ACR Alpine Capital Research as of June 30, 2026
Portfolio Holdings for ACR Alpine Capital Research
ACR Alpine Capital Research holds 38 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 19.2 | $1.4B | 14M | 100.16 | |
| Johnson & Johnson (JNJ) | 7.7 | $545M | 2.1M | 253.97 | |
| Chevron Corporation (CVX) | 6.5 | $461M | 2.8M | 165.76 | |
| Lennar Corp Cl A (LEN) | 6.1 | $429M | 4.7M | 90.49 | |
| Microsoft Corporation (MSFT) | 6.0 | $424M | 1.1M | 373.02 | |
| Thor Industries (THO) | 5.9 | $416M | 5.5M | 75.16 | |
| FedEx Corporation (FDX) | 4.9 | $348M | 1.1M | 313.13 | |
| General Motors Company (GM) | 4.9 | $343M | 4.4M | 77.08 | |
| JPMorgan Chase & Co. (JPM) | 4.5 | $320M | 977k | 327.33 | |
| Vodafone Group Sponsored Adr (VOD) | 4.5 | $318M | 24M | 13.22 | |
| Magna Intl Inc cl a (MGA) | 4.5 | $316M | 4.8M | 65.66 | |
| Arrow Electronics (ARW) | 4.4 | $311M | 1.5M | 213.41 | |
| Citigroup Com New (C) | 4.1 | $291M | 2.1M | 139.96 | |
| Anthem (ELV) | 4.1 | $285M | 738k | 386.73 | |
| Liberty Global Com Cl A (LBTYA) | 3.8 | $268M | 24M | 11.37 | |
| Dollar General (DG) | 2.8 | $199M | 1.7M | 115.11 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $122M | 244k | 500.39 | |
| Liberty Global Com Cl C (LBTYK) | 1.4 | $97M | 8.8M | 11.00 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $64M | 85.00 | 748850.00 | |
| Dell Technologies CL C (DELL) | 0.4 | $25M | 59k | 431.46 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.3 | $22M | 217k | 100.67 | |
| People Com New | 0.2 | $14M | 292k | 46.16 | |
| Barclays Adr (BCS) | 0.2 | $12M | 454k | 26.86 | |
| Comstock Resources (CRK) | 0.1 | $8.2M | 546k | 14.92 | |
| Southern Missouri Ban (SMBC) | 0.1 | $6.9M | 91k | 76.21 | |
| Five Point Holdings Com Cl A (FPH) | 0.1 | $6.8M | 1.3M | 5.27 | |
| Echostar Corp Cl A | 0.1 | $6.7M | 66k | 101.50 | |
| Jefferies Finl Group (JEF) | 0.1 | $6.5M | 130k | 49.98 | |
| Merck & Co (MRK) | 0.1 | $5.3M | 41k | 128.50 | |
| J Global (ZD) | 0.1 | $4.5M | 87k | 52.37 | |
| MGM Resorts International. (MGM) | 0.1 | $4.4M | 93k | 47.81 | |
| Lennar Corp CL B (LEN.B) | 0.1 | $3.6M | 41k | 88.71 | |
| Api Group Corp Com Stk (APG) | 0.0 | $2.8M | 66k | 42.35 | |
| Liberty Latin America Com Cl C (LILAK) | 0.0 | $2.8M | 355k | 7.79 | |
| Talen Energy Corp (TLN) | 0.0 | $2.5M | 6.5k | 384.26 | |
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $475k | 4.2k | 113.82 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $232k | 1.5k | 151.00 | |
| New Fortress Energy Com Cl A (NFE) | 0.0 | $44k | 120k | 0.36 |
