ACR Alpine Capital Research, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$4.8T
Holdings
41
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GBILGOLDMAN SACHS ETF TR | 4,177,961 | $418.5B | 8.76% | |
| 2 | FDXFEDEX CORP | 1,585,033 | $386.4B | 8.08% | |
| 3 | JNJJOHNSON & JOHNSON | 2,226,559 | $369.3B | 7.73% | |
| 4 | DGDOLLAR GEN CORP NEW | 4,197,437 | $369.1B | 7.72% | |
| 5 | TRVCCITIGROUP INC | 5,177,452 | $367.5B | 7.69% | |
| 6 | CVXCHEVRON CORP NEW | 2,193,567 | $367.0B | 7.68% | |
| 7 | GMGENERAL MTRS CO | 7,691,140 | $361.7B | 7.57% | |
| 8 | LENLENNAR CORP | 2,679,944 | $307.6B | 6.44% | |
| 9 | JPMJPMORGAN CHASE & CO. | 1,124,542 | $275.9B | 5.77% | |
| 10 | THOTHOR INDS INC | 3,482,917 | $264.0B | 5.52% | |
| 11 | MSFTMICROSOFT CORP | 700,762 | $263.1B | 5.50% | |
| 12 | VODVODAFONE GROUP PLC NEW | 25,696,928 | $240.8B | 5.04% | |
| 13 | LBTYALIBERTY GLOBAL LTD | 19,835,384 | $228.3B | 4.78% | |
| 14 | MGAMAGNA INTL INC | 5,982,399 | $203.3B | 4.25% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 229,287 | $122.1B | 2.55% | |
| 16 | LBTYALIBERTY GLOBAL LTD | 7,303,923 | $87.4B | 1.83% | |
| 17 | BRK-BBERKSHIRE HATHAWAY INC DEL | 85 | $67.9B | 1.42% | |
| 18 | BCSBARCLAYS PLC | 793,122 | $12.2B | 0.25% | |
| 19 | DELLDELL TECHNOLOGIES INC | 106,642 | $9.7B | 0.20% | |
| 20 | ARWARROW ELECTRS INC | 86,541 | $9.0B | 0.19% | |
| 21 | 0J7QIAC INC | 163,727 | $7.5B | 0.16% | |
| 22 | FPHFIVE POINT HOLDINGS LLC | 998,198 | $5.3B | 0.11% | |
| 23 | MGMMGM RESORTS INTERNATIONAL | 173,221 | $5.1B | 0.11% | |
| 24 | SNRENSUNRISE COMMUNICATIONS AG | 104,817 | $5.1B | 0.11% | |
| 25 | LENLENNAR CORP | 33,347 | $3.6B | 0.08% | |
| 26 | MRKMERCK & CO INC | 33,126 | $3.0B | 0.06% | |
| 27 | LILALIBERTY LATIN AMERICA LTD | 426,505 | $2.6B | 0.06% | |
| 28 | HESHESS CORP | 16,161 | $2.6B | 0.05% | |
| 29 | SMBCSOUTHERN MO BANCORP INC | 48,543 | $2.5B | 0.05% | |
| 30 | TLNTALEN ENERGY CORP | 11,076 | $2.2B | 0.05% | |
| 31 | JEFJEFFERIES FINL GROUP INC | 36,155 | $1.9B | 0.04% | |
| 32 | CORZCORE SCIENTIFIC INC NEW | 208,000 | $1.5B | 0.03% | |
| 33 | FTAIFTAI AVIATION LTD | 12,500 | $1.4B | 0.03% | |
| 34 | ANGIANGI INC | 85,906 | $1.3B | 0.03% | |
| 35 | KWKENNEDY-WILSON HOLDINGS INC | 113,483 | $985.0M | 0.02% | |
| 36 | APGAPI GROUP CORP | 26,490 | $947.3M | 0.02% | |
| 37 | CRKCOMSTOCK RES INC | 32,738 | $665.9M | 0.01% | |
| 38 | RPVINVESCO EXCHANGE TRADED FD T | 4,091 | $377.8M | 0.01% | |
| 39 | SLDPSOLID POWER INC | 85,000 | $89.3M | 0.00% | |
| 40 | EARNELLINGTON CREDIT COMPANY | 11,978 | $64.8M | 0.00% | |
| 41 | NINEQNINE ENERGY SERVICE INC | 15,000 | $16.9M | 0.00% |