The Analysis of ACR Alpine Capital Research, LLC's Holdings
Currently, ACR Alpine Capital Research, LLC holds 37 types of securities in its portfolio with a total value $6.8B. In the most recent quarter, they have increased their positions in THO (+4.9M shares, valued at $387.6M), LBTYA (+23.6M shares, valued at $297.9M), ARW (+818.5K shares, valued at $99.0M); decreased their positions in C (-2.1M shares, valued at $212.6M), DG (-282.4K shares, valued at $29.2M), GM (-453.2K shares, valued at $27.6M); initiated new positions in THO (+4.9M shares, valued at $387.6M), LBTYA (+23.6M shares, valued at $297.9M), SGOV (+96.0K shares, valued at $9.7M). Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
ARW ARROW ELECTRS INC3.5M shares31.09%2025-12-312026-02-10
GBIL GOLDMAN SACHS ETF TR4.8M shares-4.51%2025-09-302025-10-30 GM GENERAL MTRS CO7.2M shares-5.89%2025-09-302025-10-30 THO THOR INDS INC4.1M shares-3.70%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON2.2M shares0.14%2025-09-302025-10-30 FDX FEDEX CORP1.7M shares8.27%2025-09-302025-10-30 DG DOLLAR GEN CORP NEW3.9M shares-6.76%2025-09-302025-10-30 THO 4.9M sharesnew addition2026-03-312026-04-09 CVX CHEVRON CORP NEW2.5M shares2.17%2025-09-302025-10-30 C CITIGROUP INC3.6M shares-36.77%2025-09-302025-10-30 LEN LENNAR CORP2.9M shares-2.56%2025-09-302025-10-30 MSFT MICROSOFT CORP693.1K shares-2.70%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.1.1M shares-3.44%2025-09-302025-10-30 VOD VODAFONE GROUP PLC NEW26.1M shares0.88%2025-09-302025-10-30 LBTYA 23.6M sharesnew addition2026-03-312026-04-09 MGA MAGNA INTL INC6.1M shares0.95%2025-09-302025-10-30 LBTYA LIBERTY GLOBAL LTD21.2M shares3.51%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL226.0K shares-0.12%2025-09-302025-10-30 LBTYK LIBERTY GLOBAL LTD7.1M shares-0.88%2025-09-302025-10-30 BRK.A BERKSHIRE HATHAWAY INC DEL85 shares0.00%2025-09-302025-10-30 DELL DELL TECHNOLOGIES INC105.2K shares0.79%2025-09-302025-10-30 SGOV ISHARES TR96.0K sharesnew addition2025-09-302025-10-30 BCS BARCLAYS PLC454.0K shares-31.02%2025-09-302025-10-30 FPH FIVE POINT HOLDINGS LLC1.1M shares5.38%2025-09-302025-10-30 MGM MGM RESORTS INTERNATIONAL180.8K shares3.19%2025-09-302025-10-30 IAC IAC INC181.7K shares7.89%2025-09-302025-10-30 LILAK LIBERTY LATIN AMERICA LTD587.1K shares-0.31%2025-09-302025-10-30 JEF JEFFERIES FINL GROUP INC53.4K shares0.14%2025-09-302025-10-30 LEN.B LENNAR CORP28.9K shares-19.23%2025-09-302025-10-30 MRK MERCK & CO INC36.1K shares6.85%2025-09-302025-10-30 SMBC SOUTHERN MO BANCORP INC53.2K shares9.56%2025-09-302025-10-30 CORZ CORE SCIENTIFIC INC NEW155.0K shares-33.48%2025-09-302025-10-30 APG API GROUP CORP60.2K shares52.39%2025-09-302025-10-30 KW KENNEDY-WILSON HOLDINGS INC185.6K shares2.05%2025-09-302025-10-30 SLDP SOLID POWER INC85.0K shares0.00%2025-09-302025-10-30 NFE NEW FORTRESS ENERGY INC120.0K sharesnew addition2025-09-302025-10-30 NINE NINE ENERGY SERVICE INC15.0K shares0.00%2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available