Acr Alpine Capital Research, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 72Value: $4.8BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FTAI",
  "ARW",
  "JEF",
  "APG",
  "IAC",
  "LEN-B",
  "NINE",
  "EARN",
  "SNRE",
  null,
  "LEN",
  "SMBC",
  "SLDP",
  "LBTYK",
  null,
  "MSFT",
  "CORZ",
  "HES",
  "DG",
  "MRK",
  "MGA",
  "LILAK",
  "TLN",
  "GM",
  "THO",
  null,
  "KW",
  "LBTYA",
  "MGM",
  "FDX",
  "BCS",
  "BRK-A",
  "BRK-B",
  "CVX",
  "C",
  "CRK",
  "DELL",
  "VOD",
  "JNJ",
  null,
  "JPM"
]

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: acr-alpine-capital-research
Manager Name: Acr-Alpine-Capital-Research

Data Enrichment

90% identified

65 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

72 positions • $4.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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381430529

Shares:4.2M

Value:$418.5M

% of Portfolio:8.8% ($418.5M/$4.8B)

FEDEX CORP

FDX|31428X106

Shares:1.6M

Value:$386.4M

% of Portfolio:8.1% ($386.4M/$4.8B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.2M

Value:$369.3M

% of Portfolio:7.7% ($369.3M/$4.8B)

DOLLAR GENERAL CORP

DG|256677105

Shares:4.2M

Value:$369.1M

% of Portfolio:7.7% ($369.1M/$4.8B)

CITIGROUP INC

C|172967424

Shares:5.2M

Value:$367.5M

% of Portfolio:7.7% ($367.5M/$4.8B)

CHEVRON CORP

CVX|166764100

Shares:2.2M

Value:$367.0M

% of Portfolio:7.7% ($367.0M/$4.8B)

General Motors Co

GM|37045V100

Shares:7.7M

Value:$361.7M

% of Portfolio:7.6% ($361.7M/$4.8B)

LENNAR CORP /NEW/

LEN|526057104

Shares:2.7M

Value:$307.6M

% of Portfolio:6.4% ($307.6M/$4.8B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1M

Value:$275.9M

% of Portfolio:5.8% ($275.9M/$4.8B)

THOR INDUSTRIES INC

THO|885160101

Shares:3.5M

Value:$264.0M

% of Portfolio:5.5% ($264.0M/$4.8B)

MICROSOFT CORP

MSFT|594918104

Shares:700.8K

Value:$263.1M

% of Portfolio:5.5% ($263.1M/$4.8B)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:25.7M

Value:$240.8M

% of Portfolio:5.0% ($240.8M/$4.8B)

Liberty Global Ltd.

LBTYA|G61188101

Shares:19.8M

Value:$228.3M

% of Portfolio:4.8% ($228.3M/$4.8B)

MAGNA INTERNATIONAL INC

MGA|559222401

Shares:6.0M

Value:$203.3M

% of Portfolio:4.3% ($203.3M/$4.8B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:229.3K

Value:$122.1M

% of Portfolio:2.6% ($122.1M/$4.8B)

Liberty Global Ltd.

LBTYK|G61188127

Shares:7.3M

Value:$87.4M

% of Portfolio:1.8% ($87.4M/$4.8B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:85

Value:$67.9M

% of Portfolio:1.4% ($67.9M/$4.8B)

BARCLAYS PLC

BCS|06738E204

Shares:793.1K

Value:$12.2M

% of Portfolio:0.3% ($12.2M/$4.8B)

Dell Technologies Inc.

DELL|24703L202

Shares:106.6K

Value:$9.7M

% of Portfolio:0.2% ($9.7M/$4.8B)

ARROW ELECTRONICS, INC.

ARW|042735100

Shares:86.5K

Value:$9.0M

% of Portfolio:0.2% ($9.0M/$4.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip381430529)✕	4.2M	QoQ -18.79% (-967.3K) YoY -16.18% (-806.9K)	All Managers (Combined)	$418.5M	8.8% ($418.5M/$4.8B)	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	8.1% ($386.4M/$4.8B)	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	7.7% ($369.3M/$4.8B)	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	7.7% ($369.1M/$4.8B)	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	7.7% ($367.5M/$4.8B)	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	7.7% ($367.0M/$4.8B)	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	7.6% ($361.7M/$4.8B)	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	6.4% ($307.6M/$4.8B)	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	5.8% ($275.9M/$4.8B)	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	5.5% ($264.0M/$4.8B)	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	5.5% ($263.1M/$4.8B)	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	5.0% ($240.8M/$4.8B)	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	4.8% ($228.3M/$4.8B)	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	4.3% ($203.3M/$4.8B)	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	2.6% ($122.1M/$4.8B)	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	1.8% ($87.4M/$4.8B)	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	1.4% ($67.9M/$4.8B)	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	0.3% ($12.2M/$4.8B)	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	0.2% ($9.7M/$4.8B)	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	0.2% ($9.0M/$4.8B)	QoQ +358.43% (+$7.0M) YoY NEW(+$9.0M)