13F HOLDINGS REPORT
ACR Alpine Capital Research, LLC
Quarter ended Q2 2025 · Filed August 1, 2025 · Accession 0001085146-25-004431
Total Value
$5.59B
Positions
66
Other Managers
1
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CITIGROUP INC | C-PR | 4,948,693 | $421.2M | 7.54% |
| 2 | DOLLAR GEN CORP NEW | 256677105 | 3,652,120 | $417.7M | 7.48% |
| 3 | GOLDMAN SACHS ETF TR | NVGLF | 4,053,218 | $405.9M | 7.27% |
| 4 | THOR INDS INC | 885160101 | 3,758,820 | $333.8M | 5.98% |
| 5 | GENERAL MTRS CO | 37045V100 | 6,672,567 | $328.4M | 5.88% |
| 6 | FEDEX CORP | FDX | 1,412,755 | $321.1M | 5.75% |
| 7 | MICROSOFT CORP | MSFT | 615,499 | $306.2M | 5.48% |
| 8 | CHEVRON CORP NEW | CVX | 2,134,998 | $305.7M | 5.47% |
| 9 | JOHNSON & JOHNSON | JNJ | 1,955,059 | $298.6M | 5.35% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 996,580 | $288.9M | 5.17% |
| 11 | LENNAR CORP | LEN-B | 2,607,772 | $288.4M | 5.16% |
| 12 | ARROW ELECTRS INC | 042735100 | 1,886,615 | $240.4M | 4.30% |
| 13 | VODAFONE GROUP PLC NEW | 92857W308 | 21,220,119 | $226.2M | 4.05% |
| 14 | LIBERTY GLOBAL LTD | LBTYK | 18,636,105 | $186.5M | 3.34% |
| 15 | MAGNA INTL INC | 559222401 | 4,823,297 | $186.2M | 3.33% |
| 16 | GOLDMAN SACHS ETF TR | NVGLF | 940,499 | $94.2M | 1.69% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 184,991 | $89.9M | 1.61% |
| 18 | CITIGROUP INC | C-PR | 747,253 | $63.6M | 1.14% |
| 19 | LIBERTY GLOBAL LTD | LBTYK | 6,035,820 | $62.2M | 1.11% |
| 20 | DOLLAR GEN CORP NEW | 256677105 | 525,722 | $60.1M | 1.08% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 82 | $59.8M | 1.07% |
| 22 | GENERAL MTRS CO | 37045V100 | 1,017,676 | $50.1M | 0.90% |
| 23 | VODAFONE GROUP PLC NEW | 92857W308 | 4,646,642 | $49.5M | 0.89% |
| 24 | MICROSOFT CORP | MSFT | 96,819 | $48.2M | 0.86% |
| 25 | MAGNA INTL INC | 559222401 | 1,195,309 | $46.2M | 0.83% |
| 26 | THOR INDS INC | 885160101 | 506,211 | $45.0M | 0.80% |
| 27 | JOHNSON & JOHNSON | JNJ | 273,883 | $41.8M | 0.75% |
| 28 | JPMORGAN CHASE & CO. | VYLD | 142,786 | $41.4M | 0.74% |
| 29 | FEDEX CORP | FDX | 181,966 | $41.4M | 0.74% |
| 30 | CHEVRON CORP NEW | CVX | 284,152 | $40.7M | 0.73% |
| 31 | LENNAR CORP | LEN-B | 348,041 | $38.5M | 0.69% |
| 32 | ARROW ELECTRS INC | 042735100 | 269,758 | $34.4M | 0.62% |
| 33 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 41,330 | $20.1M | 0.36% |
| 34 | LIBERTY GLOBAL LTD | LBTYK | 1,882,046 | $18.8M | 0.34% |
| 35 | BARCLAYS PLC | BCLYF | 658,122 | $12.2M | 0.22% |
| 36 | LIBERTY GLOBAL LTD | LBTYK | 1,152,407 | $11.9M | 0.21% |
| 37 | DELL TECHNOLOGIES INC | DELL | 61,937 | $7.6M | 0.14% |
| 38 | DELL TECHNOLOGIES INC | DELL | 42,458 | $5.2M | 0.09% |
| 39 | IAC INC | IAC | 114,380 | $4.3M | 0.08% |
| 40 | CORE SCIENTIFIC INC NEW | 21874A106 | 233,000 | $4.0M | 0.07% |
| 41 | FIVE POINT HOLDINGS LLC | FPH | 668,342 | $3.7M | 0.07% |
| 42 | MGM RESORTS INTERNATIONAL | MGM | 105,042 | $3.6M | 0.06% |
| 43 | LIBERTY LATIN AMERICA LTD | LILAB | 567,209 | $3.5M | 0.06% |
| 44 | JEFFERIES FINL GROUP INC | 47233W109 | 50,947 | $2.8M | 0.05% |
| 45 | SOUTHERN MO BANCORP INC | SOMN | 47,490 | $2.6M | 0.05% |
| 46 | MERCK & CO INC | MRK | 32,778 | $2.6M | 0.05% |
| 47 | MGM RESORTS INTERNATIONAL | MGM | 70,152 | $2.4M | 0.04% |
| 48 | HESS CORP | HESM | 15,856 | $2.2M | 0.04% |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.2M | 0.04% |
| 50 | IAC INC | IAC | 54,057 | $2.0M | 0.04% |
| 51 | LENNAR CORP | LEN-B | 18,835 | $2.0M | 0.04% |
| 52 | INVESCO EXCHANGE TRADED FD T | IVZ | 21,062 | $2.0M | 0.04% |
| 53 | API GROUP CORP | APG | 38,214 | $2.0M | 0.03% |
| 54 | FIVE POINT HOLDINGS LLC | FPH | 340,056 | $1.9M | 0.03% |
| 55 | LENNAR CORP | LEN-B | 16,926 | $1.8M | 0.03% |
| 56 | KENNEDY-WILSON HOLDINGS INC | KW | 175,949 | $1.2M | 0.02% |
| 57 | SOLID POWER INC | SLDPW | 85,000 | $186,150 | 0.00% |
| 58 | LIBERTY LATIN AMERICA LTD | LILAB | 21,749 | $135,279 | 0.00% |
| 59 | JEFFERIES FINL GROUP INC | 47233W109 | 2,333 | $127,592 | 0.00% |
| 60 | MERCK & CO INC | MRK | 1,044 | $82,643 | 0.00% |
| 61 | HESS CORP | HESM | 511 | $70,794 | 0.00% |
| 62 | ELLINGTON CREDIT COMPANY | ELLA | 11,978 | $68,874 | 0.00% |
| 63 | API GROUP CORP | APG | 1,258 | $64,221 | 0.00% |
| 64 | SOUTHERN MO BANCORP INC | SOMN | 1,075 | $58,889 | 0.00% |
| 65 | KENNEDY-WILSON HOLDINGS INC | KW | 5,919 | $40,249 | 0.00% |
| 66 | NINE ENERGY SERVICE INC | NINE | 15,000 | $11,567 | 0.00% |