13F HOLDINGS REPORT
ACR Alpine Capital Research, LLC
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001085146-25-002641
Total Value
$4.78B
Positions
72
Other Managers
1
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FEDEX CORP | FDX | 1,403,880 | $342.2M | 7.16% |
| 2 | GOLDMAN SACHS ETF TR | NVGLF | 3,320,857 | $332.7M | 6.96% |
| 3 | JOHNSON & JOHNSON | JNJ | 1,952,435 | $323.8M | 6.77% |
| 4 | CHEVRON CORP NEW | CVX | 1,929,424 | $322.8M | 6.75% |
| 5 | DOLLAR GEN CORP NEW | 256677105 | 3,669,216 | $322.6M | 6.75% |
| 6 | CITIGROUP INC | C-PR | 4,490,912 | $318.8M | 6.67% |
| 7 | GENERAL MTRS CO | 37045V100 | 6,656,602 | $313.1M | 6.55% |
| 8 | LENNAR CORP | LEN-B | 2,371,300 | $272.2M | 5.69% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 985,072 | $241.6M | 5.06% |
| 10 | THOR INDS INC | 885160101 | 3,082,841 | $233.7M | 4.89% |
| 11 | MICROSOFT CORP | MSFT | 605,654 | $227.4M | 4.76% |
| 12 | LIBERTY GLOBAL LTD | LBTYK | 17,996,722 | $207.1M | 4.33% |
| 13 | VODAFONE GROUP PLC NEW | 92857W308 | 21,059,173 | $197.3M | 4.13% |
| 14 | MAGNA INTL INC | 559222401 | 4,816,970 | $163.7M | 3.43% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 186,983 | $99.6M | 2.08% |
| 16 | GOLDMAN SACHS ETF TR | NVGLF | 857,104 | $85.9M | 1.80% |
| 17 | LIBERTY GLOBAL LTD | LBTYK | 6,143,268 | $73.5M | 1.54% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 82 | $65.5M | 1.37% |
| 19 | CITIGROUP INC | C-PR | 686,540 | $48.7M | 1.02% |
| 20 | GENERAL MTRS CO | 37045V100 | 1,034,538 | $48.7M | 1.02% |
| 21 | DOLLAR GEN CORP NEW | 256677105 | 528,221 | $46.4M | 0.97% |
| 22 | JOHNSON & JOHNSON | JNJ | 274,124 | $45.5M | 0.95% |
| 23 | CHEVRON CORP NEW | CVX | 264,143 | $44.2M | 0.92% |
| 24 | FEDEX CORP | FDX | 181,153 | $44.2M | 0.92% |
| 25 | VODAFONE GROUP PLC NEW | 92857W308 | 4,637,755 | $43.5M | 0.91% |
| 26 | MAGNA INTL INC | 559222401 | 1,165,429 | $39.6M | 0.83% |
| 27 | MICROSOFT CORP | MSFT | 95,108 | $35.7M | 0.75% |
| 28 | LENNAR CORP | LEN-B | 308,644 | $35.4M | 0.74% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 139,470 | $34.2M | 0.72% |
| 30 | THOR INDS INC | 885160101 | 400,076 | $30.3M | 0.63% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 42,304 | $22.5M | 0.47% |
| 32 | LIBERTY GLOBAL LTD | LBTYK | 1,838,662 | $21.2M | 0.44% |
| 33 | LIBERTY GLOBAL LTD | LBTYK | 1,160,655 | $13.9M | 0.29% |
| 34 | BARCLAYS PLC | BCLYF | 793,122 | $12.2M | 0.25% |
| 35 | ARROW ELECTRS INC | 042735100 | 65,492 | $6.8M | 0.14% |
| 36 | DELL TECHNOLOGIES INC | DELL | 61,949 | $5.6M | 0.12% |
| 37 | IAC INC | IAC | 111,398 | $5.1M | 0.11% |
| 38 | SUNRISE COMMUNICATIONS AG | SNNRF | 104,817 | $5.1M | 0.11% |
| 39 | DELL TECHNOLOGIES INC | DELL | 44,693 | $4.1M | 0.09% |
| 40 | FIVE POINT HOLDINGS LLC | FPH | 660,361 | $3.5M | 0.07% |
| 41 | MGM RESORTS INTERNATIONAL | MGM | 103,425 | $3.1M | 0.06% |
| 42 | MERCK & CO INC | MRK | 32,187 | $2.9M | 0.06% |
| 43 | LIBERTY LATIN AMERICA LTD | LILAB | 404,500 | $2.5M | 0.05% |
| 44 | HESS CORP | HESM | 15,716 | $2.5M | 0.05% |
| 45 | SOUTHERN MO BANCORP INC | SOMN | 47,524 | $2.5M | 0.05% |
| 46 | IAC INC | IAC | 52,329 | $2.4M | 0.05% |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.4M | 0.05% |
| 48 | TALEN ENERGY CORP | TLN | 11,076 | $2.2M | 0.05% |
| 49 | ARROW ELECTRS INC | 042735100 | 21,049 | $2.2M | 0.05% |
| 50 | MGM RESORTS INTERNATIONAL | MGM | 69,796 | $2.1M | 0.04% |
| 51 | LENNAR CORP | LEN-B | 18,763 | $2.0M | 0.04% |
| 52 | JEFFERIES FINL GROUP INC | 47233W109 | 34,674 | $1.9M | 0.04% |
| 53 | FIVE POINT HOLDINGS LLC | FPH | 337,837 | $1.8M | 0.04% |
| 54 | LENNAR CORP | LEN-B | 14,584 | $1.6M | 0.03% |
| 55 | CORE SCIENTIFIC INC NEW | 21874A106 | 208,000 | $1.5M | 0.03% |
| 56 | FTAI AVIATION LTD | FTAIN | 12,500 | $1.4M | 0.03% |
| 57 | KENNEDY-WILSON HOLDINGS INC | KW | 110,206 | $956,588 | 0.02% |
| 58 | API GROUP CORP | APG | 25,723 | $919,854 | 0.02% |
| 59 | ANGI INC | ANGI | 58,428 | $900,374 | 0.02% |
| 60 | COMSTOCK RES INC | LODE | 32,738 | $665,891 | 0.01% |
| 61 | ANGI INC | ANGI | 27,478 | $423,435 | 0.01% |
| 62 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,091 | $377,804 | 0.01% |
| 63 | LIBERTY LATIN AMERICA LTD | LILAB | 22,005 | $136,651 | 0.00% |
| 64 | SOLID POWER INC | SLDPW | 85,000 | $89,250 | 0.00% |
| 65 | MERCK & CO INC | MRK | 939 | $84,285 | 0.00% |
| 66 | JEFFERIES FINL GROUP INC | 47233W109 | 1,481 | $79,337 | 0.00% |
| 67 | HESS CORP | HESM | 445 | $71,080 | 0.00% |
| 68 | ELLINGTON CREDIT COMPANY | ELLA | 11,978 | $64,801 | 0.00% |
| 69 | SOUTHERN MO BANCORP INC | SOMN | 1,019 | $53,008 | 0.00% |
| 70 | KENNEDY-WILSON HOLDINGS INC | KW | 3,277 | $28,444 | 0.00% |
| 71 | API GROUP CORP | APG | 767 | $27,428 | 0.00% |
| 72 | NINE ENERGY SERVICE INC | NINE | 15,000 | $16,950 | 0.00% |