ACR Alpine Capital Research as of Dec. 31, 2025
Portfolio Holdings for ACR Alpine Capital Research
ACR Alpine Capital Research holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 12.6 | $811M | 8.1M | 99.94 | |
| FedEx Corporation (FDX) | 7.8 | $503M | 1.7M | 288.86 | |
| Johnson & Johnson (JNJ) | 7.2 | $463M | 2.2M | 206.95 | |
| Thor Industries (THO) | 6.6 | $424M | 4.1M | 102.67 | |
| Citigroup Com New (C) | 6.5 | $419M | 3.6M | 116.69 | |
| Chevron Corporation (CVX) | 6.4 | $413M | 2.7M | 152.41 | |
| General Motors Company (GM) | 5.9 | $381M | 4.7M | 81.32 | |
| Arrow Electronics (ARW) | 5.9 | $380M | 3.4M | 110.18 | |
| Dollar General (DG) | 5.4 | $349M | 2.6M | 132.77 | |
| Vodafone Group Sponsored Adr (VOD) | 5.4 | $344M | 26M | 13.21 | |
| Microsoft Corporation (MSFT) | 5.2 | $336M | 695k | 483.62 | |
| Lennar Corp Cl A (LEN) | 5.2 | $331M | 3.2M | 102.80 | |
| Magna Intl Inc cl a (MGA) | 5.0 | $320M | 6.0M | 53.30 | |
| JPMorgan Chase & Co. (JPM) | 4.9 | $315M | 977k | 322.22 | |
| Liberty Global Com Cl A (LBTYA) | 3.7 | $240M | 22M | 11.14 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $113M | 225k | 502.65 | |
| Liberty Global Com Cl C (LBTYK) | 1.1 | $71M | 6.4M | 11.04 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $64M | 85.00 | 754800.00 | |
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.6 | $37M | 353k | 103.36 | |
| Iac Com New (IAC) | 0.3 | $17M | 431k | 39.10 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $16M | 162k | 100.56 | |
| Dell Technologies CL C (DELL) | 0.2 | $13M | 107k | 125.88 | |
| Barclays Adr (BCS) | 0.2 | $12M | 454k | 25.45 | |
| Five Point Holdings Com Cl A (FPH) | 0.1 | $6.2M | 1.1M | 5.59 | |
| Jefferies Finl Group (JEF) | 0.1 | $5.9M | 96k | 61.97 | |
| Southern Missouri Ban (SMBC) | 0.1 | $5.4M | 91k | 59.12 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $5.1M | 87k | 58.73 | |
| Kennedy-Wilson Holdings (KW) | 0.1 | $4.5M | 469k | 9.67 | |
| Merck & Co (MRK) | 0.1 | $3.9M | 37k | 105.26 | |
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $3.1M | 418k | 7.46 | |
| Lennar Corp CL B (LEN.B) | 0.0 | $2.9M | 30k | 95.12 | |
| MGM Resorts International. (MGM) | 0.0 | $2.4M | 66k | 36.49 | |
| Api Group Corp Com Stk (APG) | 0.0 | $2.4M | 62k | 38.26 | |
| New Fortress Energy Com Cl A (NFE) | 0.0 | $137k | 120k | 1.14 |
