ACR Alpine Capital Research, LLC
36 holdingsFiling period: 2026-03-31Current AUM: $7.26Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GBIL | GOLDMAN SACHS ETF TR | 11.13M | $1.12B | $1.12B | 15.36% | +3.02M | 2026-03-31 |
| 2 | CVX | CHEVRON CORPORATION | 2.75M | $568.7M | $541.0M | 7.45% | +38.5K | 2026-03-31 |
| 3 | JNJ | JOHNSON & JOHNSON | 2.16M | $527.4M | $553.0M | 7.61% | -79,664 | 2026-03-31 |
| 4 | ARW | ARROW ELECTRS INC | 3.58M | $513.2M | $775.0M | 10.67% | +132.7K | 2026-03-31 |
| 5 | VOD | VODAFONE GROUP PLC | 26.85M | $403.4M | $423.8M | 5.83% | +784.3K | 2026-03-31 |
| 6 | C | CITIGROUP INC | 3.54M | $402.0M | $469.5M | 6.46% | -45,141 | 2026-03-31 |
| 7 | FDX | FEDEX CORP | 1.12M | $400.2M | $345.4M | 4.76% | -616,950 | 2026-03-31 |
| 8 | THO | THOR INDS INC | 4.90M | $391.7M | $367.6M | 5.06% | +769.3K | 2026-03-31 |
| 9 | LEN | LENNAR CORP | 4.21M | $365.8M | $346.9M | 4.78% | +997.0K | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 981.6K | $363.4M | $456.2M | 6.28% | +286.3K | 2026-03-31 |
| 11 | GM | GENERAL MTRS CO | 4.03M | $299.9M | $357.7M | 4.93% | -659,356 | 2026-03-31 |
| 12 | JPM | JPMORGAN CHASE & CO | 978.5K | $287.8M | $344.2M | 4.74% | +1.3K | 2026-03-31 |
| 13 | — | LIBERTY GLOBAL LTD | 23.64M | $285.9M | $285.9M | 3.94% | +2.10M | 2026-03-31 |
| 14 | MGA | MAGNA INTL INC | 4.85M | $270.5M | $332.5M | 4.58% | -1,158,822 | 2026-03-31 |
| 15 | DG | DOLLAR GEN CORP | 1.12M | $133.3M | $142.6M | 1.96% | -1,503,046 | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 224.7K | $107.7M | $107.7M | 1.48% | -327 | 2026-03-31 |
| 17 | — | LIBERTY GLOBAL LTD | 6.88M | $80.8M | $80.8M | 1.11% | +467.9K | 2026-03-31 |
| 18 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 85 | $61.0M | $61.0M | 0.84% | -- | 2026-03-31 |
| 19 | SGOV | ISHARES TR | 261.4K | $26.3M | $26.3M | 0.36% | +99.1K | 2026-03-31 |
| 20 | DELL | DELL TECHNOLOGIES INC | 116.9K | $19.2M | $47.4M | 0.65% | +10.1K | 2026-03-31 |
| 21 | IAC | IAC INC | 450.8K | $18.0M | $18.0M | 0.25% | +19.8K | 2026-03-31 |
| 22 | BCS | BARCLAYS PLC | 454.0K | $9.6M | $12.5M | 0.17% | -- | 2026-03-31 |
| 23 | SMBC | SOUTHERN MO BANCORP INC | 94.7K | $6.1M | $7.3M | 0.10% | +3.7K | 2026-03-31 |
| 24 | FPH | FIVE POINT HOLDINGS LLC | 1.23M | $5.9M | $6.4M | 0.09% | +114.5K | 2026-03-31 |
| 25 | JEF | JEFFERIES FINANCIAL GROUP IN | 124.8K | $5.1M | $6.8M | 0.09% | +29.0K | 2026-03-31 |
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