Basic Stats
Insider Profile ACR Alpine Capital Research, LLC
Portfolio Value $ 5,585,570,953
Current Positions 36
Latest Holdings, Performance, AUM (from 13F, 13D)

ACR Alpine Capital Research, LLC has disclosed 36 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 5,585,570,953 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). ACR Alpine Capital Research, LLC’s top holdings are Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF (US:GBIL) , Citigroup Inc. (US:C) , Dollar General Corporation (US:DG) , THOR Industries, Inc. (US:THO) , and General Motors Company (US:GM) . ACR Alpine Capital Research, LLC’s top industries are "Wholesale Trade-durable Goods" (sic 50) , "General Merchandise Stores" (sic 53) , and "Holding And Other Investment Offices" (sic 67) .

ACR Alpine Capital Research, LLC - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
2.16 274.79 3.2954 3.1074
0.71 354.31 6.3434 0.8397
0.23 3.98 0.0477 0.0162
0.02 1.97 0.0237 0.0158
0.04 2.02 0.0242 0.0043
0.09 0.19 0.0033 0.0015
0.18 6.02 0.1079 0.0004
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
1.59 362.50 4.3472 -3.7370
7.69 378.44 4.5384 -3.0293
4.99 500.12 5.9977 -2.7591
2.96 326.94 3.9208 -2.5148
20.52 205.39 2.4631 -2.3135
4.18 477.86 5.7307 -1.9911
5.70 484.84 5.8144 -1.8754
1.14 330.31 3.9613 -1.8100
25.87 275.74 3.3068 -1.7308
2.23 340.47 6.0955 -1.6299
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares 		Current
Shares 		ΔShares % % Ownership
 % ΔOwnership
2025-08-01 13G/A THO / THOR Industries, Inc. 3,482,917 4,265,031 22.46 8.00 21.21
2025-05-09 13G/A LBTYA / Liberty Global Ltd. 17,292,638 19,835,384 14.70 11.40 14.00
13F and Fund Filings

This form was filed on 2025-08-01 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF 4.99 19.53 500.12 19.49 5.9977 -2.7591
C / Citigroup Inc. 5.70 10.01 484.84 31.91 5.8144 -1.8754
DG / Dollar General Corporation 4.18 -0.47 477.86 29.47 5.7307 -1.9911
THO / THOR Industries, Inc. 4.27 22.46 378.78 43.45 4.5425 -0.9817
GM / General Motors Company 7.69 -0.01 378.44 4.62 4.5384 -3.0293
FDX / FedEx Corporation 1.59 0.61 362.50 -6.19 4.3472 -3.7370
MSFT / Microsoft Corporation 0.71 1.65 354.31 34.69 6.3434 0.8397
CVX / Chevron Corporation 2.42 10.28 346.40 -5.60 6.2017 -1.4758
JNJ / Johnson & Johnson 2.23 0.11 340.47 -7.79 6.0955 -1.6299
JPM / JPMorgan Chase & Co. 1.14 1.32 330.31 19.74 3.9613 -1.8100
LEN / Lennar Corporation 2.96 10.29 326.94 6.29 3.9208 -2.5148
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock) 25.87 0.66 275.74 14.52 3.3068 -1.7308
ARW / Arrow Electronics, Inc. 2.16 2,391.74 274.79 2,958.27 3.2954 3.1074
MGA / Magna International Inc. 6.02 0.61 232.38 14.28 2.7868 -1.4675
LBTYA / Liberty Global Ltd. 20.52 3.44 205.39 -10.04 2.4631 -2.3135
BRK.B / Berkshire Hathaway Inc. 0.23 -1.29 109.94 -9.97 1.3184 -1.2364
LBTYK / Liberty Global Ltd. 7.19 -1.58 74.11 -15.23 0.8888 -0.9404
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 61.95 -8.72 0.7429 -0.6770
DELL / Dell Technologies Inc. 0.10 -2.11 12.80 31.67 0.1535 -0.0499
BCS / Barclays PLC - Depositary Receipt (Common Stock) 0.66 -17.02 12.23 0.43 0.1467 -0.1082
IAC / IAC Inc. 0.17 2.88 6.29 -16.38 0.0754 -0.0819
MGM / MGM Resorts International 0.18 1.14 6.02 17.34 0.1079 0.0004
FPH / Five Point Holdings, LLC 1.01 1.02 5.55 4.05 0.0993 -0.0122
CORZ / Core Scientific, Inc. 0.23 12.02 3.98 164.25 0.0477 0.0162
LENB / Lennar Corp. - Class B 0.04 7.24 3.76 3.46 0.0451 -0.0310
LILAK / Liberty Latin America Ltd. 0.59 38.09 3.66 38.33 0.0439 -0.0115
JEF / Jefferies Financial Group Inc. 0.05 47.37 2.91 50.46 0.0349 -0.0056
MRK / Merck & Co., Inc. 0.03 2.10 2.68 -9.96 0.0321 -0.0301
SMBC / Southern Missouri Bancorp, Inc. 0.05 0.05 2.66 5.35 0.0319 -0.0209
HES / Hess Corporation 0.02 1.27 2.27 -12.17 0.0272 -0.0268
APG / APi Group Corporation 0.04 49.01 2.02 112.78 0.0242 0.0043
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF 0.02 414.84 1.97 423.61 0.0237 0.0158
KW / Kennedy-Wilson Holdings, Inc. 0.18 60.26 1.24 25.48 0.0148 -0.0058
SLDP / Solid Power, Inc. 0.09 0.00 0.19 108.99 0.0033 0.0015
EARN / Ellington Credit Company 0.01 0.00 0.07 6.25 0.0008 -0.0005
NINE / Nine Energy Service, Inc. 0.01 0.00 0.01 -31.25 0.0001 -0.0002
TLN / Talen Energy Corporation 0.00 -100.00 0.00 0.0000
FTAI / FTAI Aviation Ltd. 0.00 -100.00 0.00 0.0000
ANGI / Angi Inc. 0.00 -100.00 0.00 0.0000
SNRE / Sunrise Communications AG - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
CRK / Comstock Resources, Inc. 0.00 -100.00 0.00 0.0000