ACR Alpine Capital Research, LLC Q1 2024 Filing

Filed May 6, 2024

Portfolio Value

$3297.6T

Holdings

39

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (39 positions)

#StockSharesValue% PortfolioType
1
GBILGOLDMAN SACHS ETF TR
4,984,835$502.9T15.25%
2
TRVCCITIGROUP INC
4,656,970$294.5T8.93%
3
GMGENERAL MTRS CO
6,337,547$287.4T8.72%
4
BRK/BBERKSHIRE HATHAWAY INC DEL
598,662$251.7T7.63%
5
MGAMAGNA INTL INC
3,986,843$217.2T6.59%
6
JPMJPMORGAN CHASE & CO
1,017,609$203.8T6.18%
7
MSFTMICROSOFT CORP
462,298$194.5T5.90%
8
LENLENNAR CORP
1,130,775$194.5T5.90%
9
VODVODAFONE GROUP PLC NEW
21,608,956$192.3T5.83%
10
CVXCHEVRON CORP NEW
1,186,600$187.2T5.68%
11
JNJJOHNSON & JOHNSON
1,122,972$177.6T5.39%
12
THOTHOR INDS INC
1,461,587$171.5T5.20%
13
FDXFEDEX CORP
530,833$153.8T4.66%
14
LBTYALIBERTY GLOBAL LTD
8,171,390$144.1T4.37%
15
LBTYALIBERTY GLOBAL LTD
2,744,184$46.4T1.41%
16
DELLDELL TECHNOLOGIES INC
97,463$11.1T0.34%
17
JEFJEFFERIES FINL GROUP INC
237,381$10.5T0.32%
18
BCSBARCLAYS PLC
1,069,922$10.1T0.31%
19
LENLENNAR CORP
61,660$9.5T0.29%
20
0J7QIAC INC
73,548$3.9T0.12%
21
MGMMGM RESORTS INTERNATIONAL
83,083$3.9T0.12%
22
RPVINVESCO EXCHANGE TRADED FD T
40,755$3.6T0.11%
23
LILALIBERTY LATIN AMERICA LTD
487,763$3.4T0.10%
24
BSVVANGUARD BD INDEX FDS
44,350$3.4T0.10%
25
NRDYNERDY INC
952,062$2.8T0.08%
26
FPHFIVE POINT HOLDINGS LLC
828,123$2.6T0.08%
27
MRKMERCK & CO INC
17,733$2.3T0.07%
28
SMBCSOUTHERN MO BANCORP INC
48,735$2.1T0.06%
29
HHHHOWARD HUGHES HOLDINGS INC
27,479$2.0T0.06%
30
HESHESS CORP
11,546$1.8T0.05%
31
SCHZSCHWAB STRATEGIC TR
23,764$1.1T0.03%
32
NWLINATIONAL WESTN LIFE GROUP IN
2,138$1.1T0.03%
33
VTIVANGUARD INDEX FDS
3,871$1.0T0.03%
34
VTVVANGUARD INDEX FDS
4,089$665.9B0.02%
35
FNDFLOOR & DECOR HLDGS INC
4,069$527.4B0.02%
36
CRKCOMSTOCK RES INC
32,738$303.8B0.01%
37
SLDPSOLID POWER INC
85,000$172.6B0.01%
38
EARNELLINGTON RESIDENTIAL MTG RE
12,527$86.6B0.00%
39
NINEQNINE ENERGY SERVICE INC
15,000$33.6B0.00%