | $6.5M | 1.1M | 6.13 | |
| MGM Resorts International. (MGM) | 0.1 | $6.3M | 181k | 34.66 | |
| Iac Com New (IAC) | 0.1 | $6.2M | 182k | 34.07 | |
| Liberty Latin America Com Cl C (LILAK) | 0.1 | $5.0M | 587k | 8.44 | |
| Jefferies Finl Group (JEF) | 0.1 | $3.5M | 53k | 65.42 | |
| Lennar Corp CL B (LEN.B) | 0.1 | $3.5M | 29k | 119.99 | |
| Merck & Co (MRK) | 0.1 | $3.0M | 36k | 83.93 | |
| Southern Missouri Ban (SMBC) | 0.0 | $2.8M | 53k | 52.56 | |
| Core Scientific (CORZ) | 0.0 | $2.8M | 155k | 17.94 | |
| Api Group Corp Com Stk (APG) | 0.0 | $2.1M | 60k | 34.37 | |
| Kennedy-Wilson Holdings (KW) | 0.0 | $1.5M | 186k | 8.32 | |
| Solid Power Class A Com (SLDP) | 0.0 | $295k | 85k | 3.47 | |
| New Fortress Energy Com Cl A (NFE) | 0.0 | $265k | 120k | 2.21 | |
| Nine Energy Service (NINE) | 0.0 | $9.5k | 15k | 0.63 |
