13F HOLDINGS REPORT
ACR Alpine Capital Research, LLC
Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001508822-25-000007
Total Value
$5.85B
Positions
64
Other Managers
1
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | NVGLF | 3,850,869 | $386.0M | 6.59% |
| 2 | GENERAL MTRS CO | 37045V100 | 6,215,417 | $379.0M | 6.47% |
| 3 | THOR INDS INC | 885160101 | 3,600,461 | $373.3M | 6.38% |
| 4 | JOHNSON & JOHNSON | JNJ | 1,958,420 | $363.1M | 6.20% |
| 5 | FEDEX CORP | FDX | 1,521,191 | $358.7M | 6.13% |
| 6 | DOLLAR GEN CORP NEW | 256677105 | 3,370,759 | $348.4M | 5.95% |
| 7 | CHEVRON CORP NEW | CVX | 2,164,233 | $336.1M | 5.74% |
| 8 | LENNAR CORP | LEN-B | 2,531,305 | $319.0M | 5.45% |
| 9 | CITIGROUP INC | C-PR | 3,091,646 | $313.8M | 5.36% |
| 10 | MICROSOFT CORP | MSFT | 598,571 | $310.0M | 5.30% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 958,118 | $302.2M | 5.16% |
| 12 | ARROW ELECTRS INC | 042735100 | 2,130,309 | $257.8M | 4.40% |
| 13 | VODAFONE GROUP PLC NEW | 92857W308 | 21,430,584 | $248.6M | 4.25% |
| 14 | MAGNA INTL INC | 559222401 | 4,877,077 | $231.1M | 3.95% |
| 15 | LIBERTY GLOBAL LTD | LBTYK | 19,254,606 | $220.7M | 3.77% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 184,466 | $92.7M | 1.58% |
| 17 | GOLDMAN SACHS ETF TR | NVGLF | 917,788 | $92.0M | 1.57% |
| 18 | LIBERTY GLOBAL LTD | LBTYK | 5,970,643 | $70.2M | 1.20% |
| 19 | GENERAL MTRS CO | 37045V100 | 1,021,582 | $62.3M | 1.06% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 82 | $61.8M | 1.06% |
| 21 | MAGNA INTL INC | 559222401 | 1,198,934 | $56.8M | 0.97% |
| 22 | DOLLAR GEN CORP NEW | 256677105 | 524,647 | $54.2M | 0.93% |
| 23 | VODAFONE GROUP PLC NEW | 92857W308 | 4,664,502 | $54.1M | 0.92% |
| 24 | THOR INDS INC | 885160101 | 506,609 | $52.5M | 0.90% |
| 25 | CITIGROUP INC | C-PR | 509,644 | $51.7M | 0.88% |
| 26 | JOHNSON & JOHNSON | JNJ | 273,656 | $50.7M | 0.87% |
| 27 | MICROSOFT CORP | MSFT | 94,508 | $49.0M | 0.84% |
| 28 | FEDEX CORP | FDX | 205,476 | $48.5M | 0.83% |
| 29 | CHEVRON CORP NEW | CVX | 307,334 | $47.7M | 0.82% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 142,100 | $44.8M | 0.77% |
| 31 | LENNAR CORP | LEN-B | 348,726 | $44.0M | 0.75% |
| 32 | ARROW ELECTRS INC | 042735100 | 286,506 | $34.7M | 0.59% |
| 33 | LIBERTY GLOBAL LTD | LBTYK | 1,983,134 | $22.7M | 0.39% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 41,583 | $20.9M | 0.36% |
| 35 | LIBERTY GLOBAL LTD | LBTYK | 1,154,663 | $13.6M | 0.23% |
| 36 | ISHARES TR | 46436E718 | 96,000 | $9.7M | 0.17% |
| 37 | BARCLAYS PLC | BCLYF | 454,000 | $9.4M | 0.16% |
| 38 | DELL TECHNOLOGIES INC | DELL | 62,799 | $8.9M | 0.15% |
| 39 | DELL TECHNOLOGIES INC | DELL | 42,418 | $6.0M | 0.10% |
| 40 | LIBERTY LATIN AMERICA LTD | LILAB | 565,991 | $4.8M | 0.08% |
| 41 | FIVE POINT HOLDINGS LLC | FPH | 726,644 | $4.5M | 0.08% |
| 42 | IAC INC | IAC | 127,489 | $4.3M | 0.07% |
| 43 | MGM RESORTS INTERNATIONAL | MGM | 110,015 | $3.8M | 0.07% |
| 44 | JEFFERIES FINL GROUP INC | 47233W109 | 51,466 | $3.4M | 0.06% |
| 45 | MERCK & CO INC | MRK | 34,820 | $2.9M | 0.05% |
| 46 | CORE SCIENTIFIC INC NEW | 21874A106 | 155,000 | $2.8M | 0.05% |
| 47 | SOUTHERN MO BANCORP INC | SOMN | 51,887 | $2.7M | 0.05% |
| 48 | MGM RESORTS INTERNATIONAL | MGM | 70,774 | $2.5M | 0.04% |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.3M | 0.04% |
| 50 | LENNAR CORP | LEN-B | 18,358 | $2.2M | 0.04% |
| 51 | FIVE POINT HOLDINGS LLC | FPH | 336,013 | $2.1M | 0.04% |
| 52 | API GROUP CORP | APG | 57,948 | $2.0M | 0.03% |
| 53 | IAC INC | IAC | 54,230 | $1.8M | 0.03% |
| 54 | KENNEDY-WILSON HOLDINGS INC | KW | 178,688 | $1.5M | 0.03% |
| 55 | LENNAR CORP | LEN-B | 10,525 | $1.3M | 0.02% |
| 56 | SOLID POWER INC | SLDPW | 85,000 | $294,950 | 0.01% |
| 57 | NEW FORTRESS ENERGY INC | NFE | 120,000 | $265,200 | 0.00% |
| 58 | LIBERTY LATIN AMERICA LTD | LILAB | 21,139 | $178,413 | 0.00% |
| 59 | JEFFERIES FINL GROUP INC | 47233W109 | 1,886 | $123,382 | 0.00% |
| 60 | MERCK & CO INC | MRK | 1,319 | $110,704 | 0.00% |
| 61 | API GROUP CORP | APG | 2,205 | $75,786 | 0.00% |
| 62 | SOUTHERN MO BANCORP INC | SOMN | 1,320 | $69,379 | 0.00% |
| 63 | KENNEDY-WILSON HOLDINGS INC | KW | 6,901 | $57,416 | 0.00% |
| 64 | NINE ENERGY SERVICE INC | NINE | 15,000 | $9,479 | 0.00% |