ACR Alpine Capital Research, LLC
38 holdingsFiling period: 2026-06-30Current AUM: $7.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GBIL | GOLDMAN SACHS ETF TR | 13.51M | $1.35B | $1.35B | 18.00% | +2.38M | 2026-06-30 |
| 2 | JNJ | JOHNSON & JOHNSON | 2.15M | $545.1M | $571.7M | 7.62% | -10,896 | 2026-06-30 |
| 3 | CVX | CHEVRON CORPORATION | 2.78M | $461.0M | $590.0M | 7.86% | +32.3K | 2026-06-30 |
| 4 | LEN | LENNAR CORP | 4.74M | $429.2M | $379.4M | 5.06% | +531.1K | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP | 1.14M | $423.9M | $574.3M | 7.65% | +154.6K | 2026-06-30 |
| 6 | THO | THOR INDS INC | 5.53M | $415.4M | $406.2M | 5.41% | +624.4K | 2026-06-30 |
| 7 | FDX | FEDEX CORP | 1.11M | $348.3M | $347.7M | 4.63% | -11,345 | 2026-06-30 |
| 8 | GM | GENERAL MTRS CO | 4.45M | $342.8M | $387.6M | 5.17% | +421.6K | 2026-06-30 |
| 9 | JPM | JPMORGAN CHASE & CO | 977.3K | $319.9M | $342.2M | 4.56% | -1,150 | 2026-06-30 |
| 10 | VOD | VODAFONE GROUP PLC | 24.02M | $317.7M | $421.1M | 5.61% | -2,835,851 | 2026-06-30 |
| 11 | MGA | MAGNA INTL INC | 4.81M | $315.8M | $312.1M | 4.16% | -38,368 | 2026-06-30 |
| 12 | ARW | ARROW ELECTRS INC | 1.46M | $311.1M | $311.8M | 4.16% | -2,120,432 | 2026-06-30 |
| 13 | C | CITIGROUP INC | 2.08M | $290.5M | $282.7M | 3.77% | -1,468,853 | 2026-06-30 |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | 737.9K | $285.4M | $313.1M | 4.17% | -- | 2026-06-30 |
| 15 | — | LIBERTY GLOBAL LTD | 23.60M | $268.3M | $268.3M | 3.58% | -49,652 | 2026-06-30 |
| 16 | DG | DOLLAR GEN CORP | 1.73M | $198.8M | $223.1M | 2.97% | +604.7K | 2026-06-30 |
| 17 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 243.7K | $122.0M | $122.0M | 1.63% | +19.1K | 2026-06-30 |
| 18 | — | LIBERTY GLOBAL LTD | 8.84M | $97.3M | $97.3M | 1.30% | +1.96M | 2026-06-30 |
| 19 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 85 | $63.7M | $63.7M | 0.85% | -- | 2026-06-30 |
| 20 | DELL | DELL TECHNOLOGIES INC | 58.8K | $25.4M | $31.4M | 0.42% | -58,088 | 2026-06-30 |
| 21 | SGOV | ISHARES TR | 216.8K | $21.8M | $21.8M | 0.29% | -44,600 | 2026-06-30 |
| 22 | IAC | PEOPLE INC | 291.8K | $13.5M | $13.5M | 0.18% | -158,962 | 2026-06-30 |
| 23 | BCS | BARCLAYS PLC | 454.0K | $12.2M | $11.7M | 0.16% | -- | 2026-06-30 |
| 24 | CRK | COMSTOCK RES INC | 546.4K | $8.2M | $7.8M | 0.10% | -- | 2026-06-30 |
| 25 | SMBC | SOUTHERN MO BANCORP INC | 91.0K | $6.9M | $6.7M | 0.09% | -3,687 | 2026-06-30 |
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