Arkolith/Funds/ACR Alpine Capital Research, LLC

ACR Alpine Capital Research, LLC

CIK: 1508822Q1 2026
Active Filer
Portfolio Value
$6.7B
Positions
69
New Buys
6
2 sold
Changes
36 ↑ / 22 ↓

Top HoldingsQ1 2026

69 total positions
#SecurityValueShares% PortChangeΔ Shares
1GOLDMAN SACHS ETF TR
ACCES TREASURY
$917.6M9.16M13.7%
ADDED
+7.58M
2CHEVRON CORPORATION
COM
$496.3M2.40M7.4%
ADDED
+29.5K
3JOHNSON & JOHNSON
COM
$460.9M1.89M6.9%
ADDED
+1.61M
4ARROW ELECTRS INC
COM
$448.8M3.13M6.7%
ADDED
+2.70M
5FEDEX CORP
COM
$352.1M988.5K5.3%
ADDED
+782.5K
6CITIGROUP INC
COM NEW
$349.3M3.08M5.2%
ADDED
+2.59M
7THOR INDS INC
COM
$345.9M4.33M5.2%
ADDED
+3.82M
8VODAFONE GROUP PLC
SPONSORED ADR
$333.0M22.17M5.0%
ADDED
+780.8K
9LENNAR CORP
CL A
$322.0M3.71M4.8%
ADDED
+3.29M
10MICROSOFT CORP
COM
$310.3M838.4K4.6%
ADDED
+743.7K
11GENERAL MTRS CO
COM
$259.2M3.48M3.9%
REDUCED
-524,671
12
LIBERTY GLOBAL LTD
COM CL A
$258.1M21.34M3.9%
ADDED
+1.89M
13JPMORGAN CHASE & CO
COM
$246.7M838.7K3.7%
ADDED
+697.2K
14MAGNA INTL INC
COM
$217.6M3.90M3.2%
REDUCED
-907,047
15GOLDMAN SACHS ETF TR
ACCES TREASURY
$197.9M1.98M3.0%
ADDED
+399.8K
16DOLLAR GEN CORP
COM
$114.3M963.1K1.7%
ADDED
+604.6K
17BERKSHIRE HATHAWAY INC DEL
CL B NEW
$88.1M183.9K1.3%
ADDED
+236
18CHEVRON CORPORATION
COM
$72.4M349.9K1.1%
REDUCED
-2,019,401
19VODAFONE GROUP PLC
SPONSORED ADR
$70.4M4.68M1.1%
REDUCED
-16,704,305
20
LIBERTY GLOBAL LTD
COM CL C
$67.5M5.76M1.0%
ADDED
+453.0K
21JOHNSON & JOHNSON
COM
$66.5M271.9K1.0%
REDUCED
-1,659
22ARROW ELECTRS INC
COM
$64.4M448.8K1.0%
ADDED
+19.6K
23BERKSHIRE HATHAWAY INC DEL
CL A
$58.9M820.9%
—HELD
0
24MICROSOFT CORP
COM
$53.0M143.3K0.8%
ADDED
+48.6K
25MAGNA INTL INC
COM
$53.0M949.2K0.8%
REDUCED
-3,856,035
Showing top 25 of 69 positions

Filing History

Q1 202667 pos
$6.7B
Q4 202564 pos
$6.4B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: Apr 30, 2026