Acr Alpine Capital Research, LLC

Investment Portfolio & 13F Holdings Analysis

About

ACR Alpine Capital Research, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 72 holdings worth $4.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 72
Total Value: 4779708638
Accession Number: 0001085146-25-002641
Form Type: 13F-HR
CIK: 0001508822
Manager Name: Acr Alpine Capital Research, LLC

Data Enrichment

90% identified

65 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

72 positions • $4,779,708.638K total value

72 positions

Manager:

SEC FilingSEC DataHachi Filing

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381430529

4177961(-18.8%)

Value:

$418.5B(-18.6%)

FEDEX CORP

FDX|31428X106

1585033(+85.9%)

Value:

$386.4B(+61.1%)

JOHNSON & JOHNSON

JNJ|478160104

2226559(+21.0%)

Value:

$369.3B(+38.7%)

DOLLAR GENERAL CORP

DG|256677105

4197437(+3.9%)

Value:

$369.1B(+20.4%)

CITIGROUP INC

C|172967424

5177452(-10.1%)

Value:

$367.5B(-9.3%)

CHEVRON CORP

CVX|166764100

2193567(+1.6%)

Value:

$367.0B(+17.3%)

General Motors Co

GM|37045V100

7691140(+4.0%)

Value:

$361.7B(-8.2%)

LENNAR CORP /NEW/

LEN|526057104

2679944(+61.1%)

Value:

$307.6B(+35.6%)

JPMORGAN CHASE & CO

JPM|46625H100

1124542(-13.2%)

Value:

$275.9B(-11.2%)

THOR INDUSTRIES INC

THO|885160101

3482917(+62.5%)

Value:

$264.0B(+28.7%)

MICROSOFT CORP

MSFT|594918104

700762(+1.1%)

Value:

$263.1B(-9.9%)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

25696928(+16.8%)

Value:

$240.8B(+28.9%)

Liberty Global Ltd.

LBTYA|G61188101

19835384(+14.1%)

Value:

$228.3B(+3.0%)

MAGNA INTERNATIONAL INC

MGA|559222401

5982399(+8.1%)

Value:

$203.3B(-12.1%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

229287(-49.9%)

Value:

$122.1B(-41.1%)

Liberty Global Ltd.

LBTYK|G61188127

7303923(-2.3%)

Value:

$87.4B(-11.0%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

85(-42.6%)

Value:

$67.9B(-32.6%)

BARCLAYS PLC

BCS|06738E204

793122(-15.3%)

Value:

$12.2B(-2.2%)

Dell Technologies Inc.

DELL|24703L202

106642(+18.0%)

Value:

$9.7B(-6.7%)

ARROW ELECTRONICS, INC.

ARW|042735100

86541(+399.4%)

Value:

$9.0B(+358.4%)

Instrument	Shares		Other Manager	Value
(cusip381430529)✕	4.2M	QoQ -18.79% (-967.3K) YoY -16.18% (-806.9K)	All Managers (Combined)	$418.5M	QoQ -18.58% (-$95.6M) YoY -16.77% (-$84.4M)
Fedex Corp(FDXcusip31428X106)	1.6M	QoQ +85.86% (+732.3K) YoY +198.59% (+1.1M)	All Managers (Combined)	$386.4M	QoQ +61.06% (+$146.5M) YoY +151.22% (+$232.6M)
Johnson & Johnson(JNJcusip478160104)	2.2M	QoQ +20.99% (+386.3K) YoY +98.27% (+1.1M)	All Managers (Combined)	$369.3M	QoQ +38.74% (+$103.1M) YoY +107.86% (+$191.6M)
Dollar General Corp(DGcusip256677105)	4.2M	QoQ +3.85% (+156.0K) YoY NEW(+4.2M)	All Managers (Combined)	$369.1M	QoQ +20.44% (+$62.7M) YoY NEW(+$369.1M)
Citigroup Inc(Ccusip172967424)	5.2M	QoQ -10.11% (-582.7K) YoY +11.17% (+520.5K)	All Managers (Combined)	$367.5M	QoQ -9.34% (-$37.9M) YoY +24.80% (+$73.0M)
Chevron Corp(CVXcusip166764100)	2.2M	QoQ +1.58% (+34.2K) YoY +84.86% (+1.0M)	All Managers (Combined)	$367.0M	QoQ +17.32% (+$54.2M) YoY +96.05% (+$179.8M)
General Motors Co(GMcusip37045V100)	7.7M	QoQ +3.97% (-293.7K) YoY +21.35% (+1.4M)	All Managers (Combined)	$361.7M	QoQ -8.20% (-$32.3M) YoY +25.85% (+$74.3M)
Lennar Corp /New/(LENcusip526057104)	2.7M	QoQ +61.11% (+1.0M) YoY +137.00% (+1.5M)	All Managers (Combined)	$307.6M	QoQ +35.61% (+$80.8M) YoY +58.17% (+$113.1M)
Jpmorgan Chase & Co(JPMcusip46625H100)	1.1M	QoQ -13.24% (-171.7K) YoY +10.50% (+106.9K)	All Managers (Combined)	$275.9M	QoQ -11.22% (-$34.9M) YoY +35.33% (+$72.0M)
Thor Industries Inc(THOcusip885160101)	3.5M	QoQ +62.52% (+1.3M) YoY +138.29% (+2.0M)	All Managers (Combined)	$264.0M	QoQ +28.73% (+$58.9M) YoY +53.95% (+$92.5M)
Microsoft Corp(MSFTcusip594918104)	700.8K	QoQ +1.11% (-7.7K) YoY +51.58% (+238.5K)	All Managers (Combined)	$263.1M	QoQ -9.94% (-$29.1M) YoY +35.25% (+$68.6M)
Vodafone Group Public Ltd Co(VODcusip92857W308)	25.7M	QoQ +16.77% (+3.7M) YoY +18.91% (+4.1M)	All Managers (Combined)	$240.8M	QoQ +28.87% (+$53.9M) YoY +25.19% (+$48.5M)
Liberty Global Ltd.(LBTYAcusipG61188101)	19.8M	QoQ +14.14% (+2.5M) YoY +622.81% (+17.1M)	All Managers (Combined)	$228.3M	QoQ +2.96% (+$6.6M) YoY +391.70% (+$181.9M)
Magna International Inc(MGAcusip559222401)	6.0M	QoQ +8.06% (-446.7K) YoY +50.05% (-2.0M)	All Managers (Combined)	$203.3M	QoQ -12.10% (-$28.0M) YoY -6.38% (-$13.9M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	229.3K	QoQ -49.88% (-228.2K) YoY -61.70% (-369.4K)	All Managers (Combined)	$122.1M	QoQ -41.11% (-$85.3M) YoY -51.49% (-$129.6M)
Liberty Global Ltd.(LBTYKcusipG61188127)	7.3M	QoQ -2.30% (-172.0K) YoY -10.61% (-867.5K)	All Managers (Combined)	$87.4M	QoQ -11.00% (-$10.8M) YoY -39.34% (-$56.7M)
Berkshire Hathaway Inc(BRK-Acusip084670108)	85	QoQ -42.56% (-63) YoY NEW(+85)	All Managers (Combined)	$67.9M	QoQ -32.65% (-$32.9M) YoY NEW(+$67.9M)
Barclays Plc(BCScusip06738E204)	793.1K	QoQ -15.34% (-143.8K) YoY -25.87% (-276.8K)	All Managers (Combined)	$12.2M	QoQ -2.16% (-$269.3K) YoY +20.48% (-$2.1M)
Dell Technologies Inc.(DELLcusip24703L202)	106.6K	QoQ +17.97% (-16.2K) YoY +9.41% (-9.2K)	All Managers (Combined)	$9.7M	QoQ -6.68% (-$696.8K) YoY -12.59% (-$1.4M)
Arrow Electronics, Inc.(ARWcusip042735100)	86.5K	QoQ +399.45% (+69.2K) YoY NEW(+86.5K)	All Managers (Combined)	$9.0M	QoQ +358.43% (+$7.0M) YoY NEW(+$9.0M)